Same base architecture as our other client CRMs, tuned to how a nonprofit actually operates. Donor roster with pledge tracking. Grants pipeline with deadlines wired to the calendar. Program expenses vs. overhead ratio at a glance. 990-EZ filing on the calendar the day it’s due. Board meetings, audit dates, state charitable-registration renewals — all on one screen.
Only the director opens it. Donors don’t see it. Volunteers don’t see it. Board members get their own read-only view on the Board Portal plugin. Below: four of the pages that ship in the base nonprofit build.
The Volunteer App is an add-on plugin — separate URL, same ledger. Volunteers type a 4-digit PIN, log their hours on-site, mark completed tasks, and clock out. You see everything in real time. When someone stops volunteering, one tap revokes access. Their hours convert to in-kind labor totals for your 990 automatically.
The calendar reads your Compliance board directly — every filing, renewal, audit engagement, and grant report shows up on the day it’s due. Overdue items pulse red. Add a board meeting or fundraiser here, it appears wherever else it belongs. Reminders fire in your browser 60, 30, and 7 days ahead so nothing surprises you.
Same plugin architecture as every industry we build for. The Wired-in Calendar plugin reads Compliance, Donors, Grants, Programs, and Board data automatically. When you add the Board Portal plugin, board members get a read-only dashboard with the financials + meeting minutes. When you add Grants Automation, grant deadlines fire alerts to the right staff member. Plug it in once. Everything else knows about it.
See the base plugin catalog on the CRM home page — pricing and tiers are the same across every industry.
Start with a 10-question intake. We come back with a scoped proposal that shows exactly which modules and plugins fit your org. Base CRM in weeks, plugins layered in as you’re ready.
Begin your build → See other industries