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5 SOPs to Streamline Your Nonprofit CRM

CauseVox

In this article, we’ll walk through 5 SOPs you can set up in your CRM (Customer Relationship Management) tool to help you stay organized, save time, and never miss a beat when it comes to donor relationships. Plus, when your CRM is tidy and standardized, you can actually use it to drive fundraising results. Let’s dive in.

CRM
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How to Set Up a Challenge Fundraiser for Your Nonprofit 

CauseVox

Download Our Free Ultimate Guide To Peer-To-Peer-Fundraising : 4. To make the process of creating your toolkit as seamless and quick as possible, weve created a free customizable toolkit template for you to use! Download Our Free Customizable Peer-to-Peer Fundraising Toolkit Template & Guide : 6.

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How to Prepare Your Grantmaking for Economic Uncertainty (and Why Now is Different)

Blackbaud

Proactively share resources such as templates for strategic budgeting or checklists for cost containment best practices. Start with flexible applications that feed directly into your CRM. When your CRM and grantmaking tools work together, you can spend less time managing data and more time focusing on your mission.

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Donor Welcome/Onboarding Sample Journeys

CauseVox

Tools & Tracking Use your CRM to keep track of these interactions and automate where it makes sense. A good CRM helps you organize donor data, schedule follow-ups, and personalize content based on giving history or interest. You’re welcoming someone into your community, not delivering a corporate update.

CRM
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Year End Giving: The Step-by-Step Guide For Nonprofits

GiveSmart

Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters. Donating should be quick and easy! Peer-to-peer fundraising allows supporters to donate directly to your cause or volunteer to fundraise on behalf of your nonprofit.

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Fundly vs. GoFundMe: Which Platform Is Best For You?

Fundly

Additional integrations with the NonProfitEasy CRM, Double the Donations matching gift search tool , QuickBooks, Mailchimp, and other popular solutions allow you to extend your fundraising capabilities further. By downloading the GoFundMe app, you can set up a fundraiser, upload images, and track donations through your phone.

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Annual Giving Basics: A Fundamental Guide for Yearly Donations

Blackbaud

Check out the following resources to support your annual giving program: Your Ultimate End-of-Year Fundraising Toolkit: Packed with strategies, templates, checklists, and insights to make this your most successful year yet.