About this template

Non-Profit Program Management CRM Template structures initiatives into workflows. Assign owners, monitor deliverables, and keep stakeholders updated with real-time dashboards.

What’s included

Boards

Accounts Board - This board helps non-profit product managers keep track of all organizational accounts efficiently. Columns for Name, Domain, Industry, Number of Employees, and Headquarters Location provide essential details at a glance, while the Contacts and Deals columns ensure that all related interactions and transactions are easily accessible. The Description and Company Profile columns offer deeper insights into each account, enabling better relationship management and strategic planning.
Leads Board - The Leads board is designed to streamline the lead management process. It allows product managers to track the status of each lead, initiate contact using the Create a Contact button, and log key information such as Company, Title, Email, and Phone. The Last Interaction column helps maintain timely communication, ensuring no lead is forgotten or neglected. This board is crucial for converting leads into active donors or partners.
Contacts Board - This board centralizes all contact information, making it easier for product managers to manage relationships. With columns for Name, Email, Phone, Title, and Company, you can quickly access and update contact details. The Accounts and Deals columns link related information, while the Deals Value column mirrors the monetary value of associated deals. The Priority and Type status columns help prioritize outreach efforts, and the Comments section allows for detailed notes on interactions.
Deals Board - The Deals board is essential for tracking the progress and management of all deals. It includes columns for Deal Name, Stage, Owner, Deal Value, Expected Close Date, and Close Probability, which help in forecasting and assessing deal status. The Contacts and Accounts columns ensure all related information is linked, while the Last Interaction column keeps the team updated on recent communications. This board enables non-profit product managers to stay on top of potential funding opportunities and partnerships.
Donors Board - Managing donor relationships is simplified with the Donors board. Key columns such as Name, Donation Amount, Donation Date, Contact Information, and Email provide a comprehensive view of each donor's contributions. The Status column helps track the donation process, while the Notes section allows for personalized remarks and insights. This board helps product managers maintain strong donor relationships and effectively manage fundraising efforts.
Grants Board - The Grants board is tailored to track and manage grant applications and awards. Columns for Grant Name, Grant Amount, Grant Date, Grant Provider, Contact Information, and Email ensure all necessary details are recorded. The Status column helps monitor the application process, from submission to approval. This board aids non-profit product managers in securing and managing grant funding, ensuring that all opportunities are maximized and tracked efficiently.

Dashboards & Reports

Annual Target - This dashboard helps non-profit product managers track yearly fundraising goals or project milestones. It provides a clear view of progress toward annual targets, helping to identify if the organization is on track to meet its strategic objectives.
Monthly Target - This dashboard allows product managers to monitor monthly fundraising or project targets. It helps ensure that short-term goals align with the annual plan, facilitating timely adjustments to strategies if necessary.
Average Deal Value - This dashboard tracks the average size of donations or grants secured, providing insights into donor behavior and helping to identify opportunities to increase average contributions.
Active deals - Forecasted Revenue - This dashboard forecasts potential revenue from active grants or donations, enabling product managers to plan resource allocation and project funding more effectively.
Deal status distribution - This dashboard shows the distribution of deals across different stages, helping product managers understand where most deals are in the pipeline and identify bottlenecks.
Actual Revenue by Month (Deals won) - This dashboard tracks the actual revenue received each month from successful deals, providing a clear picture of cash flow and financial health.
Pipeline conversion - This dashboard tracks the conversion rates of deals through various stages, helping product managers optimize the fundraising process and improve the success rate of campaigns.
Activity tracker - This dashboard tracks all activities related to deals, including meetings, calls, and emails. It helps product managers ensure that follow-up actions are timely and effective, maintaining momentum in the fundraising process.
Forecasted Revenue by month - This dashboard forecasts revenue on a monthly basis, allowing product managers to anticipate financial inflows and plan budgets accordingly.
Forecasted Revenue by Stage - This dashboard forecasts revenue based on the current stage of each deal, providing a more granular view of potential income and helping to prioritize efforts on high-potential deals.
Deals Stages by Rep - This dashboard tracks the performance of individual team members, showing the stages of deals they are handling. It helps product managers identify top performers and areas where additional support or training might be needed.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on when they were added to the pipeline, helping product managers identify trends and the effectiveness of recent initiatives or campaigns.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that team members are immediately informed about new communications, facilitating prompt follow-up and maintaining engagement with donors or partners.
When an email is opened → Notify item subscribers with a message - This automation helps product managers track donor engagement by notifying them when emails are opened, allowing for timely follow-up actions to maximize impact.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of managing new contacts by automatically organizing them, saving time and ensuring that all potential donors are properly tracked.
When an lead is created → Set its status to 'New Lead' - This automation ensures that new leads are correctly categorized, providing clarity and helping product managers prioritize outreach efforts.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps the 'Last interaction' date up-to-date, allowing product managers to easily track the recency of engagements and plan follow-up activities accordingly.

Frequently asked questions

How can this CRM help manage donor relations and track donations?

This template allows you to maintain detailed donor profiles, track donation history, and segment donors for targeted communications, ensuring personalized and efficient donor management.

How does this template assist with volunteer engagement and tracking?

The CRM includes features for recording volunteer information, tracking participation in events, and monitoring volunteer hours, helping you to engage and retain volunteers effectively.

Can this CRM template help with event planning and management?

Yes, the template includes tools for scheduling events, managing event logistics, tracking attendee registrations, and ensuring successful event execution.

How can I use this CRM to measure the success of our non-profit programs?

The template provides reporting and analytics features that help you track key performance indicators (KPIs), measure program outcomes, and generate impact reports for stakeholders.

How does this CRM ensure compliance with non-profit regulations?

This template includes compliance tracking features to help you adhere to non-profit reporting requirements, donor privacy laws, and other regulatory obligations.

Can this template help with managing grants and funding opportunities?

Yes, the CRM includes tools for tracking grant applications, managing funding sources, and monitoring the progress and impact of funded projects.

How can this CRM improve communication within our non-profit organization?

The template supports internal communication by providing tools for team collaboration, task management, and sharing updates, ensuring everyone stays informed and aligned.

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