What to look for in a CRM for charities

The most dependable CRMs for charities have several features that make it easy for charities and nonprofit organizations to attract and retain individuals who support the organization in various capacities. These features may include:

  • Easy onboarding a non-clunky, intuitive software helps your team begin impactful work within minutes
  • Automations cover the time-consuming repetitive work so your organization can focus on other tasks
  • Smart collaboration to easily plan, track, and monitor all of your efforts while keeping everyone in the loop
  • Dashboards help you plug your data into a visual database for smooth volunteer management
  • monday.com empowers nonprofits of all
    shapes and sizes.

    No matter your cause, our cloud-based, user-friendly platform lets you bring all your work in one place to save time, money, and drive more impact. Start creating your CRM solution from ready-made templates or easily tailor any workflow or process to amplify your fundraising efforts. Here's what you'll get on monday.com:
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    Total flexibility

    Customize your CRM software to work for you without needing expert assistance. Edit columns to reflect budgets, email campaigns, contacts, progress, and more. Plan as many events or campaigns as you want on our flexible fundraising tool.
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    Intuitive interface

    Our drag and drop functionality and visual boards make it easy to create campaigns, processes, and see where work stands. See all of the details you need to plan, track, and launch fundraising campaigns, volunteer experiences, and more.
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    Robust automations

    Spend more time planning campaigns than on repetitive work that slows you down. Use our automatic reminders to automatically get notified when grants are approved, when important due dates arrive, when a status changes, and more.
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    Multiple views

    Visualize tasks, updates, projects, and other data however you want. monday.com offers views such as: Calendar, Gantt chart, Kanban board, Timeline, Chart, Map and more. For instance, use the Map view to see all volunteers across multiple locations.
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    Get all of your important information in one place with custom dashboards. See overall fundraising progress, number of volunteers, timelines, and other information. Run custom reports from a high-level view down to the very last detail.
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    Our customizable boards allow you to assign tasks, share files, ask questions, brainstorm, write notes, share data, and other communication tools—all while maintaining transparency to keep everyone on the same page.

    Is your organization eligible for a discount?

    Apply to our nonprofit program with your organization and you may be entitled to a discount on monday.com.

    Frequently Asked Questions

    • Charities use a customer relationship manager to manage their contacts, donors, and other supporters. A charity cloud CRM keeps all contact information in one place to help organizations understand and maximize relationships with donors.
    • A CRM allows charities to store all of their data in one, organized place, so team members can easily manage and optimize donor communication. When deciding on a CRM for charities, it's important to get one that requires no development assistance and is intuitive and easy to use, like monday.com Work OS.
    • A few of the top charity softwares include:

      monday.com Work OS
      Neon One
      Double the Donation

    Create a powerful client management system

    monday.com helps over 152K customers work without limits. Create a customized CRM for charities and easily track and maintain donor relationships.