Tracking metrics is one of the most important things you can do as a nonprofit as it allows you to measure success and identify areas for improvement. With so many tools available to nonprofits, choosing the right client tracking software can be challenging.
My goal for this post is to help you choose an online client management software for your nonprofit by breaking down the benefits of each along with some feature comparisons and price comparisons.
360MatchPro
CRM Overview
360MatchPro is a comprehensive CRM solution that allows nonprofits to market and automate matching gifts like never before.
With its robust features, maximizing your matching gift revenue is a piece of cake. From automated identification across your fundraising, match completion, and actionable insights for next steps, your matching gift process will be intuitive and simple.
In addition, 360MatchPro is easily integrable to keep your process as streamlined as possible.
Integration with Double the Donation
Why We Love This Donor CRM
360MatchPro offers an extensive list of features, one of which is automated acknowledgements. Because they know how important your donors are, 360MatchPro places focus on donor stewardship by automating triggered thank-you emails when they submit a matching gift request and when you receive the matching donation.
Nonprofit CRM Pricing
Contact 360MatchPro for a quote on their matching gift CRM services.
CharityEngine
CRM Overview
CharityEngine is an all-in-one CRM solution that empowers nonprofits like yours to engage supporters throughout their entire donor journey.
Instead of continually integrating piecemeal solutions, CharityEngine offers every tool you’ll need in one complete package, including data storage capabilities, fundraising features, direct mail marketing, major gift management, and automated marketing.
With all of your fundraising and communication tools located within the same solution, CharityEngine makes it easy to communicate with donors and encourage their involvement during every phase of their donor journey.
Integration with Double the Donation
Why We Love This Donor CRM
CharityEngine helps nonprofits recruit donors and retain supporter relationships long-term. Your nonprofit staff can streamline their workflow by using this single software solution to create communication and marketing materials, personalized with key donor information. Whether you’re fundraising, launching an advocacy campaign, or stewarding donor relationships, CharityEngine makes staying organized simple and manageable for your nonprofit.
Nonprofit CRM Pricing
Contact CharityEngine to request a demo and get a quote for their all-in-one CRM solution.
Get Started With CharityEngine!
Salsa CRM
CRM Overview
Salsa CRM + Salsa Engage is an innovative donor management and engagement platform built to help nonprofits optimize their campaigns, outreach, and overall fundraising strategy. Salsa’s innovative SmartEngagement technology leverages the power of machine learning, marketing automation, intelligent reporting, and more to power your mission.
Salsa CRM offers robust donor profiles to holistically track each supporter’s history and make informed predictions about the future. With built-in donation pages, peer-to-peer fundraising tools, multi-channel advocacy, and more, this CRM has everything you need to accelerate fundraising, all in one place.
Integration with Double the Donation
Why We Love This Donor CRM
Salsa is more than just a CRM. This unified platform will equip you with a full suite of tools to communicate, advocate, and fund your cause.
With unparalleled predictive analytics and intelligent reporting features, Salsa offers world-class fundraising technology supported by fundraising expertise and best practices.
Nonprofit CRM Pricing
Contact Salsa for specific pricing information.
Get Started With Salsa!https://fast.wistia.net/embed/iframe/8bqqm3uhjd
Lumaverse
CRM Overview
Lumaverse is an all-in-one nonprofit technology company that offers intuitive donor, volunteer, and member management tools through their powerful nonprofit CRM. This cloud-based solution allows your organization to manage nearly all aspects of its fundraising and supporter management operations from a single, centralized location.
From donor profiles to communication, event management, membership, and more, this software will provide you with a seamless donor engagement and fundraising experience that’s sure to keep your supporters coming back for more.
Integration with Double the Donation
Why We Love This Donor CRM
Lumaverse’s donor CRM is only one of its many nonprofit technology solutions. They also offer an innovative crowdfunding platform, easy-to-use volunteer sign-up tools, and much more. With these multiple solutions (and their ability to seamlessly integrate to create a powerful nonprofit technology ecosystem) on hand, you’re sure to bring your donor management and fundraising efforts to the next level.
Nonprofit CRM Pricing
Lumaverse’s CRM pricing is dependent on the number of records you’ll be managing. Their nonprofit plans begin at $100/month for up to 1,000 records, or they offer exclusive discounts to K12 schools starting at only $65/month.
HubSpot CRM
- Best for: Overall contact management
- Price: Free
HubSpot CRM is an easy-to-use contact management tool for organizations of all sectors and sizes. Your team can store necessary information for all of your organization’s contacts including donors and beneficiaries.
Using HubSpot CRM, you can keep all communications with contacts in one place, allowing you to easily see all previous messages without having to dig through your inbox or track down information from former colleagues. HubSpot CRM also has an extensive ecosystem of integrations, allowing you to seamlessly connect your contact management tool to other pieces of software needed to run your organization.
