What is the best CRM for nonprofits? A Julep Guide

What is a CRM for nonprofits?

Are you searching for the right cloud-based tools as your organization is looking to scale fundraising efforts? A CRM for nonprofits is an excellent way to streamline those efforts. 

You may be asking: what does CRM stand for? A CRM is Customer Relationship Management database. There are many different types of CRM software available including databases geared toward sales, customer service or nonprofits. It is vital to look for a CRM that in geared for nonprofits to get the most out of the experience.

How to use CRM for nonprofits?
How do you know what to look for in nonprofit CRM software?  The features of CRMs vary greatly. If your organization works primarily with major donors, look for a moves management feature that allows you to easily track each donor as they move through the donor life cycle. If your organization puts on a lot of events, looks for a feature that allows you to track event participants and money raised.  

What is the best CRM for nonprofits?

When asking what to look for in a nonprofit CRMs you need to understand the needs of your organization. Along with features like moves management and event management, look for cloud-based software that gives you the ability to access your database from any device. It is important to also look at the CRM’s customer service and training offerings so that your organization can navigate the features of the database.

Julep is a new nonprofit CRM that streamlines nonprofit management while helping you focus on what’s important — building and cultivating donor relationships.The comprehensive CRM for nonprofits helps you maximize your fundraising strategy while keeping up with accounting. Designed by fundraising veterans, Julep helps you make the most out of your organization’s resources. Schedule a Demo today!

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