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6 Reasons to Use a Non Profit CRM for Better Donor Management

A non-profit CRM (Customer Relationship Management) is a dedicated software that helps non-profit organizations manage details related to donors, clients, and volunteers. It gets an edge over traditional and mainstream which is dedicated to managing only finance-related work. Right from coordinating fundraising campaigns, and keeping a track of the schedules of the volunteers, to even tracking any communications from the donors, they deliver. In other words, CRM donation management software can also optimize the time, effort, and performance of your non-profit organization and can help you reach your goals faster in the long run. A non-profit CRM is nothing less than a powerful tool that can manage your activities related to CRM donor management. With easily customizable features, they have a lot to offer. Donor CRM has an important role to play in how they engage with audiences, collect data and prioritize resources across the board. Existing non-profit organizations may find it daunting to add a CRM into their day-to-day work. This is nothing less than an investment that can help empower the way nonprofit organizations work.

An effective Dynamics CRM and the goals of a nonprofit organization go hand in hand. Using a non-profit CRM can not only lead to faster performance of work but also help the organization inch closer to its goals, objectives, and mission. It is obvious that there is no compromise for having the best non-profit CRM for the smooth management of its operations. In such a case, Microsoft Dynamics 365 by Beyond Keys comes with services that offer customized workflows based on specific processes and needs. To help understand the donor management software better, Beyond Key also works as a consulting partner to help implement Microsoft Dynamics better for a variety of solutions through steps like logical architecture assessment, road mapping, and counseling on information regarding licensing and recommending the best options available.

Here are 6 reasons why non-profit organizations should use a donor CRM management like Dynamics 365:

CRM Infograph

  • Seamless creation of reports

CRM software can not only record and maintain data but can also provide insights to the organization in the form of dashboards and reports. A donor CRM usually comes with options and features to help the users configure the data based on their requirements and the metrics required, giving a high chance for personalization. Right from transactions to maintaining a list of attendees for any events, a non-profit CRM software cuts time in presenting data and is also a most sought-after alternative for rows and columns for any spreadsheet.

  • Data saved in a single location

Non-profit CRM software has a centralized database for storing data. This makes it easy for the staff to access information easily whenever needed. A centralized location can also be upgraded to be made more secure by adding encrypted servers in case there is a need to store sensitive and confidential data like payment history and details. In case your company has a roster of temporary workers, it is easier to navigate across data in case there is a need to add, remove, or edit the details.

  • Easy tracking of donation

Non-profit CRMs tend to have modules for handling all activities involving donations. Forms are usually the most sought-after way to collect data and receive donations. Forms available on CRMs can be easily customized by adding elements like the logo of the organization and its branding colors. All details entered are automatically stored in the donor CRM and this reduces the need to manually handle incomplete data. This helps in easy CRM donation management. Also, in the long run, with an easy donation, CRM comes easy planning of future fundraising goals.

  • Help cut costs

All functions that can be performed by a donor CRM can be done by a human too. But it is not feasible to have one in the long run. Many non-profit organizations hesitate in using a CRM due to the costs involved, but this is nothing less than an investment. Whatever costs are usually involved in hiring someone to perform these duties can be cut efficiently by using a CRM as the costs involved in the installation and paying the subscription fees is comparatively much lower than those involved in paying the salaries to a working professional for whatever a CRM can do.

  • Better Communications

CRM donor management helps in offering a faster communication network as better communication can help maximize the relationship between non-profit organizations and donors. They usually tend to ask for more information about the organization, right from objectives, mission, and milestones. They usually tend to look at the highlights from the past and the goals set for the upcoming years ahead. Using a nonprofit CRM donor management system can help get the kind of information they require. When they see more relevant information more often, they tend to get a better understanding of the kind of work the organization is doing to help in faster communications. Nonprofit donor CRM comes with templated schedules that can help save a lot of time that could be involved in sending the right communications at the right time. Such CRMs are automated and reduce the human effort to keep track of sending communications. Responding faster to the donors will give them an impression that they are being valued and will be eager to be a part of the progress. In such a case, a non-profit CRM delivers.

  • Increased transparency

With better communications comes better transparency, not only for the donors but for the members of the non-profit organization as well. Donors tend to expect access to information related to work in case they are willing to make a donation. A non-profit donor CRM helps store information in the form of reports, finances, members, mission, objectives, and milestones about the non-profit organization that can be presented to the donors upon demand. This level of transparency will give a sense of confidence to the donors as they will not face many hassles involving making a donation.


Through Microsoft Dynamics 365, non-profit organizations can drive successful campaigns and tailor-made customer journeys that can be rolled out at any point. With a variety of add-on solutions to try, like graphical extension, asset maintenance, donor management, and document configurator, all types of business requirements can be addressed easily. This in turn helps in running the operations of your organization smoothly. A donor CRM Microsoft Dynamics 365 also has got you covered in displaying information about how the donors interact with the organization, especially regarding a donation CRM. They are powered by real-time analytics that can monitor your data and also come with AI-driven insights to help you score, manage and prioritize any potential leads effectively and efficiently.

Even if the non-profit organization is using legacy software, Microsoft Dynamics 365 can help in a smooth transition. It comes with migration services such that the chances of data loss or downtime are down to nil. Microsoft Dynamics 365 can be integrated with any CRM and comes with a dedicated team of professionals that can help consult, implement and provide the necessary support for smooth operation of Dynamics 365, making it the go-to donation CRM for better donor management.