In 2022, the non-profits generated a revenue of USD 250.96 billion, even with a 0.9% decrease. By 2029, this industry will witness a 4.53% CAGR, reaching USD 345.32 billion.
Nonetheless, NGOs and charities face many challenges when it comes to business operations and workflow. Thankfully, monday CRM for non-profits can help address many siloed systems, collaboration issues, data flow problems, and more.
Are you a non-profit looking for better fundraising, project management, and recruitment capabilities? In this blog post, we’ll discuss everything about the non-profit CRM software monday.
Why Do Non-Profits Need a CRM?
According to Science Direct, non-profits capture a wide range of data. These include financial, public, performance measures, volunteer information, and program evaluation data.
How do you expect to store this data securely and use it properly? That’s where something like monday CRM comes in.
Here are a few reasons why NGOs should choose monday CRM for non-profits:
Centralised and visualised data management, leading to streamlined operations and enhanced effectiveness.
Better collaboration and strengthened relationships between stakeholders, volunteers, and donors.
Streamlined and data-driven decision-making to help maximise the overall fundraising efforts.
Can monday Sales CRM Be Used for Non-Profits?
Recent reports have suggested monday.com witnessed a 32% increase in annual revenue. With 225,000 customers spread across 200 countries, monday WorkOS is perfect for smaller teams like charities, NGOs, and non-profits.
The CRM software monday is highly customisable for charities to use for their workflow and operations. With it, non-profits can:
Build relationships that help create a lasting change in the economy and community.
Raise more funds through donation management, email marketing, and more.
Get help with contacts, fundraising details, receipts, creating grants, and charity management.
What else can you expect from a CRM platform for non-profits? Well, monday CRM goes a step further with its non-clunky onboarding, easy automations, smart collaboration, and customisable dashboards.
monday CRM for Non-Profits: The Features That’ll Help
Based on a DonorBox blog, individual donations to non-profit organisations faced a 1.7% decline in 2022. This can be attributed to project management, collaboration, and workflow issues.
monday CRM for non-profits can empower NGOs, irrespective of their size and shape. It doesn’t matter what cause your charity works for. This cloud-based, no-code, and user-friendly platform will bring all your donations, grants, and volunteer information to one place.
Here are the features that make it possible:
#1. Flexible Customisations
You can customise the monday CRM software to meet your non-profit organisation’s workflow needs. Does this seem too much for you on top of running an NGO? In that case, you can look for expert assistance from monday consultants like Fruition Services.
We can edit columns to reflect your email campaigns, budgets, contacts, and more. With our implementation consultation and ongoing assistance, you can run campaigns and plan events with monday CRM as your flexible fundraising tool.
#2. Intuitive Interface
Gartner reports that monday.com is quite flexible, collaboraytive, and easy to work with. For a non-profit, this feature will be extremely helpful during workflow organisation, fundraising, and more.
You’ll love the drag-and-drop functionality. Data visualisation on monday.com also makes it easy for you to create items for your organisation's processes and campaigns on the boards.
These will help you get a detailed view of your work's progress. In turn, you can plan, launch, and track volunteer experiences and fundraising campaigns.
#3. Different Views
As mentioned earlier, monday CRM can help non-profits visualise updates, projects, and tasks. Organisations can hence see data however they want.
NGOs find the following monday.com views to be useful:
Gantt Chart
Kanban Board
Calendar View
Timeline View
Chart View
Map View
For example, you can use the Timeline View to keep track of the workflows, projects, and fundraising activities. Similarly, the Map View can help you see the volunteers across different locations.
#4. Best Automations
Industry leaders state that 31% of organisations have completely automated at least one of their key business functions. Having monday.com automation features will be a game-changer for non-profits.
You can use ready-made automation blocks to spend more time on campaign planning and less effort on repetitive manual work. Examples would be automatic reminders to get notified when:
Grants are approved.
Status changes
Important due dates arrive
If you have trouble creating and customising workflow-based automations for your non-profit organisation, feel free to contact a monday consultant. With over 22 highly talented monday experts, Fruition Services can help you create custom automations.
#5. Dashboard
The monday CRM dashboard is your one-stop destination for details about your non-profit organisation’s workflow, progress, and more. These custom dashboards can help you:
See overall fundraising progress
Get an idea of the number of volunteers
Check timelines and other important information
Run custom reports
Use high-level views for every detail
#6. Better Collaboration
In NGOs, collaboration is crucial since it helps them achieve their goals while positively impacting society. The monday sales CRM platform lets you do this on the customisable boards.
