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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

After we made introductions, I asked about their donor CRM, jotting notes as they shared their hopes, frustrations, and data woes. As their list of frustrations grew and their unfulfilled hopes piled up, they asked me if I thought it was time to change to another donor CRM. It was a client kickoff call like so many others.

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CRM Software for Nonprofits vs. Fundraising Platforms: The Essential Breakdown

CauseVox

That’s when it hit us: they didn’t need just a fundraising platform, they needed CRM software for nonprofits. While a fundraising platform helps you raise money by hosting donation pages, peer-to-peer campaigns, events, and more, a CRM software for nonprofits helps you manage donor relationships. What Is a CRM Software for Nonprofits?

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8 Ways to Optimize Your Fundraising With a CRM for Nonprofits

CauseVox

But heres the good news: a CRM for nonprofits (Customer Relationship Management system) isnt just a digital rolodex, its a dynamic tool designed to help you build, nurture, and grow relationships with your supporters. With the right CRM for nonprofits, you can go beyond donor management and actually level up your entire fundraising strategy.

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How to Determine Your Needs When Choosing a New Fundraising CRM

Blackbaud

Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.

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Donor Segmentation: What It Is, And Why It Matters

CauseVox

Your CRM or email platform probably allows tagging or filtering lists. That’s where a nonprofit CRM (Customer Relationship Management) system becomes essential. A good CRM helps you: Track donor interactions across campaigns and touchpoints. Visualize and manage every stage of your donor pipelines with CauseVox’s CRM.

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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Bonus tip : Use view-only access into both the fundraising CRM and accounting system, so staff have applicable access for their roles to the real-time data on the grant.

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Launching an SMS Fundraising Strategy: A Nonprofit FAQ Guide

Get Fully Funded

Your donors might be ready to give before you even realize they are. Integrations: Ensure your SMS platform integrates seamlessly with your CRM, donation tools, and email system. Donation: When trust and interest are high, send a compelling text donation appeal with a clear call to action.