Zoho CRM
Donor relationship management
A customizable and integrated donor management platform that makes every mission possible for non-profits of all types and sizes. Set up a central database, drive lasting impact with omnichannel messaging, use smart webforms to improve engagement, and make communications with your stakeholders easy to manage.
Implemented with context by EdZolaBest used when
Your team has a clear workflow owner, representative data and time to test the setup before a wider rollout.
Nonprofit use cases
Where Zoho CRM can help.
- Manage all your stakeholders (donors, partners, beneficiaries etc.,) data in one place and give them access to their data where they can update details using self-service portals
- Contact your stakeholders in ways they prefer - call them, send an email, use live chat, set up meetings - from one place
- Configure the view for the users from different programs and choose what data can be accessed by them.
- Effectively track grants, scholarships and donor contributions with the pipeline management system.
Capabilities
Useful building blocks—not a substitute for process design.
- Donor/donation
- data Management
- Beneficiary Data Management
- Volunteer/staff Data mangement
- Self-service portals for donors/volunteers
- Fund management
- Omnichannel communication
- Stakeholder reports
- Campaign reports
- Program reports
- Task and meeting reports
Product capabilities and commercial terms change over time. Confirm current features, eligibility and pricing with Zoho before purchasing.
Compare before you commit
Start with the job, not the app.
EdZola can help map the workflow, select the right Zoho products, configure the system, migrate agreed data and train the people who will own it.