We are launching a venture fundraising round that is going to be significantly broader (aka way more conversations, people, contacts) than our previous rounds. Is their a good CRM platform we should use to keep track of people and the process? Personal experience most helpful!
I've worked with a couple of CRMs; if you are looking for a custom-like solution, I'd recommend Podio.
Salesforce has a lot of options, but tends to overwhelm folks who are not familiar with their tool.
If I didn't go with Podio, I'd choose HubSpot because of the integration with their other sales and marketing services. I don't know any other details about your venture, so it is hard to offer a tool that will grow with you.
I'm happy to discuss more and give you a more detailed answer. Just book a call and we can get rockin'
-Shaun
Honestly I like NationBuilder. It gives you many options to customize both customer facing and the back end. It also integrates with many other SaaS products. If you would like, shoot me an email and we can talk in more detail to make sure you guys understand your options. I have worked with nonprofits and other organizations that fund raise in the past.
Lots of fundraising systems claim to offer a mythological, unicorn-like "360-degree view." However, if they are only storing data about fundraising, they’re only showing you part of the picture. Your best prospects and donors may be involved in your mission as beneficiaries, clients, partners, advocates, online participants and more. Don’t you want to know that? Won’t that allow you to better identify prospects, and build stronger and deeper relationships? You bet it will! And guess what – your constituents expect that the left- and right-hands of your organization talk to each other. Your desk is NOT where prospects turn into donors. If so, your CRM should allow you to easily surface your best relationship opportunities and provide clear, automated pathways for cultivating those relationships.
You can read more here: https://www.salesforce.org/blog/top-3-14159-tips-for-choosing-a-crm-to-meet-your-fundraising-needs/
Besides if you do have any questions give me a call: https://clarity.fm/joy-brotonath
For our nonprofit botanical garden and animal sanctuary, I've been using the Techloyce Nonprofit Success Pack. I like it since you can modify it to your needs and it allows you to have up to 10 members for a very reasonable price. I also like that their Trailhead videos make learning the system and figuring out how to customize it for your individual needs a breeze, or you can submit a ticket to have a Salesforce professional assist you with your modification. My only issue is that some of my other products do not integrate with Salesforce because they were picked years before I started working here (like Vanco for online credit card donations). You can check details at https://www.techloyce.com/zoho-consultants/
As a result, I presently have to manually enter data such as donations and membership fees. Techlyce is well worth the investment because so many products now integrate with it. Aside from that, I believe Salesforce is a really powerful product that is well worth the investment.
For managing and nurturing fundraising relationships, Zoho CRM is an excellent choice. It provides donor management, activity tracking, pipeline visualization, and detailed reporting to help nonprofit and fundraising teams strengthen connections and boost contributions. With Carmatec’s Zoho Consulting Services https://www.carmatec.com/zoho-consulting-services/, you can get a tailored CRM setup aligned with your fundraising goals—whether it’s customizing donor journeys, automating follow-ups, or integrating with your existing tools. This ensures your fundraising efforts are not only organized but also more impactful.
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