Wednesday, 04 January 2023 15:12

6 must have features for your charity CRM software

A nonprofit organisation doesn’t sell anything. However, that doesn’t mean there is no need for a CRM. The right nonprofit CRM system can revolutionised the way your organisation works. Here are 6 main features that you must have in Charity CRM Software

1. A Single Source of Enquiries

How do people contact your organisation? It’s probably through multiple channels such as forms on the website, helplines, QR codes at events, chat integrations … Your CRM system needs to be able to collect those enquiries and centralised in one record for each user.

CRM systems compile customer data across different channels, or points of contact, between the customer and the company, which could include the company’s website, telephone, live chat, direct mail, marketing materials and social networks.

2. System Integration With Multiple Popular Apps and Scalability

It’s important to choose charity CRM software which able to connect to different popular software and systems, to allow room to grow and develop, with further integrations down the line.

As your charity organisation grows, it requires to scale up your charity CRM system as well, because the more you will know what you need from it in the future !

3. GDPR Compliance and Consistency (Australian Privacy Act)

Many CRM software need to have a consent choices with GDPR regulations. Your charity CRM software needs the ability to view, copy and delete user information upon request, which is a lot easier to do when it is centralised.

4. Grant Applications and Event Tracker

If your organisation holds a lot of fundraising events, selecting charity CRM system with event management is a must. It gives your team a power to track submissions from start to finish, share documentation with other users in the team, and automate reminders to renew or reapply for grants. Making a seamless process for your charity organisation.

5. Power of Reporting

A CRM platform can help charity leaders evaluate the performance of each campaign they organize. You can see how much money is raised, board and staff reports, opportunity reports, and other general fundraising reports.

If you see a donor who has given a thousands of dollars in one year, find out more about them. Have they participated in an event or fundraiser? Use this information to better thank you donors and improve their experience with your organisation.

6. Templates Utilisation for Productive Work

Save time by ensuring all potential service users are eligible for the support requested. Automations can also be set up using email templates and pulling in relevant information, so it is easier to carry out tasks such as working with other referral partner.

Microsoft Grant Initiatives for Charity Organisation

Microsoft for Non Profit is built for non – profit organisations, with huge range of functionality to manage constituent information and build complex, highly customised workflows. There are a large variety of add – ons for anything you could think of, including HR processes, different layouts for different teams, data visualisations, volunteer management, text message fundraising … you name it.

Other important factor is pricing. Microsoft has special quote for non profit organisation in Australia that looking for charity CRM software. Contact us to get more information about this grant.