Implement Powerful CRM & ERP Solutions For Your Nonprofit Organization
Improve the efficiency and impact of your nonprofit operations with our specialized CRM and ERP solutions. We focus on donation processing and improving donor and volunteer experiences with our industry expertise.
Our Focus Areas
Charitable Organizations
Foundation
Healthcare Nonprofit
International Developer Fund
Social Service Agencies
Educational Institutions
CRM Solutions for
Nonprofits
Donor Relationship Management
- Complete donor profiles for personalized engagement such as targeted communications, customized fundraising appeals, and event invitations.
- Secure communication channels for donation updates, event notifications, and inquiries.
- Portal access for donation tracking, document management, and donor communication.
- Marketing campaigns based on donor preferences and giving history.
Grant Management
- Simplify the grant application process by organizing and tracking applications from various funders.
- Manage grant documents, deadlines, and reporting requirements efficiently.
- Enable easy comparison of grant opportunities and evaluation of eligibility criteria.
- Promote internal collaboration on grant applications with different CRM features.
Volunteer Management
- Capture and track volunteer applications and opportunities.
- Monitor volunteer participation and engagement.
- Analyze volunteer conversion rates and performance.
- Identify areas for improvement in volunteer growth and retention.
Communication Tracking
- Use tracking systems to monitor all communication channels with donors and volunteers.
- Ensure timely responses to inquiries and concerns.
- Facilitate coordination of volunteer teams by centralizing communication records.
- Improve relationships through effective communication management.
Event Management Integration
- Integrate event management functionalities for online event tracking and participation.
- Provide participants with access to event details and updates from anywhere.
- Expand event reach to new audiences through online portals.
- Improve participant satisfaction with flexible event management options.
Sales Automation
- Automation of fundraising processes, including donor management and pipeline tracking.
- Tracking fundraising activities, such as calls, emails, meetings, and follow-ups.
- Integration with project management platforms for seamless project transactions.
- Use of AI-powered chatbots for providing instant support.
ERP Solutions for
Nonprofit
Financial Management
- Integrated billing and invoicing system for donation processing.
- Automated revenue cycle management for faster payments.
- Real-time financial reporting and analytics for informed decision-making.
- Accounts payable and receivable management.
Fundraising Management
- Tracking of donations received, including donor information, amounts, and dates.
- Planning and executing fundraising campaigns directly within the ERP system.
- Integration with online fundraising platforms for management of online fundraising activities.
- Detailed reports on fundraising activities, donor contributions, and campaign effectiveness.
Membership Tracking
- ERP automates tasks like updating member records, and reporting on membership status and dues.
- Track member interactions with programs, events, and communications.
- Integration of membership data with other operational aspects like fundraising, event management, and volunteer coordination.
- Analyze trends in membership retention and engagement levels to identify areas for improvement.
Human Resource Management
- Simplify staff scheduling and payroll processing through automated systems.
- Manage employee benefits and training programs efficiently to attract and retain talent.
- Track employee performance metrics and compliance with regulatory requirements.
- Implement performance appraisal systems and career development plans.
Payment Processing Integration
- Facilitate donation processes with automated billing and invoicing systems.
- Diverse payment options, including integration with different payment gateways.
- Provide secure online donation portals and flexible payment plans.
- Integrate Payment Systems with Fundraising Campaigns and Grant Management Tools.
Data Security
- ERP consolidates all sensitive donor and beneficiary information within a secure location.
- Allow granular user access controls to minimize the risk of unauthorized access to sensitive data.
- Incorporates security protocols like encryption, data masking, and regular security audits.
- Maintain compliance with data privacy regulations relevant to your organization.
Our Services
Implementation Services
We take a hands-on approach to managing the entire process from start to finish. Our experienced project management team oversees every implementation aspect, ensuring adherence to nonprofit regulations and best practices. We configure and customize the chosen solutions to meet the unique workflows and regulatory requirements of your nonprofit sector.
Ongoing Support & Training
We provide user training programs to assist your staff in using the system efficiently. Our dedicated technical support team is readily available to address any technical issues. Additionally, we offer ongoing system optimization and maintenance services to ensure that your CRM and ERP systems continue to meet the evolving needs of your nonprofit operations.
Consulting Services
We begin by conducting a thorough assessment of your nonprofit organization's systems, workflows, and pain points. This assessment provides valuable insights into the unique challenges and requirements of your nonprofit environment. We use our expertise in nonprofit technology to guide you in selecting the most suitable CRM and ERP solutions for your operations.
Integration with Nonprofit Applications
Our integration services enable connectivity between your CRM and ERP systems and existing applications used by your nonprofit organization. Whether you need to connect with fundraising platforms, volunteer scheduling tools, or impact measurement software, our team can design integration solutions that optimize your operations.
Data & System Migration
Our migration services ensure a smooth transition of your data or legacy system to the new system. Using our expertise, we use industry best practices to facilitate the migration of your donor data, volunteer history, and administrative data. From legacy systems to modern platforms, we handle the migration process efficiently, so you can focus on advancing your mission.
Customization & Development
Our services enable you to customize your CRM and ERP solutions to meet the unique needs and regulatory requirements of your nonprofit operations. Whether you need to customize existing features or develop new functionality, our team can bring your vision to life. We understand your requirements and design solutions that enhance efficiency and regulatory compliance.
Platforms We Use
Dynamics 365
Salesforce
SugarCRM
SAP B1
Power Platform
Why Choose Tech Implement
Industry Expertise
With years of experience serving the nonprofit sector, we deeply understand its unique requirements and challenges.
Proven track record
Countless nonprofit organizations have entrusted us with their CRM and ERP needs, driving positive outcomes for their missions.
Customized Solutions
We recognize that every nonprofit organization is different. That's why we offer customized solutions to meet your specific needs.
Compliance and Security
We prioritize data security and compliance with industry regulations, giving you peace of mind knowing that your information is always protected.
Scalability
Our flexible CRM and ERP platforms can scale with your organization as it grows, ensuring that your investments remain aligned with your needs.
Reliable Support
Our dedicated team of experts provides ongoing support and training to maximize the value of our solutions and ensure smooth implementation.
GET A FREE CONSULTATION
+1 218 752-5005
Let us help you improve your business with a free consultation call from our CRM and ERP experts