For example, with monday CRM for non-profits, you can:
Share files
Brainstorm
Ask questions
Write notes
monday.com CRM integrations also help you connect other communication tools with this platform. That means you can maintain transparency with all the stakeholders, volunteers, donors, and more.
monday.com Non-Profit Program: Are You Eligible?
Did you know that monday.com supports non-profits by offering them discounted plans? That means eligible NGOs can make lasting changes using CRM software without having to worry about their finances.
Eligibility
To participate in the monday.com non-profit program, you must:
Be recognised as a charity
Have a non-governmental registration
Be a non-profit or social change organisation
To learn more about the ineligibilities, you can check out this page on the monday.com website.
Benefits
monday.com non-profit program includes the following:
33% discount per user on the Enterprise Plan if there’s a minimum of 25 seats
10 first seats free on the Pro plan with a 70% discount per seat (from the 11th member)
monday Templates for Non-Profits
Let’s say you want to use the monday Work Management product and not monday CRM to streamline your non-profit's workflow. For that, you’ll need ready-made templates.
You can even reach out to a monday CRM consultant like Fruition Services to customise these templates or create one from scratch. We can easily tailor any workflow and process to meet your charitable efforts and amplify fundraising activities.
Take a look at the templates you can use:
Volunteer Registration Management Template
With this, you can capture all incoming volunteer information in a single location. Using monday Forms to collect this data lets you connect everything into a single board for easy consolidation.
You get to manage current, incoming, and past volunteer information in a consolidated way.
Grants Management Template
NGOs can manage the entire grant pipeline, track opportunities, assign tasks, streamline applications, and more. With this template, you can create clear reports that’ll help improve grant efficiency.
This template will let you target every step of the grant pipeline to get a holistic view and generate insights based on reports.
Donor Management Template
This monday template lets you maximise donor relationships. It uses a dedicated CRM system that seamlessly reports on all contact and donation details, manages donor data, and more.
By centralising donor data, non-profits can generate time-saving reports by creating and tracking donor activities.
Benefits of Using monday.com for Non-Profits: Maximising Your Impact
With monday.com, charitable organisations can help generate social impact by simply streamlining operations in one location. The benefits include the following:
Meeting Fundraising Goals
monday for NGOs and non-profits can help you launch fundraising campaigns by easily planning and tracking progress. You can build real insights and create targeted communications with donors and volunteers.
Meet goals faster with monday CRM and Work Management because it helps you visualise donation pipelines and manage grant applications. You can automate personalised fundraising emails and texts. Non-profits get to track and manage integrations using volunteer and donor profiles.
Better Recruitment and Scheduling
With monday CRM or non-profit templates, you can coordinate and organise tasks for each volunteer. You also get to create a strategic and positive experience that increases retention.
Features include embedding integrated recruitment forms and assigning volunteer tasks or shifts. NGOs and charities can instantly visualise volunteer capacity and availability, making collaboration easy. You can also automate post-event feedback forms for better workflows in the future.
Streamlined Project Management
Red Cross Argentina uses monday.com to centralise all processes in a single platform for better communication and seamless coordination. It’s a great example of the end-to-end project management offered by this platform.
Irrespective of the monday product you use, this WorkOS platform lets you:
Streamline everyday charitable operations
Plan fundraising events seamlessly
Create and carry out marketing campaigns
Non-profits can use monday.com to align everyone on the team towards the same goal for effective collaboration. It’s possible because of routine task automation, communication effort centralisation, custom workflow prioritisation, task visualisation, and more.
FAQs
Should non-profits use monday sales CRM?
Reports suggest that 67% of non-profit organisations use a CRM to manage communications and track donations. That means using monday CRM will help maximise social impact by streamlining data storage and collection processes. The monday.com CRM features can help you send fundraising emails, view donation timelines, check donor profiles, and keep track of volunteer recruitment. The affordable plans also help streamline sales activities and manage charity projects.
Is monday CRM affordable for non-profits?
The monday sales CRM platform starts at a low price of USD 12 per seat per month for the basic plan. For some non-profit organisations, the monday CRM free trial can be beneficial. The best part is the discounts given to eligible organisations. For instance, some can enjoy 10 seats for free on the Pro tier, along with a 70% discount on extra seats you buy. If you want to upgrade to the monday Enterprise plan, eligible NGOs will get a 33% discount.
What should NGOs look for in a CRM?
CRMs should make it easy for non-profit organisations to retain individuals and attract donations. monday CRM for non-profits comes with useful features like smart collaboration for easy planning, tracking, and monitoring of donations, projects, and more. It also offers intuitive software for better onboarding of volunteers, smarter collaboration, and more.
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