What is a nonprofit organization?
A nonprofit organization is an organization that is dedicated mainly to social causes and not for generating profits. These non-profits include churches, hospitals, orphanages, nursing homes, charities, volunteer service organizations, and foundations.
They do not have a regular source of income, but they heavily rely on admission fees, donations, government grants, and subscriptions.
Managing a nonprofit organization:
For non-profit organizations to run smoothly, it is essential to maintain a workflow and see that they get a regular source of income.
These nonprofits require a lot of internal management, from managing donations, to managing events, volunteers, accounting, and everyday expenses.
Moreover, it requires proper management of relations between the volunteers, donors, sponsors, and stakeholders.
Opting for CRM software would be a wise option to streamline the work process and manage things efficiently.
As per the survey, the adoption of CRM for nonprofits has increased by 19% over the past five years.
In this article, we will explore how the features available in OfficeClip CRM software will manage your nonprofit organization’s work processes and help you make an impact.
How OfficeClip non-profit Free CRM software features will help?
Let us see how our free features will prove helpful to your nonprofit organization:
Managing Donor’s detailed information:
OfficeClip CRM software will maintain a detailed list of all your donors in the Contacts module. Each donor’s information includes their address, email, phone no’s, profession, etc. It also includes the donation details about how much they have paid and when. You can customize the fields as per your requirements.
This data can be maintained in a separate Accounts module for businesses or companies that donate regularly. This module will also store all the details on the donations received.
This detailed information will help to track the communication of regular donors or donors with a gap.
Invites through Calendar:
If your organization has organized a fundraising event, you can create a group event in the Calendar and invite all the attendees. These attendees will automatically receive an invitation via email. So, you need not send separate invites via email.
Follow-ups with donors:
If a donor is regularly paying every month and suddenly if you stop receiving the donations from that person, you can track the previous record or interaction through CRM and follow-up with them to see if they forgot or their card has been declined.
You can also create a call list for regular follow-up with such donors or companies to ensure you receive regular donations on time.
Once you receive the donations, you can also set up a schedule for the Thank You call.
Segmentation:
You can segment donors or companies who pay monthly, six-monthly, or yearly. Once segmented or tagged, you can keep track of the payments in that period and invite them to different events and charities or send campaigns.
You can also segment donors based on demographics, interest, level of engagement, frequency of giving, donation amount, etc.
Import/export list of guests or donors from spreadsheets:
With a CRM, you can easily import or export the list of different donors, volunteers, or companies from various spreadsheets.
Assigning tasks to the volunteers:
Your organization may have many volunteers who are willing to help you out. So, creating a list of tasks in Task management and assigning them to these volunteers will help you understand the status of tasks, the tasks to be assigned, and completed tasks.
The task manager also sends a notification to the volunteers about the tasks assigned to them. You can also monitor the open and overdue tasks.
Sending campaigns for fundraising events:
You must regularly check that you receive funds to keep the organization running smoothly. For this, you can create multiple campaigns for fundraising events, emails for donation requests, or newsletters and send these campaigns to donors and companies in bulk. You can set up custom smtp for sending emails.
Integrations with Mail jet, Socket labs, Sendinblue or Sendingrid, will help you send campaigns or emails in bulk and smoothly.
Increase your non-profit organizations’ visibility:
Embedding the webforms on your organization’s website will help you generate more inquiries and increase the chances of getting more funds or volunteers to help you out. In addition, the information in webforms is saved in your Contacts database, where you can take further action.
Analysis with Reports:
Once you view the reports, you will get an overview of all donations, and it will help you identify who has paid and when. In addition, the reports will help you to determine the trend of the donor lifecycle, and wherever you find a lapse, you can email those donors and send them reminders.
But if your organization is looking for more advanced features which will save much of your time and effort, you can opt for our paid Edition. This edition has features like:
Integrations:
Our integration with:
- Stripe and PayPal will help you receive online payments.
- Integration with QuickBooks will help manage all your organization’s accounts.
Custom fields:
You can create multiple custom fields with different field types as per your organizational requirements.
Automation:
Our marketing automation will eliminate a lot of your manual tasks. For example, if you have entered a donor in your system, a task or event will be created automatically. Also, you can set a time when they will receive an email campaign, or the system will automatically create a date for a follow-up with them.
Custom reports:
You can create custom reports as per your requirements with the fields and filters you prefer.
Nonprofit CRM statistics:
| 53% of nonprofits use CRM to manage their donor data |
| 62% say that a CRM has helped them efficiently manage donations and donor engagement |
| 87% of nonprofit organizations believe that CRM software has positively impacted their fundraising effort. |
| 58% say that the software has helped them increase the number of donations and acquire new donors. |
| Nonprofits regularly analyze their donor data and adjust their fundraising strategies accordingly, which helps them to achieve their fundraising goals. |
While CRM is a highly effective tool, it has few challenges:
| 36% avoid CRM due to lack of budget, 30% due to lack of training |
| 41% say they have difficulty integrating their CRM software with other tools and platforms |
| 33% say they have difficulty segmenting donors |
Data Source: Abdalslam.com
While the challenges are few, OfficeClip has the solution for all the above issues:
- Our Standard edition is free, and our professional edition starts from $3/user/month.
- We provide 24/7 email support and offer a demo if required to understand the software. Apart from this, we have detailed documentation available.
- Our interface is simple and easy-to-use .
- Integrations with our software are relatively straightforward. If any issues are faced, our support team will help you resolve those issues.
- Finally, segmenting or tagging donors is quite simple, and detailed help is available for this feature.
Overall OfficeClip non-profit CRM solution will help your organization with sponsor and donation management.
Most importantly thing is all your data will be in one place and not scattered in different spreadsheets. Also, you can give access to your volunteers as it has a centralized database system.
This is the best nonprofit CRM software to provide accurate data and donor information. It will save you time and energy and simplify your workflow.
Deepa Kapoor is an online writer for small businesses. She loves to write on the advancements of new technologies and how it affects our lives. She always explores ways to make small businesses more profitable. When not writing, she enjoys reading books and cooking exotic traditional food.