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Every Nonprofit Needs Good CRM Software

by Ethan
4 years ago
in Health
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Every Nonprofit Needs Good CRM Software
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It’s especially challenging nowadays to run a nonprofit. With government funding drying up, donations decreasing, and cyberattacks spiking, there are plenty of new hurdles alongside traditional ones, such as managing cases, members, special programs, and other objectives.

To ease the burden, you need the right Constituent Relationship Management CRM Software designed to aid nonprofits. For many years, organizations of various sizes have used CRM software to improve management, workflow, and efficiencies. However, only recently have we seen CRM software specially developed to help nonprofits.

Here are some sectors that rely on CRM software:

  • Human Services
  • Health Organizations
  • Environment and Animals
  • Small-sized nonprofits
  • Medium and large-sized nonprofits
  • Arts Organizations
  • Education Services
  • Mission Specific

Table of Contents

  • A Cutting-Edge Platform
  • Live Support
  • Remote Working
  • Security

A Cutting-Edge Platform

One outstanding CRM software for nonprofits is developed by Sumac that helps nonprofits effortlessly organizeall oftheir information securely in one place, without relying on a series of worksheets, Word docs, calendars, and lists.

The Sumac dashboard features advanced functionality that can help your organization with online donation pages, memberships, case management, course registration, volunteer management, Quickbooks integration, email marketing, and so much more.

The software can be customized to include all the features you need. You simply start with the basic CRM, select your add-ons, and let them configure your needs.

Of course, software developers that care about their clients will never try to nickel and dime them. They don’t want users to feel pressure to go over their budget, especially because they’re nonprofits. That’s why the basic version of the software is free to use for organizations that qualify and offers some of the following essential features:

  • Contact management
  • Payment processing
  • Custom reporting
  • Email Marketing & Receipting
  • Donation management
  • Event management
  • Time tracking
  • Invoices & Accounting
  • Reminders & Action Plans

Remember, the best CRM software is reasonably priced so that it can fit your budget. Software essential to your organization should never feel like a burden, especially in times of economic uncertainty.

Live Support

A good CRM provider knows that its clients may not have access to a robust IT department that can address any software concerns on time. That’s why you need CRM software that’s user-friendly, easy to set up, and offers live support, whether you’re using a basic package or have selected all the bells and whistles.

Remote Working

Many people who run nonprofits preferred AWS-based CRM software anyway because it allowed them to work remotely, overseeing the organization without affecting their regular work. However, in the age of COVID-19, it’s critical to use CRM that seamlessly allows your organization to work remotely.

Security

Your CRM software should be highly customizable, so you can share information with staff and volunteers on a need-to-know basis. In addition, with cyberattacks against charities and other nonprofits spiking, the software should have a secure database that protects confidential information.

After all, your nonprofit processes sensitive data when it accepts payments and donations. A single breach can adversely impact your organization’s reputation, so work with a secure platform.

With the right CRM software, your nonprofit can keep running smoothly, efficiently, securely, and safely.

Tags: CRM Software
Ethan

Ethan

Ethan is the founder, owner, and CEO of EntrepreneursBreak, a leading online resource for entrepreneurs and small business owners. With over a decade of experience in business and entrepreneurship, Ethan is passionate about helping others achieve their goals and reach their full potential.

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