CRM for non-profits

Using a CRM for non-profit marketing 

HubSpot defines 'non-profit marketing' as 'The use of marketing tactics and strategies to amplify an organisation's cause and mission, solicit donations, and attract volunteers and supporters.' 

Charities can use HubSpot CRM to: 

• Run cross-channel campaigns (email, events, video, social media, website)
• Capture leads via forms  
• Create automation to nurture leads via personalised communications 
• Segment their contact database to gain actionable insights  

Using a CRM for donations 

• Convert your one-time donors into recurring donors
• Use lead scoring for prospective donors to build a donor list of profiles and prioritise leads
• Report on your fundraising campaigns by linking money raised to enable customised reports
• Track the lifecycle of contacts to deepen relationships and define the donor journey 

Using a CRM for fundraising 

Fundraising efforts are a way for charities to not only raise money but also promote key charity messages and goals, to further help their cause. The digital transformation of the business world hasn't by-passed fundraising and there are now numerous fundraising platforms to consider for raising money for charity.  

HubSpot App Marketplace has 1000+ App integrations (299 of those are free), one of which is Classy - an online non-profit fundraising software. All payment processors that integrate with HubSpot can be viewed in the Marketplace.

Using a CRM for memberships  

 Driving memberships to your organisation can be a complicated process involving numerous different systems. Streamline your processes and bring your entire membership journey into one user-friendly system. HubSpot has tools to support your teams in converting prospects to members, and also to nurture relationships with your existing members to ensure longevity.  

• Use automation to manage your membership renewal process 

• Create inbound marketing campaigns to generate new leads and demonstrate the value of membership to your organisation 
• Create deal pipelines and reports to effectively track revenue and ROI 

Using a CRM for volunteer management 

As a charity, your CRM setup should be as bespoke you are. 

That’s why HubGem champions HubSpot for non-profits. With its custom object capabilities, it is possible to build a HubSpot CRM portal that fits the exact needs of your charity. 

• Recruiting volunteers for charity programmes is a key focus for non-profits
• Utilising a CRM system can help to track prospects, nurture leads and service the newly converted lead-to-volunteer via bespoke recruitment pipelines.