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Get everything you need to deepen engagement, build donor relationships, and ensure successful fundraising. Our robust, cloud-based nonprofit CRM software includes relationship and donor management, online fundraising tools, a member portal, and more.
The more you know about your people, the more they feel connected. The Aplos CRM helps you see all the details you need in a single database, like households, group involvement, volunteer preferences, birthdays, your communication and interactions, and your personal notes.
Leverage your dynamic donor management database to create complete donor profiles that not only track contact info for your constituents, but also include communication activity and interactions, notes, important files, and giving history in a single nonprofit CRM software. Add the fields and contact tags you need to track the data you care about most.
Lists can help you reach out to the right people at the right time with marketing tools that are built into your nonprofit CRM. Build as many lists as you need to filter your reports, customize your communications outreach, and streamline your fundraising. You can also build evergreen lists based on rules that always pull the contact list you need, such as new donors last month, people who registered for events, or constituents with unfulfilled pledges.
Increase staff efficiency by scheduling meetings, communicating to everyone in the group, managing volunteer signups, and delegating tasks in a secure portal. Track attendance, and store minutes, agendas, and more. You can access everything in one place, and easily onboard or engage your volunteers.
Donation history and growth are tracked in the nonprofit CRM software for long-term donor relationships. Dynamic reports contain the info and analytics you need for your constituents. Notifications of important activity in the CRM make it easy to welcome new people, re-engage those who are slipping away, and always make your loyal donors feel appreciated during the fundraising process.
Create unlimited online registration forms to collect RSVPs for free public events, or sell tickets or tables for your next fundraising event, performance, retreat, or march. Registrants are automatically tracked in your nonprofit CRM software so you can use a dynamic list that is always up to date. You can also track attendance and generate name tags for your events, meetings, and volunteers.
Get suggestions to increase donor retention rates based on recent activity or important dates listed on the profiles in your CRM software, such as birthdays or anniversaries.
Your nonprofit CRM software is connected to a complete platform of digital marketing tools. You can easily send a single email to a supporter, updates to event registrants, automated emails after online donations, or bulk emails to your customized lists of people. Whether you are sending direct mail, a monthly update, a thank you note, or launching a new fundraising campaign, you can tailor your mail-merge letters with dynamic fields to speak directly to your supporters. You can also generate the names and addresses of people in your custom contact lists to create mailing labels. This will save you time if you need to send a large volume of mail. You can easily create and print mailing labels by household or individual.
With more people going mobile, it's important to connect with people using their preferred method of communication. SMS text messages can be the most effective method to send out urgent and timely messages so your constituents know about updates, volunteer opportunities, or how to connect with your cause. With Aplos, you can send and respond to text messages right from the CRM.
Address Verification automatically checks your contacts' primary addresses nightly against the USPS database to standardize the address format in your CRM. It also updates addresses when people move, reducing the amount of incorrect recipients and returned mail while potentially increasing fundraising in your organization. This automated marketing tool is simple to set up and ensures you have the most up-to-date addresses for your people in your CRM—with zero time spent by you.
You get a complete donor management software in the Aplos nonprofit CRM, which will help you maximize your fundraising efforts. Batches of online and offline donations are tracked by purpose for giving statements and automatically entered in your accounting.
Create unlimited online fundraising forms and widgets, and customize them to meet your needs. All donations given online are tracked by person and purpose, and their contact info will be automatically added to your nonprofit CRM. Easily share widgets on fundraising pages on your website, and share forms on your social media accounts for peer-to-peer fundraising.
Streamline your fundraising by offering people a way to manage their own contributions and recurring gifts. Donors have a secure portal to log in to the software to view their donation history, select their billing preferences, and manage their giving schedules. All contributions use PCI-compliant payment processing to keep their data secure.
The Aplos CRM automates many tasks for easier fundraising. Anyone who gives to your nonprofit will automatically receive an emailed receipt for each contribution, event registration, or text gift. Tax-deductible contributions are tracked by individual, so you can quickly prepare monthly, quarterly, or annual giving statements with a single click. You also have the option to generate a consolidated giving statement per household.
In addition to phone, email, address, and basic contact information, you can add birthdays, anniversaries, and other important dates to donor profiles. Identify family members, and add employer, school connections, and more to your CRM. You can also add notes, contact tags, and custom fields for other essential details, like which fundraising tactics your people connected with best.
Giving history is tracked in the CRM software by purpose to easily pull reports, including donations by contact or household, LYBUNT, SYBUNT, and top benefactor. Track pledges and make notes for staff to easily follow up when fundraising.
See all of your personal calls, emails, and letters in a single profile view to get a complete look at your organization's communication. Streamline your outreach by adding members to households in your CRM, and set communication preferences for text and email marketing for more personalized fundraising.
Track, grow, and strengthen your supporter relationships using the Aplos CRM. Log your calls and notes for follow-up and fundraising, and even add files, such as volunteer applications. You can also create user roles to limit the information staff and volunteers can view.
Track participation in your CRM to gauge involvement. Use the convenient check-in feature to track attendance so you can follow up with people afterward, whether they attended or not.
