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The CRM guide every nonprofit leader needs:
save time, money, and headaches

The CRM guide every nonprofit leader needs:
save time, money, and headaches

The CRM guide every nonprofit leader needs:
save time, money, & headaches

We did the research, tested the features, and attended the demos—so you don’t have to.

CRM guide for nonprofits

Best for growing nonprofits

Learn which powerful, all-in-one CRM easily scales with your organization. Ideal for small to medium-sized teams that need an intuitive platform with donor engagement tools, built-in reports, and easy integration with your existing tech stack.

Best for streamlined donor communication

One particular CRM excels at tracking interactions across email, social, and web—perfect for nonprofits looking to engage their supporters across channels without the need for a dedicated CRM admin.

Best for customization

And there’s a top-tier CRM designed for larger organizations with complex needs. It offers unmatched flexibility and automation, and your go-to if you want to deeply customize your CRM to support multiple programs and large data volumes.

Must-have features to look for

Regardless of which CRM you choose, make sure it checks these boxes:

  • ✔ User-Friendly Interface: No time to waste on complex setups—look for a CRM your whole team can easily adopt.
  • ✔ Seamless Integrations: Ensure your CRM plays nice with the tools you already use, from donation platforms to email marketing.
  • ✔ Scalable Support: Pick a platform that can grow with your nonprofit’s needs—so you’re not stuck migrating again in two years.
  • ✔ Automated Reporting: Simplify your life with dashboards that keep your donor insights and campaign results front and center.

Ready to find the perfect CRM for your nonprofit?

Our guide takes the guesswork out of choosing the right platform—saving you time, money, and stress. We analyzed the top 22 most popular nonprofit CRMs and surfaced our top three picks, based on these key features:

  • Donation Forms
  • Peer-to-Peer Fundraising
  • Memberships
  • Grants Management
  • Receipt Generation
  • Fundraising Campaign Management
  • Donor Management
  • Activity Tracking
  • Email Tool
  • Social Media
  • SMS Tool
  • Marketing Automation
  • Landing Pages
  • Event Management
  • Advocacy Tool
  • Map Visualization Tool
  • Program/Impact Tracking
  • Volunteer Tracking
  • Direct Mail
  • General Document Generation
  • Reporting
  • AI Tools/Functionality
  • Wealth Screening Integration
  • Accounting Integration
  • Open API
  • Webhooks
  • Duplicate Management
  • Back-End Automation
  • Custom Objects
  • Data Import
  • Data Export
  • Data Partitioning/Role-Based Access
  • Security
  • GDPR Compatibility

View full list

Download the complete CRM guide now

Simply share a couple details, and we’ll send you the guide directly. No spam—just practical insights to help your nonprofit grow. Don’t wait—get the guide before your next platform decision.

A partner who understands nonprofits inside and out

Since 2014, we’ve teamed up with hundreds of nonprofits, from startups to those with $100M+ in annual revenue. By blending top-tier, for-profit strategies with our deep nonprofit experience, we zero in on two critical pillars for growth: fundraising and technology. Our team is sharp, dedicated, and focused on helping you boost both productivity and impact.

Traditional implementation partners aren’t nonprofit experts that have boots-on-the-ground experience CauseMic brings to the table. In order to trust this journey, I needed a partner that understood my organization and the nuances of using digital tools in the nonprofit world. I needed someone who just 'got it' and had already walked a mile in my shoes. Having CauseMic as a long term partner is a great peace of mind.
Noah Horton

Noah Horton
Chief Operating Officer, Greater Good Charities

What’s really unique about CauseMic is that they don’t have a one-size fits all approach. They really roll up their sleeves and get under the hood to understand all of the nuances of an organization. They understand the players, get to know your mission, the internal constraints with regards your budget, people, or board of directors, and then they think strategically about what the right-size solutions are for your organization.
Jake Wood

Jake Wood
Cofounder and Executive Chairman, Team Rubicon