Choosing a CRM for your nonprofit is a big decision—it’s more than just software; it’s the backbone of your mission.
Whether you’re managing donor relationships, tracking volunteer activities, or planning fundraising campaigns, the right CRM can streamline your operations and amplify your impact.
But with so many options out there, how do you know which CRM is truly the best fit for your organization?
That’s where we come in! Here are 7 Best Practices When Choosing a New CRM for Nonprofits. This guide is your go-to resource for making a smart, informed decision.
Download our free Guide to Choosing the Right CRM for Your Nonprofit to help with your CRM search, narrow down your options, and equip you with the knowledge you need to make a confident choice.
The best way to determine if a CRM is right for your nonprofit is to involve key stakeholders in the decision-making process. Start by gathering input from your team on their needs and pain points. Then, create a list of must-have features and evaluate each CRM against our list of best practices. Don’t forget to request a demo or take advantage of a free trial to see how the software feels in action. Finally, consider the level of support offered — reliable customer service can be a game-changer when issues arise.
Take the Guesswork Out of Choosing Your CRM
Don’t leave such an important decision to chance. Download our free guide today and take the first step toward a CRM that helps your nonprofit thrive!
Donorbox aims to provide nonprofits with simple, effective tools to manage their fundraising activities, form better relationships with their donors, and build sustainable growth for their organization.
As one of the industry’s top fundraising platforms, Donorbox offers a variety of products, including donate buttons, embedded fundraising forms, custom fundraising pages, Text-to-Give, Peer-to-Peer, crowdfunding campaigns & more.
Donorbox is free to sign up, with no contracts and no montly fees. Along with the lowest processing fees in the industry, we have all the tools you'll ever need to get your mission from start to sustainability to success!