Gain a 360° View of Your Constituents
NonprofitCore’s Constituent Relationship Management (CRM) provides a complete picture of your individual, household, and organizational profiles—helping you nurture and cultivate stronger donor relationships.
Create profiles for individuals, households, and organizations and view a complete picture of their donations, expenses, relationships, tasks and notes, and communication history.
Revenue and Expense Tracking
Track and view a complete history of revenue and expenses, including donations, grants, in-kind contributions, and more, across all profile types.
Collect and easily filter by information that’s important and unique to your nonprofit organization.
Merge Duplicate Profiles
Find and review duplicate profiles and then automatically combine records to keep your nonprofit CRM 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.
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.
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.
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.
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.
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
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.
Can I purchase NonprofitCore CRM separately from NonprofitCore Accounting and Fundraising?
At this time, it is not possible to purchase the nonprofit accounting, nonprofit CRM, or nonprofit fundraising functionality separately. NonprofitCore cohesively syncs across accounting, CRM, and fundraising, enabling your organization to easily access real-time information in one location.