Streamline Volunteer Engagement with a Nonprofit CRM: Top Insights on Julep’s Volunteer Management Features

Nonprofit volunteer coordinators and fundraising professionals alike are discovering the value of using a single platform to manage both donors and volunteers. Julep CRM, a powerful nonprofit CRM for volunteer management, helps you track, engage, and grow your volunteer base.

Manage Volunteers and Donors in One CRM

One of Julep’s biggest advantages is its ability to manage volunteer and donor data in the same system. This dual-tracking capability allows nonprofits to get a full picture of supporter engagement—making it easier to identify those who give both time and money.

Julep’s Attributes feature lets organizations tag and segment volunteers based on availability, skills, past activities, and interest areas. Whether you're planning a fundraising event or recruiting for a service day, you can easily search and sort volunteers who are the right fit. Integrations with email platforms like Mailchimp and Constant Contact allow you to tailor communications to specific volunteer groups, improving retention and engagement.

2. Simplify Volunteer Sign-Ups and Communications

Julep integrates with Anedot to streamline volunteer sign-ups. Custom forms feed directly into your CRM, automatically assigning Attributes based on responses—eliminating the need for manual data entry.

If you're still managing volunteers via spreadsheets, Julep offers an easy transition path. Simply import your contact list, assign Attributes, and start tracking volunteer activities and interactions from one centralized dashboard.

For nonprofit teams looking to simplify their operations, Julep CRM offers a comprehensive solution for volunteer and donor management. Its flexible features, automation tools, and integrations make it an ideal choice for growing and engaging your supporter base.