Import contacts, manage duplicates, and verify addresses in your CRM to easily keep your contact lists complete and up to date, increasing staff efficiency.
Q. Does my nonprofit need separate donation or accounting software if we use the Aplos Nonprofit CRM?
A. Good news! The Aplos CRM software, donor management tools, fund accounting for as many funds as your nonprofit needs, online fundraising features, marketing and communication tools, and more are all on a single platform, with no extra integration needed. It's your all-inclusive nonprofit software solution. There's no need to use additional software with your CRM and waste time double-entering data in multiple databases.
Q. Does my nonprofit need a CRM?
A. While you technically could use Excel spreadsheets or another data management system, a good Constituent Relationship Management (CRM) system is essential for fundraising efficiency. The fundraising experience is about relationships, and a nonprofit CRM software provides detailed donor profiles and relationship info, truly integrated digital marketing solutions, analytics for accurate reports, and more. Using a nonprofit CRM software will help you better connect to your supporters and constituents so you can improve retention and more easily engage prospects to reach your fundraising goals.
Q. What do I need to look for in a CRM software for my organization?
A. A good nonprofit CRM:
The best nonprofit CRM software will have all that and more. Not only will it give you a 360-degree view of your people, it will also fit the unique needs of your nonprofit. The pricing will be affordable for nonprofits, and the onboarding process will be simple for your staff, volunteers, and board. Additional features, such as custom fields and a live, friendly, knowledgeable support team that can answer your questions, will be the perfect solution.
Q. Can't my nonprofit just use a regular business CRM?
A. Nonprofit organizations form different types of relationships than businesses do, and CRM systems differ significantly. A typical Customer Relationship Management system will lack many of the qualifications nonprofits need, such as fundraising solutions, fundraising reports, volunteer signups, online donation tools, a member portal, contact households, and an included fund accounting software.
Q. How can my nonprofit use the Aplos CRM software for peer-to-peer fundraising?
A. With the Aplos CRM, you can create unlimited giving widgets to put on your website and unlimited online fundraising forms that you can share on social media for peer-to-peer fundraising.
The donation management platform is worth it by itself. It's a very crucial part in bringing in money to non profits and Aplos allows you to track all of the data.
- Clayton P.
Foster Park Sports
Nonprofits tend to use a variety of software programs that cater to specific tasks, which can cause a logistical nightmare. Oftentimes, these programs aren't integrated, and people end up spending hours inputting the same data repeatedly in each system, like a fundraising software and a separate CRM. Stop wasting your time, and start using a CRM software that covers everything you need, from managing donors and fundraising to fund accounting and event registration.
Your nonprofit has the potential to form meaningful, valuable connections with people that will lead to the creation of a loyal supporter network. The Aplos CRM effectively captures fundraising history and extensive contact profile data. Profiles are robustly built to capture all the basic info you need to keep track of your contacts, including their names, addresses, and emails. You can also add notes and create fields for additional information in your CRM, such as giving ability, communication preferences, social media accounts, education, employers, etc.
No matter how tempting it may be, it isn't a good idea to send every communication to every person on your contact list. It may cause people to unsubscribe because they don't feel like they can connect with most of your content, or they may even feel like they're being spammed, which can harm your relationship with them and impair your fundraising. You can increase engagement and have more successful fundraising by creating specific buckets of your constituents in your CRM so you can segment your communication by different audiences.
Engagement is about being timely and intentional with your outreach, marketing, and fundraising asks. Communicate with a purpose, and leave your supporters with a good feeling about you, your organization, and any fundraising you do. Pay attention to people's communication preferences, record that info in your CRM software, and utilize various methods to reach them. You'll also want to be sure to respond when someone contacts you. Doing so not only improves people's experience with your organization, but it also makes them feel like they matter.
Nonprofit reports are meant to keep the organization accountable with people's donations, which means those reports need to be completely accurate. Fund accounting focuses on accountability and stewardship, and a true fund accounting software allows your organization to be fully transparent with what your nonprofit is doing with people's donations. This increases trust, which in turn, tends to lead to increased donations. With Aplos, any contributions you receive from online fundraising will automatically be recorded in the CRM and in your accounting.
Jumpstarting Your Fundraising Efforts
Learn how to set up your nonprofit CRM software so you can develop a successful fundraising campaign. This eBook provides concrete strategies, tips, and tools for nonprofit fundraisers and organizations. It includes help for board fundraising, individual giving, and online fundraising campaigns.
See The Aplos Nonprofit CRM In Action
With the Aplos CRM, you can get to know your people better and keep donors, members, and prospects engaged with your nonprofit for better fundraising. In this video library, you can explore everything that is included in the software. See for yourself how powerful Aplos is yet how simple it is to use.
Unlike other software providers, we encourage you to reach out by phone, email, or message. Our team has a heart for helping your nonprofit succeed, so we are here to help. Our support team can provide the answers to your questions, which means you can get back to your mission.
Our award-winning team of experts provides live, ongoing training for all customers so you have a real person who will provide knowledgeable advice and tips for best practices.
Get the resources and tutorials you need at any time from our Support Center and Training Center. These will walk you through common steps so you can quickly get set up and learn at your own pace.