Planfix CRM for Nonprofits: Efficient & Effective Management

Why Do Nonprofits Need CRM?

A CRM system is a central hub for storing data on your supporters, tracking finances, and generating reports. It’s a powerful tool for organizing fundraising initiatives, finding new donors and sponsors, and much more.

Improve donor engagement. Keep track of your donor activities so you can better manage their involvement.

Automate workflows. Streamline processes to make teamwork smoother and more efficient.

Track donor activity and time. Monitor how your donors interact with your organization to optimize their experience.

Why Should You Choose Planfix CRM?

Flexible CRM Transformer

Our flexible design lets you tailor the system to the specific needs of your nonprofit organization.

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Scalable Platform

Planfix grows and adapts with your organization as it expands, ensuring you always have access to the functions you need.

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All-in-One Solution

Our comprehensive design ensures you can manage volunteers, donors, and fundraising projects in one integrated environment.

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ALL-IN-ONE CRM SYSTEM FOR NONPROFITS

Everything You Need

Looking for a CRM system for your nonprofit? With Planfix, your team can personalize interactions with donors, track donations, and measure the effectiveness of your campaigns – all on a single platform.

Volunteer, partner, and donor database.

Multichannel lead generation.

Fundraising campaign management.

Data tags and reporting.

Managing Fundraising Projects

Plan and organize your fundraising initiatives, find new volunteers, and bring new donors on board for your cause.

Communication Across Different Channels

Contact your target group via their preferred channels — including options for social media, messaging apps, email, and chat.

Organization of Volunteer Work

Streamline your processes and coordinate your team’s work with a single platform specifically designed for managing tasks and projects in the nonprofit sector.

Campaign Management

Create activity calendars, launch fundraising campaigns, and attract new sponsors and benefactors with minimal effort, because time is money.

Data Tags

The flexibility of Planfix allows you to track every action and analyze all data right in the system. Meanwhile, extensive features of data tags enable you to take a wide range of critical aspects into account:

Track volunteer and sponsor acquisition costs.

Measure the time you spend preparing your initiatives.

Keep detailed records of your donations.

Track spending on projects and activities.

Data Tags in Planfix

Time Tracking

Easily log your team's effort on each task, project, campaign, or sponsor-related work.

Revenue and Expense Tracking

Use data tags to monitor your organization’s finances, effortlessly breaking them down by project or task.

Custom Tracking for Your Needs

Create custom tags for any data to track all the key metrics for your nonprofit’s work.

DATA-DRIVEN FINANCIAL INSIGHTS

Reporting

Planfix helps you keep your finances in check. Set up regular reports for the system to generate at specified intervals, track resource usage, optimize your fundraising efforts, or create visually stunning tables and charts for investors and donors.

Reporting in Planfix

Ready-Made CRM Solutions

Customer Request Management

Take advantage of a ready-to-use solution with preconfigured lead generation and pipeline automation processes.

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Income and Expenses Accounting

Our state-of-the-art accounting solution tracks your nonprofit’s income and expenses.

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Standard Reports

Evaluate daily operations and manage your staff's workload based on the number of scheduled tasks, all with minimal effort.

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Planfix CRM Integrations for Nonprofits

Expand the capabilities of your nonprofit’s CRM system with over 400 ready-made integrations, including some of the most popular services and applications.