Nonprofits » NonprofitCore » CRM
Gain a 360° View of Your Constituents
Nurture and cultivate stronger donor and funder relationships with individual, household, and organizational profiles, task management, and correspondence tools.
Profiles
Create unlimited profiles for individuals, households, and organizations and view a complete picture of their donations, expenses, relationships, tasks, notes, and communication history.
Revenue and Expense Tracking
Track and view a full history of revenue and expenses, including donations, grants, in-kind contributions, and more, across all profile types.
Custom Fields
Collect and easily filter by information that is important and unique to your organization with unlimited custom fields on profiles and opportunities.
Merge Duplicate Profiles
Find and review duplicate profiles and then automatically combine records to keep your database clean and up to date.
Create Meaningful Connections with Valuable Insights
Increase your efficiencies, ability to easily share insights and trends with stakeholders, and strategic decision-making with all your data in one spot.
Profiles Dashboard
View a comprehensive dashboard of your profiles and donor data with key metrics, trends, and insights for any date range. Or dig deeper for a visual summary of each profile.
Custom Reporting
Slice and dice your data as you’d like. Drag and drop metrics and attributes to create visual insights (charts, graphs, tables) that display performance and help your team.
KPI Alerts
Set a key performance indicator (KPI) alert to be notified when a KPI value on your Profiles Dashboard reaches a particular threshold.
Shareable and Scheduled Reports
Share one-time reports or schedule automatic and recurring reports and dashboards that can be easily exported to PDF or Excel files and sent via email to users or groups.
Over the years, we’ve had multiple staff members using multiple platforms to collect program data, track grants and donations, and manage finances, which has resulted in duplication of effort and errors when transferring data. NonprofitCore is exactly what we’ve been searching for. It consolidates everything in a single platform that meets all our needs.
-Susan Maddox, Friends of the Future
Communicate with Ease
Build lasting donor relationships and empower anyone on your team to efficiently steward and solicit the right people at the right time.
Email Correspondence and Templates
Build and segment lists based on profile and custom field criteria. Create and save campaign letters and email templates with mail merge functionality.
Task Management
Don’t miss a beat—create and assign tasks and export an ICS file to your calendar to stay on track and move towards your goals.
Email Communication History and Metrics
View email performance metrics or see a snapshot of all email communications delivered to an individual constituent.
Data Migration Tool
Save time importing new constituent records by quickly auto-matching fields, validating data cleanliness, or creating new custom fields to fill your needs.
FAQs
Can I purchase NonprofitCore CRM separately from NonprofitCore Accounting and Fundraising?
NonprofitCore cohesively syncs across fundraising, CRM, and accounting, enabling your organization to easily access real-time information in one location. At this time, it is not possible to purchase functionality separately.
