You can choose any one of the Editions for your Organization's Nonprofit Vertical CRM account.
Each Edition is a package that contains a set of features that differentiates it from other Editions. These Editions are based on different business requirements.
For more details refer to the Feature Availability table.
We also have a 15-day trial version for Professional, Standard and Enterprise Editions.
Nonprofit Vertical CRM is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here.
| Operating System | Windows, Linux and Mac OS X |
| Web Browser | Safari 7 and above Chrome 40 and above Firefox 38 and above Internet Explorer 11 and above Opera 10 and above |
| Other requirements | Enable JavaScript |
Note for Internet Explorer 8 users:
In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Nonprofit VerticalCRM.
| Leads | Accounts |
| Leads are the unqualified contacts or fundraising opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A lead goes through the follow-up process by development officers and when qualified, they're converted into an account, contact, and deal (opportunity) in Nonprofit Vertical CRM. | Accounts are the companies or departments within a company with which you have business dealings. In Nonprofit Vertical CRM, single or multiple contacts can be associated to an account. In a typical B2B scenario (one business selling products or services to another business) accounts play a major role in keeping track of the important company information. |
| Contacts | Proposals |
| Contacts are the people in an organization with whom your company has business communications in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company. CRM contacts are typically converted from qualified leads, imported from an existing list or added individually based on the business relationship with the associated company. | Proposals are the official start of developing a major gift opportunity for your nonprofit. It evolves through different fundraising stages such as Prospecting, Qualification, Needs Analysis, Value Proposition etc. before it is actually a Proposal, lost or won. Leads that show interest in your nonprofit can be directly converted to opportunities that represent a potential gift. . |
| Forecasts | Campaigns |
| Forecasts are the factual insights needed for making smart business decisions and anticipating future fundraising. They provide a personalized view of your real-time business for tracking and fine-tuning the fundraising process in your organization. | Campaigns in Nonprofit Vertical CRM provides a platform to organize and record the overall cost of marketing campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. Also, it gives a detailed view of all marketing campaigns an individual customer has been a part of. |
| Cases | Solutions |
Cases are the feedback received from the customers on various issues pertaining to the use of your products or services. In Nonprofit VerticalCRM, generate cases easily through email, phone or web forms in your websiteand track these customer-reported cases end-to-end. These cases can be assigned to the right support agent in your organization for better case resolution and customer satisfaction. | Solutions are the resources within the organization that enable solving repetitive problems encountered by customers. There can be product-wise solutions and knowledge base articles that provide case resolutions in the least possible time with less effort. |
| Price Books | Vendors |
| Price Books are the agreed price for selling a product to a customer. Based on the agreed terms, the prices can even vary for different customers. The unit price which is the price fixed by the manufacturer for the product and the list price which is the sellers' price can be quoted in the price books. Additionally, the discount ranges can be defined. | Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Nonprofit Vertical CRM can provide better visibility on the vendors or suppliers for the future procurement of products. |
| Quotes | Sales Orders |
| Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer. | Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click. |
| Purchase Orders | Gifts |
| Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order. | An act or instance of presenting something as a gift, grant, or contribution. A quote can be converted into a Sales Order or Gift with a single click. |
| Module | Record |
In Nonprofit Vertical CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example, Leads is a module that contains all your business leads' details. Contacts, Accounts, Deals, Quotes etc are other examples of modules. In Nonprofit Vertical CRM, modules are of two major kinds - default modules and custom (or user-generated) modules. | "Record" is the generic name given to any entry made in a module. For example, if there are ten leads in the Leads module, each lead is a record. If there are 10 contacts in the Contacts module, each contact is a record and so on. |
Nonprofit Vertical CRM is designed to automate your business process and build better relationships with your customers. It helps you to get an insight into the behavior of the constituent and modify the business operations to ensure that constituents are served in the best possible way.
Fundraising Automation
The Fundraising Automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities.
Marketing Automation
With marketing automation, you can effectively plan marketing activities to improve the process of quality lead generation. You can also measure the performance and effectiveness (ROI) of campaigns.
Customer Support
The Cases and Solutions functionality empower you to streamline the organization-wide Customer Support process and enables a better integration of Fundraising & Stewardship processes in a single system.
Data Analytics
The Reports & Dashboards functionality helps you to visualize the donor pipeline, business performance, trends and schedule reports to the specified users including non-Nonprofit Vertical CRM users. Additionally, you can share reports and dashboards with colleagues.