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Common CRM problems in Fundraising

Why most CRMs
don't work for
Fundraising

Most CRMs lack the workflow flexibility and automation needed to handle the complex, non-linear, and compliance-heavy processes typical in fundraising, forcing organizations to adapt rigid systems that don't fit their unique, regulated operations.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Fundraising field

"We can't automate our multi-step donor engagement process the way we need to."

"The CRM won’t support our specialized reporting and compliance requirements."

"We’re constantly struggling to adapt rigid workflows to our unique campaigns."

"Integrating with our other fundraising tools is a constant headache."

Monday.com CRM solution for Fundraising

So, What makes monday CRM
perfect for Fundraising?

Centralized Donor Management

Keep all donor and fundraising data in one place for total transparency and easier relationship-building.

Faster Fundraising Campaigns

Quickly plan, launch, and track campaigns with custom workflows and automated reminders.

Streamlined Team Collaboration

Unite your fundraising team with shared boards, task assignments, and real-time updates.

Easy Customization for Nonprofits

Adapt the CRM to your unique fundraising needs without any technical expertise required.

Use cases for Fundraising

Key use cases

Teams in the fundraising industry use monday CRM to streamline donor management, coordinate campaigns, and drive greater fundraising impact through automation and centralization.

📋

Centralized Donor Database

Store donor contact details, donation history, and communication logs in one easily accessible location for efficient relationship management.

📈

Campaign Planning & Tracking

Plan, launch, and monitor fundraising campaigns, setting goals and visualizing progress to maximize outreach and results.

📧

Automated Communication

Automate personalized fundraising emails and updates to donors, increasing engagement and freeing up staff time.

🔍

Data-Driven Insights

Leverage real-time analytics and reporting to understand donation trends and campaign effectiveness, guiding smarter fundraising decisions.

🤝

Volunteer Coordination

Organize volunteer recruitment, allocation, and scheduling, ensuring smooth event management and positive volunteer experiences.

🔗

Seamless Collaboration

Enable teams to collaborate efficiently with shared workflows, task assignments, and transparent communication—all in one platform.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize donor profiles, interactions, and giving history all in one place, making it easy to build strong relationships and follow up effectively.

Yes, you can use custom dashboards to visualize campaign progress, see your fundraising totals at a glance, and quickly share updates with your team.

Absolutely—monday CRM allows you to manage and track recurring donations, helping you maintain consistent funding and engage loyal supporters.

You can easily plan, track, and manage fundraising events, including ticket sales and attendee information, right alongside your other campaigns.

monday CRM is highly flexible, letting you tailor workflows, fields, and dashboards to fit your specific processes and fundraising goals without needing technical expertise.

Yes, monday CRM provides dedicated tools for tracking grant applications, deadlines, statuses, and reporting in addition to supporting donor management.

monday CRM offers an intuitive, user-friendly interface designed for nonprofits, so your team can get up and running quickly without a steep learning curve.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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