46% of nonprofits use a CRM that’s separate from their fundraising software program, which results in clunky workflows and inconsistent knowledge. And 33% of nonprofits don’t use a CRM in any respect, opting as a substitute for outdated spreadsheets and guide donor monitoring that limits their means to maintain actual donor relationship constructing.
In the event you fall in certainly one of these two teams, it’s time to replace – now! An all-in-one CRM and fundraising answer like Donorbox is the easiest way to develop donor acquisition and retention charges with out burning out your workforce or your fundraising price range.
Donorbox CRM shops, tracks, and helps you analyze the info secured by means of your Donorbox fundraising campaigns and past. On this article, we’ll have a look at every little thing you have to learn about Donorbox CRM, together with the advantages of utilizing its highly effective elements.
Let’s get began!
What’s a CRM?
CRM stands for buyer or constituent relationship administration. It refers back to the expertise that helps nonprofits handle supporter-related knowledge to safe extra donations and develop their impression.
Nowadays, a nonprofit CRM is essential for organizations of all sizes, but it surely’s particularly efficient for nonprofits specializing in recurring donors, donor cultivation, and donor retention.
What makes Donorbox CRM completely different?
There are numerous CRM choices in the marketplace, however none provide the convenience, simplicity, and energy of Donorbox CRM.
Donorbox CRM is a strong AI-driven toolkit tailor-made to satisfy the wants of nonprofits, enabling them to streamline communication, personalize outreach, and optimize fundraising efforts. Key options embody built-in e-mail administration, dynamic segmentation, contextual motion monitoring, and complete donation administration.
This CRM was designed by our workforce of nonprofit specialists to be environment friendly and simple to make use of whereas managing the day by day duties each fundraiser should deal with. Donorbox CRM helps nonprofits:
- Successfully talk with donors
- Segment their audiences for focused outreach
- Assign duties to employees so everyone seems to be on the identical web page
- Simply add offline transactions so all knowledge lives in a single place
- See a supporter’s full interplay historical past at a look
And extra!
Plus, Donorbox CRM seamlessly collects donations made by means of your Donorbox fundraising campaigns. So whether or not you’re crowdfunding, selling tickets, gathering cashless in-person donations with a donation kiosk, or fundraising in another manner, your whole Donorbox donors and donations will seem in the identical place.
From July 1 to September 30, 2024, the Donorbox CRM beta is free for choose lively Donorbox customers to check out! Merely log in to your Donorbox account and entry CRM beneath the “Have interaction” menu on the left aspect of your display.
Not but a Donorbox person? Or are you presently a person however don’t see the CRM activated in your account? Please fill out this interest form and a member of our workforce shall be in contact.
Parts of Donorbox CRM
1. Mail Heart
What number of occasions have you ever gotten distracted navigating out of your database to your e-mail to succeed in out to a donor? This clunky course of takes time and vitality – and Mail Heart is Donorbox CRM’s reply.
Mail Heart permits you to e-mail your supporters immediately out of your CRM. When you hyperlink your e-mail deal with, you possibly can learn, ship, delete, and manage your exterior e-mail. Plus, you possibly can consolidate a number of inboxes right into a single supply.
You can too assign emails to sure workforce members and think about fundamental details about every supporter as you craft an e-mail to them. This retains your workforce shifting shortly and effectively whereas making certain your donors obtain constant communication.
Be taught extra about Mail Heart and use it to streamline and enhance communications together with your donors in this blog.
2. AI Assistant
To revolutionize your fundraising and obtain extra with much less effort, Donorbox CRM is powered by cutting-edge AI expertise.
Built-in seamlessly into your CRM, AI Assistant streamlines your operations to allow you to remain mission-focused. This refined software removes the uncertainty from writing impactful fundraising content material, empowering you to ship tailor-made messages and efficient strategic plans.
Plus, it offers data-driven insights into donor conduct and fundraising methods, making it simpler to make knowledgeable choices. Save time and cut back stress whereas driving extra donations!
3. Teams
Teams is Donorbox CRM’s native segmentation function that permits you to simply manage your donors primarily based on their distinctive qualities.
For instance, let’s say you will have a donor who is expounded to certainly one of your board members. He additionally works for a well known agency in your space. You may add him to each a household and firm Group so he’s included if you pull reviews and mailing lists associated to each Teams.
You can too create Teams for extra fundamental segments, like main donors, annual fund supporters, occasion attendees, and extra. The power to do each means you will have the utmost management of your donor knowledge always!
4. Supporter Timeline
Let’s face it – retaining observe of every donor’s historical past can generally really feel unattainable, particularly in case your group is a number of years previous.
Donorbox CRM’s Supporter Timeline function permits you to shortly evaluation your supporters’ histories, together with outreach/communication, donations, ticket purchases, and extra.
Along with serving to you observe your supporters’ giving historical past, Supporter Timeline offers essential context for analyzing your fundraising efforts. For instance, you possibly can see what number of occasions you need to attain out to a donor earlier than they provide once more. This means their communication preferences and habits so that you perceive higher construct that relationship sooner or later.
Inside every supporter’s profile, you may also discover a detailed listing of transactions, recurring funds, and communications.
5. Offline Transactions
Though on-line fundraising is probably going already a big part of your complete contributed revenue, there are nonetheless a number of explanation why you could want so as to add in different forms of transactions.
