The Four Best CRM Software for Nonprofits Tips You’ll Read This Year

4 Best Tips on the Value of CRM Software for Nonprofits

I have been writing quite a bit about the principles and concepts of CRM for Nonprofits lately. Why? It’s simple. Almost every client I visit with today seeking a donor database or membership system seems to desire the basic tenants of CRM which seem to be nonexistent in many of the traditional tools on the market today. Certainly, you can check out our prior posts on CRM software for nonprofits. But, in this brief article, I outline 4 of the best tips to reap the value of Customer Relationship Management Software.

The 4 Best CRM Software for Nonprofits Tips in 2015

  • First Tip

    Can we agree that we are all inundated with electronic-generated information? CRM can help you and your organization stand apart from the crowd by doing something different from your peers vying for their attention. How? Simply create and distribute your appeals, newsletters, and acknowledgments of donations off-line. Certainly, you will need a good list with integrity and one that is easily produced. That’s one aspect of CRM. If your donor list isn’t too large, write a hand-written letter of thanks to your donors. Or, pen hand-written notes on the acknowledgment letters for the top donors. Always call your first-time donors to thank them for their gifts. Make them see how special they are. Integrate all communications. In addition to producing the list in CRM, track your activity, and set up a To Do follow-up to check in. Easy stuff can make a big impact.

  • Second Tip

    For almost all organizations and especially nonprofits, your website is the on-line connection between you and your members (donors, customers etc.) throughout the year. CRM software and your database should be integrated so that you do not lose that important activity history. Update content weekly. Make visitors want to stay on the site and return soon. If integrated with an email marketing solution, use email lists stored in your CRM database. CRM should integrate all communication touch points (snail mail and electronic).

  • Third Tip

    Here is the third tip. Your record keeping is your lifeline and the key to meeting the funding mission of your organization. Yep, you guessed it. CRM Software is valuable there too. If you have to spend a little more money to get a CRM software that works like the programmer designed it especially for your organization, do it. The CRM database houses the current contact information, donation information, and creates reports that allow you to see retention rates and donation rates from year to year. And, by all means train everyone in your organization to use the database software  — and the information it provides. I realize that this is a basic tip but unfortunately isn’t always done.

  • Fourth Tip

    Remember, interactions between you and your donors are key. CRM Software now allows you to keep pictures on your constituents. So, when you talk to them or see them at that next event, you can easily put a name with a face. I must admit that I struggle with remembering names. CRM Software does and can help folks like me to remember faces and names and greet them as friends whenever you see them at functions. With CRM, I believe that my clients can make their members or donors feel more special with this one little added bonus of CRM Software at your nonprofit.

Ok, I have shared with you four quick tips of mine. How about you? If you use a CRM Software at your Nonprofit let me know others I may be missing.

And, if you are looking for a CRM Software platform for your Nonprofit, we can help you find the software that best suits your needs. To talk more about this, or anything else, please contact us.

Until next time, keep SmartThoughts in mind.

We discuss how to find Donor Software for Nonprofits


3 Strategies For Selecting The Best CRM Software For Your Nonprofit

Nonprofit CRM Software is critical to success at your organization!

Investing time in building relationships delivers the best returns, and for a nonprofit  leads to exceptional results.  In this article, we discuss 3 quick items you must do before seeking a CRM software for your nonprofit to help build and develop your relationships.

Customer relationship management (CRM) software is designed to alleviate the heavy workload of managing donor records, planning and executing campaigns, tracking progress and many other time-consuming tasks.Freeing up time to pursue new donors, volunteers and plan major events is a constant challenge for many nonprofits, regardless of their size. At SmartThoughts, it’s our mission to assist you in finding the best possible nonprofit database management system for your organizations unique needs.

Keys to Selecting A CRM System 

There are literally thousands of non profit CRM software options designed for nonprofits today. Finding the one that best aligns and strengthens your nonprofit’s mission, vision and goals is a challenge. We’ve found three key strategies to keep in mind when looking for a CRM system for your nonprofit’s needs:

Create a Strategic View:

Create a strategic view of your nonprofit that includes all the present and potential communication channels you will use to reach donors. Many Non Profit  CRM systems today are built to support multi-channel communication, marketing and selling. Defining all the possible channels of communication you want to connect with donors will help to define the best possible set of CRM systems for your unique needs.  


Prioritizing the most and least effective alumni, donor and volunteer strategies today and the time it takes to complete them is essential. CRM software for not for profits are excellent at automating routine tasks, freeing up valuable time. Concentrating on the most important strategies and delegating routine, manual and time-consuming tasks to a CRM system frees up many nonprofits to accomplish more.

Define Success:

Defining what success looks like for your nonprofit in terms of analytics. One of the most important aspects of selecting a CRM system for your nonprofit is determining which measures of performance (sometimes called metrics and key performance indicators) you’ll use to measure performance. A good software advisement firm will work with your nonprofit to understand how you measure success, so the best possible CRM system is selected using SMART Goals (Specific Measurable Attainable Realistic and Time-Bound).

These are few quick ideas to get your search started as you review software for your non profit organization. For assistance in selecting the best non profit CRM software for your organizations needs, contact us today.

Until then, keep SmartThoughts in mind.

Download your free software for non profit list here!