You can also use HubSpot CRM’s email marketing feature to bulk email your contacts to promote fundraising efforts or nurture relationships with donors.
Neon CRM
- Best for: Nonprofits looking to scale
- Price: Plans starting at $49 per month
Neon offers cloud-based software specifically for nonprofit management. Designed for teams of all sizes, Neon provides tools to help organizations maximize their fundraising efforts, manage donor communications, simplify and streamline event planning efforts, and engage with community members.
Notable features include automated communications tools, a mobile-friendly interface perfect for volunteers and event efforts, and flexible integrations. With a majority of their team coming from a nonprofit background, Neon aims to provide time and resource-saving tools to help your organization achieve success.
iMIS
- Best for: Driving nonprofit growth
- Price: Contact iMIS to request pricing
iMIS nonprofit software by ASI is designed to enable organizational growth. By combining contact management and web publishing, iMIS allows organizations to have greater visibility of cross-functional data. Using this tool your team can manage contact data, track donor engagement, improve productivity, and manage your organization’s web presence.
Bloomerang
Bloomerang’s simple donor database solution is built around best practices to help nonprofits decrease donor attrition and increase revenue. Bloomerang pools the knowledge of leaders in the nonprofit world, including Adrian Sargeant for fundraising, Tom Ahern for communications, Kivi Leroux Miller for digital marketing, and Jay Love for nonprofit technology. The platform focuses on the core functionality your organization needs to achieve results, without the distraction of additional bells and whistles. With Bloomerang, you’ll know how your donors feel about you, find more major gift prospects, and be able to report on the metrics that matter.
Top features:
| Constituent Timeline (visual representation of all interaction with each individual and highlights of the most important interactions) | Interactive Dashboard (review donor retention rate and opportunities for improvement, incoming donations by time period, check campaign success, create to-do lists, and access recent reports) |
| Giving Summary & Engagement Level | Smart reports |
| Email Design & Distribution (email templates and rich performance analytics) | Letters & Mailings (letters, gift acknowledgements, and more available for design and print) |
| Nightly Deceased Suppression | Nightly updates from the National Change of Address (NCOA) database |
| Website integration (track individual’s website browsing activity, create and customize online giving forms and email sign-ups) | Social Media Monitoring |
| Donor Engagement Surveys | Social Listening |
Pricing:
- $99/month for 0 – 1,000 records
- $199/month for 1,001 – 5,000 records
- $299/month for 5,001 – 15,000 records
- $399/month for 15,001 – 25,000 records
- $499/month for 25,001 – 40,000 records
- Click here for complete Bloomerang pricing
Donor Perfect
Donor Perfect aligns staff around organizational goals by combining data in one place. One of its unique features is that it is accessible to an unlimited amount of users, based anywhere. A certain amount of customization is available for even the basic package, such as branded donation forms that have been shown to establish trust and increase donor conversions. The platform focuses on reporting, donor engagement, and event management.
Top features:
| Personalized marketing communications, including advanced filtering, targeting, and segmentation | Top-rated mobile app |
| Automated workflows and scheduled reporting | Check scanner integration |
| Automatic monthly giving | Ticketing integration |
| Crowdfunding campaigns and peer-to-peer fundraising | Text messaging integration |
| Grants Management | Donor research and address changes integration |
| Dashboard reporting, including campaign and fundraising analytics | Matching corporate gifts integration |
| Auction management | Advocacy integration |
Pricing:
Starts at $89/month for 1,000 contacts, and up to $799/month for 75,000 contacts and full feature access. Click here for complete Donor Perfect pricing information.
Kindful
Kindful was founded on the simple idea that nonprofits should be able to spend less time focused on their database and more time focused on their mission. When your data makes sense, your mission thrives.
Kindful helps visualize data with intuitive reporting and seamless integrations that make your data mean something. Kindful helps build deeper relationships with donors and keeps your staff from wasting time on administrative tasks. By offering a modern fundraising platform, Kindful guides your organization to new and innovative ways to accomplish its goals.
Top features:
| Complete, real-time donor records (full giving history, social media accounts, classifications, etc.) | Automated & personalized outreach |
| Automatic data entry for new activity | Fundraising tools |
| Donor analytics | Data visualization |
Pricing:
- $100/month for 0 – 1,000 contacts
- $200/month for 1,000 – 5,000 contacts
- $300/month for 5,000 – 15,000 contacts
- Continuing up to $800/month for > 85,000 contacts
- See here for complete Kindful pricing info
Conclusion
Searching for a database software to integrate your workflow and even CRM software to eefectively track your client can be hard but however, with these tools above you are sure to have a good start!