Ever feel like you’re juggling chainsaws while riding a unicycle?
Wouldn’t it be amazing if there was a magic tool to make it all easier?
It’s like having a super-organized assistant who never forgets a thing.
This article will help you find the best 客户关系管理 for nonprofits so you can focus on your mission.
We’ll review the top options, compare features, and help you choose the best fit for your organization.
Get ready to ditch the chaos and embrace streamlined success!
What is the Best CRM for Nonprofits?
寻找完美的 客户关系管理 会感到难以承受。
You need something that handles donations, volunteers, and fundraising without breaking the bank.
We get it. That’s why we’ve compiled this list of top 客户关系管理 choices for nonprofits.
Check them out to find the best fit for your organization!
1.周一 CRM (⭐️ 4.75)
星期一 客户关系管理 is a highly customizable platform.
It’s excellent for nonprofits that need a flexible solution.
利用我们的 周一教程.
我们的看法
对于希望拥有视觉效果好、易于使用的 CRM 的企业来说，Monday CRM 是一个不错的选择。不过，对于有复杂销售需求或大型团队的企业来说，它可能不是最佳选择。
主要优势
- 具有视觉吸引力的界面： 易于浏览和理解。
- 灵活、可定制： 根据您的具体需求调整平台。
- 协作功能： 与团队合作无间
- 与常用应用程序集成： 与您最喜爱的商务工具连接。
定价
- 免费： $0 永久免费。
- 基本:$9/座位/月。
- 标准:$12/座/月。
- 专业:$19/座位/月。
- 企业:根据您的需求定制价格。
优点
缺点
2.高水平 (⭐️ 4.50)
GoHighLevel is an all-in-one platform built to help nonprofits manage everything, including donor relations, fundraising, and marketing.
It’s pretty powerful and can save you a lot of time.
利用我们的 高级教程。
我们的看法
这对于希望整合工具的机构和企业来说是个不错的选择。自动化功能非常强大。不过，其庞大的功能集可能会让新用户应接不暇，而且有一定的学习曲线。
主要优势
- 一体化营销平台。
- 提供白标。
- 自动活动。
- 潜在客户培育工具
- 全面报告。
定价
- 启动器:$97/月。
- 无限制:$297/月。
优点
缺点
3.点击向上 (⭐️ 4.25)
ClickUp 是一个一体化的生产力平台。
它包括 客户关系管理 特点高度可定制。
利用我们的 ClickUp 教程。
我们的看法
它的功能非常强大和灵活。它的免费计划非常慷慨，拥有许多管理项目的功能。不过，由于选项众多，一开始可能会让人不知所措，新用户的学习曲线可能会很陡峭。
主要优势
- 任务集中工作区
- 提供永久免费计划。
- 支持 1,000 多个集成。
- 可定制的工作流程和视图
- 全面的报告功能。
定价
- 免费:最适合个人使用。
- 无限制:$7/用户。
- 商业:$12/user.
- 企业:如需根据您的要求定制价格，请联系他们。
优点
缺点
4.HubSpot (⭐️ 3.75)
HubSpot is a popular 客户关系管理 平台。
It’s known for its user-friendly interface and comprehensive features.
It offers a free version, which is great for small nonprofits.
They also have paid versions with more advanced features.
通过我们的 HubSpot 教程挖掘其潜力。
我们的看法
HubSpot 是一个功能强大的平台，拥有众多功能，但在使用前必须考虑预算和需求。对于需要全面解决方案并愿意投资的企业来说，这是一个不错的选择。
主要优势
- 免费 CRM： 从具有基本 CRM 功能的免费计划开始。
- 一体化平台： 访问营销、销售和服务工具套件。
- 广泛的社区和资源： 从丰富的知识和支持中获益。
- 注重入站营销： 用有价值的内容吸引和吸引潜在客户。
定价
- 免费工具:最多可免费使用两名用户。
- 营销中心启动器:$15/座位/月。
- 启动客户平台:$15/座位/月。
- 营销枢纽专业版 + 三个席位:$800/月，额外座位 $45/月。
优点
缺点
5.基普 (⭐️ 3.75)
Keap is designed for small businesses & offers a good mix of CRM and marketing automation.
