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CRMD for Nonprofits Nonprofit Quick Start.
24/7 Support

Should you need it, CRMD is always available to help with urgent needs. We encourage our customers to text or call our personal lines, as any good neighbor would.

Mobile Interface

Take your Nonprofit on the road – CRMD will enable you to use your custom-tailored CRM right from your phone with no additional cost.

Donations Management

Track donations in a way that’s easily reportable. View your top contributors and make it easy to accept donations.

Dedicated Success Manager

Your dedicated Project Manager will become part of your team. You’ll want to keep them around with their years of Salesforce experience and multitude of certifications.

One relationship, access to every skillset.

See Features & Benefits
Together We Build Dreams

CRMD follows the 1:1:1 model – we donate 1% of profit, 1% of services, and 1% of our time to charitable causes.

Constituent Engagement
Improved Ability to Achieve Mission
The Difference

As a Nonprofit, you’ll have full access to the world’s best CRM to help you reach out to your supporters, track donations and make a bigger impact. Finding the right implementation partner should be just as easy of a decision.

A complete CRM for Non-Profits

All of the features of Salesforce’s most robust license tier, plus out-of-the-box tools for managing fundraising and nonprofit constituent relationships.

Your first 10 EE subscriptions are FREE for qualified customers.

01. Business Process Review

The measuring tape to the tailor. CRMD will conduct interviews with all
involved stakeholders to custom tailor the CRM to your Nonprofit’s specific needs.

02. Implement

Based on our measurements, your CRMD dedicated PM will begin the implementation of your CRM, with weekly check-ins to review progress and assess direction to make adjustments on the fly.

03. Training

Your CRMD dedicated PM will make sure you’re comfortable using the system and will teach you how to make minor updates so that you can focus on what matters to your business.

Dramatically add value with minimal cost.

Deliver better programs, engage your community, communicate more effectively, raise more resources. CRMD is ready to help you make a bigger impact.

Nonprofits benefit from a number of tools that can be integrated/built post-go-live.

  • Perform robust actions outside of Salesforce from apps like Facebook, MailChimp, Eventbrite and HubSpot.
Social Publishing
  • Social publishing tool help you maintain an active social presence with minimal effort. Leverage Google Analytics tracking data for website and for any forms from Salesforce.
Marketing Cloud
  • Set automated workflows, compose detailed segmentation and in-depth web
Salesforce Communities
  • Salesforce Communities members can manage the emails they get, provide materials (like on-boarding communications for new subscribers), see donation history and add contacts.

Constituent Relationship Management

Provide access to view all constituents and ability to relate them to particular initiatives. Ability to email, track and update all members.

Volunteer Management

Get a pulse on your volunteers proactively, so that events are smooth and well planned. Know what event types your volunteers are interested in and market to them.

Basic Batch Management

Bulk update or import records using a simple, easy-to-use wizard. Ensure event attendees are updated with a single process.

Content Library

Build and manage your content, structured into libraries for easy access.

Nonprofit Success Pack Data Import Accelerator

CRMD will help you migrate from your old systems and import actionable and relevant data into Salesforce.

Donations Management

Track donations in a way that’s easily reportable. View your top contributors and make it easy to accept donations.

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Project-based allotments that are consumed within a 90-day calendar period. Provisioning for Hours Buckets are subject to a 30-hour minimum increment.

Great Value

CRMD Engage

Provides guaranteed access to CRMD resources and a dedicated project manager. This is not only a retainer, but an extension of your team. The nonprofit allotment is set at 20 hours / month.