Manage and engage your donors.
All in one place.

A CRM - constituent relationship management - platform can change the way your nonprofit operates - for the better. It is a database that stores all of your supporters’ data, including contact information as well as donations, donation dates, communication details, and more.

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 your process while empowering you to strengthen your relationships with your donors, which can be the key to unlocking sustainable growth for your nonprofit.

Like most nonprofit CRMs, Donorbox CRM captures all of your supporter information in one place, enabling to sort, view, and download this data for segmentation, outreach, reporting, and more.

Some key features of Donorbox CRM that make it stand out from the crowd include:

Mail Center - Connect your Gmail or Outlook email account in order to view, send, and manage your supporter emails, all without leaving your database.

Groups - Easily use Groups to segment your donors based on traits, interests, affiliations, relationships, and more.

Supporter Timeline - View each step in each supporter’s history with your organization at a glance, including communications, donations, and recurring gifts.

Offline Transactions - Capture cash and check gifts, in-kind donations, donation pledges, and soft credits - along with donations and ticket purchases made online - for a more holistic view of your transactions and supporters.

Use Donorbox CRM to easily segment your donors by using the Groups feature. Two types of groups are available - basic groups for simple segmentation and advanced groups for Education, Household, Organization, Religious, and Social categories.

Place donors in these groups based on their traits, demographics, interests, affiliations, relationships, and more, enabling you to better customize your messaging and target your donors accordingly.

Plus, in Donorbox CRM, a group can encompass many supporters and a supporter can be included in multiple groups, giving you endless options and opportunities!

Yes! Donorbox CRM makes tracking donor communication seamless with two features - Mail Center and Supporter Timeline.

With Mail Center, you can connect your Gmail or Outlook email account in order to view, manage, and send emails directly from Donorbox CRM. In this platform, you can also assign emails to team members and consolidate multiple inboxes to better coordinate communications.

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.

Recording offline transactions can be done in just a few clicks using Donorbox CRM. This way, you can add in-person gifts made with check or cash as well as assign in-kind donations and pledges to supporters, giving you a more holistic view of their relationship with your organization (remember to check the supporter timeline!).

You can also add soft credits in Donorbox CRM, showing how a supporter may have helped secure a gift to give you a broader look at just how much of an impact they have had on your mission.

Donorbox integrates with thousands of apps, including websites, email marketing tools, financial management platforms, virtual event software, and so much more. Discover more about Donorbox integrations here.

At this time, Donorbox CRM does not fully integrate with other apps. However, there are plans to add integrations in the future.

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 also provide two-step authorization and ReCaptcha options, among several other security measures.

In regards to your emails, Mail Center is also highly secure. When you connect Mail Center to your email account, no data is being imported or used by Donorbox - it functions without accessing unnecessary emails or data.

Learn more about our security measures here.

Donorbox CRM Beta is currently free to trial through September 30, 2024. To join the trial, fill out this interest form.

Following this trial period, Donorbox CRM will be priced monthly according to number of contacts, with discounts available for annual contracts and smaller nonprofits. Find more details about our transparent pricing here.