Which can be helpful for nonprofits looking to expand their reach.
利用我们的 Keap 教程.
我们的看法
Keap 是小型企业简化销售和营销工作的绝佳选择。它界面友好，功能丰富。不过，对于有更复杂需求的大公司来说，它可能不是最佳选择。
主要优势
- 内置电子邮件营销功能： 向受众发送有针对性的电子邮件。
- 易于使用的自动化 自动执行发送后续信息和分配线索等任务。
- 销售管道管理： 跟踪交易，发现机会。
- 电子商务集成： 将 Keap 与您的在线商店连接，以管理订单和客户。
定价
Keap 提供免费试用和简单的定价结构，让您轻松上手。
- 简单计划:起价为 $249/月（按年计费），提供两个用户和 1500 个联系人。
优点
缺点
6.ActiveCampaign (⭐️ 3.75)
ActiveCampaign is known for its advanced top email marketing and CRM features.
It can be a good option for nonprofits that focus on email communication.
利用我们的 ActiveCampaign 教程.
我们的看法
对于希望充分利用电子邮件营销和自动化真正威力的企业来说，ActiveCampaign 是一个极佳的选择。不过，由于其复杂性，它可能并不最适合初学者。
主要优势
- 高级自动化： 创建复杂的工作流程，培养潜在客户并自动执行任务。
- 电子邮件营销能手： 发送精美有效的电子邮件活动。
- 内置 客户关系管理: 管理联系人并跟踪互动。
- 细分和个性化： 针对特定联系人群体发送个性化信息。
定价
- 启动器:$15/月。
- 加:$49/月。
- 专业:$79/月。
- 企业:$145/月。
优点
缺点
7.Pipedrive (⭐️ 3.75)
Pipedrive is known for its visual of sales pipeline.
It’s excellent for tracking interactions and managing relationships.
While not specifically designed for nonprofits, its flexibility makes it a good option.
利用我们的 Pipedrive 教程.
我们的看法
Pipedrive 是销售型企业的可靠选择。它的用户界面友好，视觉效果吸引人，而且功能丰富实用。它没有获得满分 10 分的唯一原因是价格较低的计划有一些限制。
主要优势
- 专注于销售： Pipedrive 可帮助您达成更多交易。
- 可视化管道管理 了解每笔交易的确切情况。
- 强大的自动化功能： 自动执行发送电子邮件和安排约会等任务。
- 全天候支持： 需要帮助时随时寻求帮助。
定价
- 必要:$14/用户/月。
- 高级:$24/用户/月。
- 专业人员:$49/用户/月。
- 电源:$59/用户/月。
- 企业:$79/用户/月。
优点
缺点
8.即时 (⭐️ 3.50)
Instantly 是一个对外销售自动化平台。
它可以帮助您找到并联系潜在客户。它旨在促进您的外联工作。
利用我们的 即时教程.
我们的看法
对于想要加强外联工作的企业来说，Instantly 是一个非常有价值的工具。不过，需要注意的是，它主要是一个外联平台，而不是完整的客户关系管理解决方案。
主要优势
- 多渠道推广： 通过电子邮件、LinkedIn、Twitter 等与潜在客户联系。
- 个性化信息： 为每个收件人量身定制信息。
- 自动跟进： 不用动一根手指，就能成为人们关注的焦点。
- 详细分析： 跟踪你的进展，找出有效的方法。
定价
- 增长型客户关系管理:$37.9/月，不限座位。
- 超级客户关系管理:$77.6/月，不限座位。
优点
缺点
9.Freshsales CRM (⭐️ 3.25)
Freshsales CRM is a user-friendly platform.
It’s designed to be easy to learn and use.
This can be a good option for nonprofits with limited technical expertise.
利用我们的 新鲜销售教程.
我们的看法
Freshsales CRM 是注重易用性和经济性的企业的可靠选择。它是使用 CRM 的绝佳方式，无需陡峭的学习曲线。
主要优势
- 用户友好界面 易于浏览和学习。
- 内置电话和电子邮件： 通过平台直接与客户联系。
- 人工智能驱动的洞察力： 获取有用的建议和预测。
- 价格合理： 提供免费计划和具有竞争力的付费计划。
定价
- 增长 + 500 营销联系人:$9/用户/月。
- 专业版 + 500 营销联系人:$39/用户/月。
- 企业 + 500 营销联系人:$59/用户/月。
优点
缺点
What to Look for When Buying the Best CRM for Nonprofits?