Donorbox CRM’s Transactions function not solely makes it simple to view your whole transactions in a single place, it additionally permits you to seize all types of presents made to your group. This consists of the next present varieties:
- In-kind donations like providers and donated gadgets. Monitoring in-kind donations helps you see the total image of a donor’s generosity. These kinds of presents are additionally tax deductible, so full data are crucial for offering donors with correct documentation.
- Donation pledges made by supporters. These pledges act as guarantees to provide. Including these to your CRM permits you to see a fuller image of your giving for the yr.
- Comfortable credit to different supporters who influenced a present or secured a donation in your group. Monitoring this offers you extra perception into who was concerned in a donation so you possibly can absolutely perceive the place every donation comes from.
- Money and examine donations (proven as Common), serving to you higher observe your whole supporters’ presents, even these not given digitally. This makes end-of-year reporting a lot simpler for you and your donors, and lets you get a greater sense of the success of your campaigns.
6. Recurring Funds
Recurring donations are the cornerstone of elevated donor retention and sustainable progress. Rigorously cultivating recurring donors delivers regular, predictable revenue, useful donor insights for higher strategic planning, and constant engagement to information donors into common contributions.
Simply handle these devoted donors in Donorbox CRM by seamlessly dealing with recurrence intervals, monitoring giving conduct, and accessing detailed bill historical past. At a look, you possibly can see the essential particulars of every recurring fee, together with the present interval, quantity, and standing, then click on “Particulars” to get a extra in-depth have a look at a single recurring donation plan.
Extra Coming Quickly
We’re simply getting began! Donorbox CRM will quickly embody a number of different options, together with:
1. Duties
Duties will let you create and handle duties in your workforce members. This can enable you to maintain your workflows on observe and your workforce organized.
2. Lightning-fast segmentation
In only a few clicks, you’ll be capable of create supporter segments out of your dashboards and reviews to raised perceive your donors and goal your outreach.
3. New and improved Moments
Donorbox’s Moments function has helped organizations discover the right second to succeed in out to donors by reminding them of key milestones, such because the anniversary of the primary donation or a canceled recurring giving plan.
Donorbox CRM will quickly embody new second choices, with an up to date and easy-to-use interface.
4. Extra reporting templates
Whereas Donorbox has provided a number of of probably the most used reporting templates for a while, the reporting function will quickly be expanded in Donorbox CRM. These new reporting templates will embody communication historical past and extra!
For now, you possibly can entry your present reporting templates from the Donorbox dashboard or inside the new CRM.
Advantages of Donorbox CRM
Now that you just’ve seen the highly effective elements of Donorbox CRM, let’s have a look at how they’ll profit your fundraising journey.
1. Perceive your donors
If you perceive your donors, you possibly can construct higher relationships, finally resulting in extra donations.
Donorbox CRM permits you to add complete particulars about your donors. This features a full profile with the next data:
- Identify and pronouns
- Handle
- Cellphone quantity
- Electronic mail deal with
- Contact preferences
- Social media accounts
- Job title and firm title
And extra! You can too add customized notes to supporter profiles so that you by no means lose observe of useful data.
With Teams, you may also manage donors by their numerous affiliations and qualities, permitting you to see their connections, influences, and potential pursuits – which lets you make educated appeals.
As well as, Supporter Timelines enable you to observe every donor’s interactions together with your group, permitting you to see a full image of each supporter.
Plus, use AI Assistant to shortly generate lists and reviews primarily based on supporter knowledge, demographics and extra, with only a easy question.
2. Create higher methods
Crafting the right fundraising technique is rarely simple, however the proper instruments and complete knowledge could make it extra so.
Donorbox CRM helps you strategize smarter by offering an entire image of your knowledge, whether or not you’re simply beginning the fiscal yr or reviewing your progress firstly of the third quarter.
For instance, the flexibility to trace pledges by including offline transactions offers a greater view of your fundraising progress. You might need a number of donors or board members who’ve pledged to provide a specific amount by the top of the yr. Seeing these pledges included together with your in-hand donations can assist you assess your distance to your goal and plan your campaigning accordingly.
Plus, understanding your donors permits you to develop smarter donor cultivation methods. For instance, in the event you’re cultivating a donor that’s affiliated with the identical nation membership as one other of your common supporters, you possibly can ask them to help you with making the ask – then give your present supporter delicate credit score for the present!
3. Talk smarter
Communication is on the core of any good relationship – and donor communication is a serious job for any fundraiser. Donorbox CRM makes communication seamless and simpler, permitting your donors to really feel like they’re all the time getting your personalised consideration.
As a result of you possibly can assign e-mail chains to your employees in Mail Heart, you’ll now not be prone to any donor communications slipping by means of the cracks. Plus, having the ability to see necessary supporter particulars on the identical web page as your e-mail chain permits you to craft assured responses and appeals.
With Teams, you’ll be capable of create detailed segments so you can also make every outreach as personalised to your distinctive donors as potential.
And AI Assistant helps you write this personalised outreach by producing impactful and efficient content material you can adapt and use all through your fundraising efforts.
Conclusion
Whether or not you’re new to CRMs or trying to change to a robust all-in-one answer, Donorbox CRM presents complete options that will help you forge sturdy relationships and empower your missions.
At Donorbox, we’re all the time innovating to provide distinctive instruments designed for organizations of all sizes, so there’s all the time extra to return. Learn more about Donorbox CRM and sign up today!
For extra fundraising ideas and guides, try the remainder of our Nonprofit Blog. Subscribe to our e-newsletter to obtain the very best assets in your inbox each month.