Project Management Software for Nonprofits

Why Nonprofits Need Specialized Project Management Software

Donor Management

Ever tried to keep track of 100+ donors with a simple spreadsheet? Yeah, that isn’t easy. Fortunately, Planfix makes it a piece of cake to manage donor data, create mailing lists, and maintain communication — all in one place.

Fundraising Planning

Fundraising can sometimes feel like herding cats. But with Planfix’s calendars and Gantt charts, you can finally get those cats to march in step. Plan your campaigns, keep an eye on deadlines, and breathe a sigh of relief knowing you have everything you need right there in front of you.

Grant Management

Deadlines. Tasks. Even more deadlines. Keeping track of grant applications can often feel like a full-time job. With Planfix, you can easily assign tasks, monitor real-time progress, and ensure you never miss a thing.

Task Calendar

Stop scribbling on Post-it notes. With Planfix, you can easily assign and organize day-to-day tasks and even synchronize everything with iCal or Google Calendar.

Whiteboard

Have some great ideas stuck in your head? Throw them on the Planfix whiteboard. In not time, your brainstorming sessions become masterpieces of strategic planning.

Gantt Chart

Ever seen those organized diagrams in movies? Those are Gantt charts. With Planfix, you can use them to track deadlines and manage your team's tasks efficiently.

Planners

If prioritizing tasks were an Olympic sport, Planfix would be your coach. With it by your side, you can plan, schedule, and conquer time management like the champion you are.

Collaboration

Communication

Tracking

Forecasting

Data Storage

Collaboration

Imagine a single team calendar that can synchronize meetings, deadlines, and tasks for everyone. You would no longer have to worry about what’s due when!

With Planfix, multiple users can edit tasks, comment, and upload files simultaneously — allowing for maximum teamwork

Task chats ensure that all the little details stay organized while also allowing you to easily share files. And don't worry about losing track of changes — every file is versioned, so you can always go back and see who did what.

Communication

Want to chat with volunteers or donors in real time? No problem! Planfix has a built-in chat that’s specifically designed to keep the conversation flowing.

Integrations with email, Facebook, Instagram, and messaging apps make communication easy and all in one place.

And, yes, you’ll get real-time notifications on each tasks’ status to ensure you’re always in the loop.

Tracking

Ever wonder where all your time goes? With Planfix, you can easily track work hours with the power of data tags.

Need to keep an eye on project finances? Financial analytics have you covered.

You can also tailor custom reports and data collection to fit your nonprofit’s unique needs.

Forecasting

With Planfix, you can utilize Gantt and dependency charts to help you visualize the relationships between tasks, plan deadlines, and identify bottlenecks before they become obstacles.

Data tag reports track project phases, resources, and budgets while also helping you identify deviations and reduce risks.

Last but not least, you can use customizable notifications to inform your team about critical events, deadlines, and changes.

Data Storage

Planfix empowers you to create a centralized knowledge base with easy search, categories, and article links so your team can quickly access vital information.

Store files associated with tasks and projects, keeping all versions for reference.

Automate your document workflow from creation to approval, tracking deadlines and responsibilities along the way.

Tools for Effective Teamwork

Team Collaboration

Role settings and collaborative editing make delegating tasks easier than ever.

Marketing

Organize campaigns, assign tasks, and adjust strategies based on results.

Operations

Automate processes, create instructions, and track the completion of tasks.

Volunteers

Assign tasks, track progress, and keep motivation high with planning tools.

Donors

Manage donors, automate emailing, and track donation history.

Support

Best of all, Planfix offers 24/7 user support and helpful tools to train your team.

Ready-Made Project Management Solutions

Summary Data

Planfix Planner is a versatile solution for any type of organization, allowing you to strategize every task with the help of lists and calendars.

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Internal Projects and Tasks Solution

Coordinate your team’s work and track income, expenses, and project time to calculate resources accurately.

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