- 可扩展性： Will the CRM grow with your organization? Consider future needs.
- 集成： Does it connect with existing tools (email marketing, 会计)?
- Training & Support: Is training provided? What level of ongoing support is offered?
- 移动访问： Can you manage the CRM from your phone or tablet?
- 安全: How secure is your data? Look for strong security measures.
- 定制： Can you customize the CRM to fit your specific workflows?
- 报告： Does it offer robust reporting features to track key metrics?
- User Adoption: Is the CRM easy for your team to learn and use? Low adoption renders it useless.
- Vendor Reputation: Research the vendor’s experience with nonprofits. Do they understand your needs?
- Total Cost of Ownership: Consider all costs: setup, training, ongoing fees, and potential upgrades. Don’t just focus on the sticker price.
How Can the Best CRM for Nonprofits Benefit You?
A good CRM centralizes your data, saving you time and reducing errors.
This frees you to focus on your mission.
It helps build stronger supporter relationships through personalized communication.
Plus, reporting tools provide valuable insights, letting you make data-driven decisions to maximize your impact.
最终 最佳 CRM empowers your nonprofit to grow and make a significant difference.
购买指南
When researching the best CRM software, we focused on finding a CRM solution that truly helps businesses manage customer relationships and drive growth.
Here’s how we conducted our research to find the best CRM tools for a variety of business needs:
- 定价 We assessed the cost of each CRM platform, from free options to advanced enterprise plans. We considered the total cost, including setup fees and potential upgrades, to determine the value for money.
- 特点 We evaluated the core functionality of each CRM solution, looking for key features such as contact management, workflow automation, sales processes, marketing campaigns, and customer support. We also looked for more advanced features like predictive analytics and lead scoring to cater to different business needs.
- 不利因素 We didn’t just focus on the good. We also looked for what was missing from each CRM platform. This included checking for limited workflow automation capabilities, a steep learning curve, or a lack of integrations. We wanted to provide a complete picture of each product.
- 支持或退款： We investigated the level of support offered by each crm provider. This included looking for a strong support team, community forums, and comprehensive documentation. We also checked for any refund or trial policies to ensure you can test the right crm software before you commit.
总结
Choosing the right crm solution is key to success.
We’ve shown you how to pick the best crm system for your needs.
A good CRM can manage all your customer data in one place. It helps with sales leads and your sales team.
A CRM can also streamline your business processes. This includes sales tasks and marketing efforts.
This is more than just a tutorial. It’s a guide to help you build better customer relationships.
You can also improve customer satisfaction and customer engagement.
By using a crm system, you can handle multiple channels and gain insights into customer behavior.
Stop wasting time on data entry and repetitive tasks.
Get a system that gives your entire team access data and helps with lead generation for increased sales.
We’ve done the hard work of research so you can find the perfect customer relationship management software.
常见问题
What are the best nonprofit CRMs for donor management and fundraising?
Some of the best nonprofit CRMs for managing donor relationships and fundraising campaigns include GoHighLevel, Salesforce NPSP, Bloomerang, Kindful, and NeonCRM. The best choice for you to depend on your specific needs & budget.
How can nonprofit CRM software improve fundraising?
Nonprofit CRM software can improve donor engagement and fundraising efforts by providing tools to find new donors, segment audiences, personalize communications, track donor giving, and analyze campaign performance.
How do I choose a CRM that integrates with my fundraising tools?
When choosing a CRM, consider its integration with existing fundraising tools and online fundraising platforms. Look for a provider that offers seamless connections with your existing tools and benefit CRM features for managing donors and programs. Essential nonprofit CRM features for managing program participants and donor interactions include donor management platform capabilities, communication tools, event management, volunteer management, and reporting and analytics.
How can a responsive nonprofit CRM help my team?
A responsive nonprofit CRM with a robust CRM database can help your nonprofit team better understand and connect with your donors by providing a central location for storing donor information, tracking donor interactions, and generating reports.
