CRM for Nonprofit & Charity
Donor management, program tracking, and volunteer coordination without per-seat fees eating into your mission budget.
Nonprofits need enterprise-level CRM but can't afford enterprise-level pricing. Per-seat fees are a tax on growth for mission-driven organizations. We build custom systems with zero per-seat fees so every dollar goes further toward your mission.
Challenges We Solve
Common pain points in nonprofit & charity, and how a custom CRM eliminates each one.
The Challenges
- Donor data scattered across spreadsheets, email, and event platforms
- Grant reporting requires weeks of manual data compilation
- Volunteer coordination relies on phone trees and group texts
- No unified view of constituent relationships across programs
Our Solutions
- Centralized donor profiles with giving history and engagement
- Automated gift acknowledgments and year-end tax receipts
- Grant reporting dashboards with real-time outcome metrics
- Volunteer management with scheduling and hour tracking
Fundraising That Flows
Every donation, pledge, grant, and in-kind gift tracked in one place. Automated acknowledgments, recurring gift management, and campaign analytics give your development team superpowers.
- Donor profiles with complete giving history and capacity indicators
- Automated gift acknowledgments and pledge reminders
- Campaign tracking with ROI analysis by channel
- Major gift pipeline with moves management
- Year-end tax receipt automation
Prove Your Impact
Funders want outcomes, not activities. Our dashboards track program metrics in real time and generate grant reports with a click instead of a week of spreadsheet work.
What Our Clients Say
“We were paying $800/month for a CRM that couldn't even integrate with WooCommerce properly. The custom build costs nothing monthly and does 10x more.”
Megan Torres
Director of E-Commerce, Sagebrush Outfitters
Boise, ID
“Moving from HubSpot to custom felt risky. Six months in, our team efficiency is up, our client satisfaction scores are higher, and we're spending $0 on per-seat licenses.”
Rachel Abrams
Principal, Abrams & Co Advisors
Miami, FL
“We needed a system that handled intake, insurance verification, and therapist scheduling in one place. Off-the-shelf options couldn't touch what we got built custom.”
Lisa Goodwin
Director of Operations, Summit Behavioral Health
Nashville, TN
“Commercial energy audits, proposal generation, and project tracking all streamlined. We close more deals because prospects see professionalism at every touchpoint.”
Lisa Chen
Account Manager, GreenGrid Utilities
Sacramento, CA
“The client portal they built is a game changer. Clients can see their entire relationship with us (documents, meeting notes, action items) without a single phone call.”
William Fitzgerald
Founder, Fitzgerald & Associates
New York, NY
“Foster family management, case tracking, and donor relationships in one system. We can show funders exactly how their dollars create outcomes. Grants increased 40%.”
Diane Foster
Executive Director, Children's Hope Alliance
Charlotte, NC
“HIPAA compliance was non-negotiable. They built it into the foundation, not as an afterthought. Our patient follow-up workflow went from 12 manual steps to 3 automated ones.”
Dr. Robert Chen
Practice Administrator, Meridian Family Medicine
Portland, OR
“We doubled our inquiry-to-enrollment conversion rate in one year. The automated nurture sequences keep prospective families engaged through the decision process.”
Ryan Cooper
Director of Admissions, Horizon Learning Center
Raleigh, NC
Ready to Transform Your Nonprofit & Charity CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.