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A CRM (Constituent Relationship Management) platform can change the way your nonprofit operates, for the better. This database stores all of your supporters' data, including contact information as well as donations, donation dates, communication details, and more. Being able to easily view all of this information in one place can help make your communications and outreach more effective, forging long-term relationships with donors built on personalization and trust. A CRM can also automate everyday tasks, lighten your workload, and make engaging messages more customized.

Having all of this information at your fingertips helps you better understand and engage with your donors. Use your CRM to uncover donor trends, segment donors, evaluate the success of your fundraising efforts, and more. In short, a CRM will streamline processes while empowering you to strengthen your relationships with your donors, which can be the key to unlocking sustainable growth for your nonprofit.

Donorbox CRM captures all of your supporter information in one place and enables you to segment donors, customize email outreach, and see a holistic view of donation history and donor interactions that helps you meaningfully connect. Some key features of Donorbox CRM that make it stand out from the crowd include our Email Marketing, Conversations, Lists, Supporter Timeline, and more. All of our features have been designed with nonprofits in mind, and focus on saving you and your team time, energy, and resources while helping you connect with donors and raise more money.

Use Donorbox CRM to easily segment your donors by using the Lists feature. You can segment donors into different dynamic or static lists based on donation values, campaigns, locations, religion, and more for personalized communications and email outreaches.

Yes! Donorbox CRM makes tracking donor communication seamless with two features: Conversations and Supporter Timeline.

With Conversations, you can connect your Gmail or Outlook email account in order to view, manage, and send individual emails directly from Donorbox CRM. Supporter Timeline enables you to see all of the communications you've had with each donor in one place. View a supporter's timeline to see how and when they were contacted, when they made a donation, when changes were made to their account details, and more.

You can also log offline communications and interactions, or ones performed outside of Donorbox, in a supporter's profile, for a holistic view of your entire relationship.

We take data security seriously across all of our products and services here at Donorbox, including Donorbox CRM. We offer advanced fraud detection and monitoring and never store your donors' credit card information on our servers. We've achieved SOC 2 Type I & II certification, PCI DSS Level 1 compliance, and HIPAA compliance for organizations handling protected health information (PHI).

In regards to your emails, our Conversations feature is also highly secure. When you connect Donorbox to your email account, no data is being imported or used by Donorbox – it functions without accessing unnecessary emails or data. We also comply with opt-in and opt-out standards for email communication, as well as GDPR regulations. Learn more about our security measures and certifications here.