Nonprofit Organizations Management Planfix CRM and Project Management System

Nonprofit Organizations Management

Planfix has powerful tools that allow you to configure a CRM and project management system, optimize fundraising, and attract investment for nonprofits, all in a unified environment.

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Why Planfix Is the Best CRM for Nonprofits — Nonprofit Organizations Management

Why Planfix Is the Best CRM for Nonprofits

Planfix's CRM solution for nonprofits is a platform with flexible process automation settings.

Increase the efficiency of volunteer work.
Centralize donor management on a single platform.
Documents, invoices, applications, and agreements - always at your fingertips.
Manage grants, donations, and funding.
Improve donor acquisition
Improve your fundraising strategy
Automate workflows work
Omnichannel Communication — Nonprofit Organizations Management

Omnichannel Communication

Connect social networks and various messengers. Build communications through channels familiar to your donors. Optimize donor acquisition, retention of loyal supporters, and re-engagement of donors.

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Organization of Volunteer Work — Nonprofit Organizations Management

Organization of Volunteer Work

Set up business processes alongside your teams' regular work on a single task and project management platform for nonprofits.

Automate your teams' work with Planfix tools.
Configure projects and distribute tasks among your staff.
Manage task progress.
Increase volunteer efficiency.

Projects

Effective project management for nonprofit organizations.

Tasks

An unlimited number of tasks and subtasks, recurring and cumulative.

Planners

Planners help manage tasks and projects conveniently.
Centralized Donor Management — Nonprofit Organizations Management

Centralized Donor Management

Manage a database of contacts and your relationships with them on a single platform. Implement document management and create document templates. Planfix provides both internal storage and the ability to connect external storage to conveniently edit, share, and store documents.

Documents

All present documents retain their versions and log the changes made.

Document Templates

Create your own document templates to speed up work with standard documents.

Contacts

Manage a customer base, all correspondence, agreements, and files in a unified repository.

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No credit card needed • Unlimited time on Free plan
Flexible Budgeting and Reporting — Nonprofit Organizations Management

Flexible Budgeting and Reporting

A system to help you organize your financial and operational tasks. Initiate fundraising campaigns and keep track of grants and financial inflows. Generate reports on work done and resources expended.

Planning

Budgeting

Flexible Accounting

Reporting

Planning — Nonprofit Organizations Management

Planning

Systematize all your activities by dividing them into projects and tasks.
Flexible settings allow you to manage your activities effectively, and handy boards and planners ensure you stay aware of the flow of tasks and events.
Plan fundraising events, sync calendars and connect participants.
Flexible distribution tasks among employees, volunteers, and contractors.
Create workflows to manage fundraising events.
Learn more about Planners
Budgeting — Nonprofit Organizations Management

Budgeting

Directories help structure data by fundraising direction and activity type.
Document templates speed up document exchange and the creation of standard proposals, invoices, and letters.
Create and budget your fundraising strategy.
Plan expenses for fundraising events and volunteer recruitment.
Prepare documents for grant applications and investments.
Learn more about Directories
Flexible Accounting — Nonprofit Organizations Management

Flexible Accounting

The platform's flexibility allows you to track every activity and retrieve all data from the system.
Data tags allow for accounting of different aspects: by contractor, direction, task, and project.
Track the time spent preparing events and activities.
Collect information on fundraising from donors.
Account for your projects’ and activities’ expenses.
Data Tags in Planfix
Reporting — Nonprofit Organizations Management

Reporting

Planfix helps you keep your finances in order. Set up regular reports, and the system will generate them for you at specific times.
Keep track of your resource costs and optimize fundraising efforts.
Make operational decisions based on the data obtained.
Create visually appealing reports in tables and charts for your investors and donors.
Reporting in Planfix

Prices

Prices — Nonprofit Organizations Management

FREE

Up to 5 users
Plan Options
Prices — Nonprofit Organizations Management

PLAN A

1 - 99 Users
Plan Options
Prices — Nonprofit Organizations Management

PLAN B

1 - 250 Users
Plan Options

Planfix integrated with all popular services and systems

Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.

Telegram
Google drive
Google calendar
Facebook
Gmail
Google Maps
Instagram
MailChimp
SendPulse
Simple Texting
WhatsApp
See all integrations

FAQ

Use all of Planfix's features for 14 days, completely free of charge

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