5 best charity CRM software picks for 2023 Nonprofits are typically time-stretched and cash-poor – which is where CRM software can help. Here are the top charity CRMs to improve efficiency and optimise campaigns. Written by Helena Young Updated on 13 July 2023 Our Research Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of functionality and advanced options. Written and reviewed by: Helena Young Lead Writer At its heart, CRM is all about fostering relationships – the ultimate driver behind helping others, the key mantra for charities.Nonprofit organisations (NPOs) therefore need a people-focused CRM system that can organise and encourage donations, while communicating to donors and trustees what your foundation is about and where their money is going.Below, our expert team of analysts has identified the top systems for NPOs. Our results are based on specific criteria including discounts, feature-focuses, and charity structures. Best CRM for Charities, at a glance Freshsales – best overall choice, with premium contact outreach tools that can maximise fundraising effortsSalesforce – a good choice for very large charities, with deep reporting toolsHubSpot – outstanding campaign tools that help with brand awarenessmonday.com – a user-friendly, excellent choice for volunteer managementZoho CRM – a good choice for managing grant applications We've put in the research to help you identify the best CRM for the particular needs of your charity or non-profit. You can read the guide below for more detail on each of the CRM prviders we'd recommend.Short on time? You can also use the Startups free online quote-matching tool. Simply fill in some general details about your charity, and we’ll connect you with our top recommended providers. Swipe right to see more 0 out of 0 backward forward BEST OVERALL Freshsales Salesforce CRM HubSpot monday.com Zoho CRM Best for: Community development charities Best for: Charities with lots of trustees Best for: Seasonal fundraising Best for: Shelters or hospices Best for: Large-scale fundrasing projects Price per month (billed annually): Free plan, or £12 per user Price per month (billed annually): £20 per user Price per month (billed annually): Free Plan, or from £18 (flat rate) Price per month (billed annually): £7 per seat Price per month (billed annually): £12 per user Price per month (billed monthly): £14 per user Price per month (billed monthly): Contact sales team Price per month (billed monthly): £18 (flat rate) Price per month (billed monthly): £9 per seat Price per month (billed monthly): £15 per user Nonprofit discount? N/A Nonprofit discount? Contact sales Nonprofit discount? 40% off higher tiers Nonprofit discount? 10 free users, then 70% off Nonprofit discount? Contact sales team Features: Freddy AI tool gives you insights ready-madeCommunication, ecommerce, and accounting integrationsBig library of preset templates Features: Automatic data captureMobile access and administrationSalesforce Inbox10 user limit Features: Send 2,000 emails per month5 active contact lists for outreachThorough 12-step onboarding processChatbots, campaigns, and webforms Features: Huge range of CRM board templatesMessage board for dashboard collaborationWidgets available for bespoke metricsUnlimited contacts and dashboards Features: 21 features available on free planAutomated reports included on free planUser permissions available for larger teams Contact limit: Unlimited Contact limit: Unlimited Contact limit: 1 million Contact limit: Unlimited Contact limit: 100,000 Get started: Try Freshsales Get started: Try Salesforce Get started: Try HubSpot Get started: Try monday.com Get started: Try Zoho Read More About CRM This page is part of a larger series on CRM. Read more about the top CRM systems in our full guide: Best CRM Software for Small Businesses This article will cover: Freshsales for Donor outreach and tracking Salesforce for Impact reporting HubSpot for Fundraising campaigns monday.com for Volunteer management Zoho CRM for Grant applications How do I find the best CRM for charities? Verdict What are the benefits of using a charity CRM? How we test CRM systems for UK small businesses Freshsales for donor outreach and trackingBest for: community development charities Freshsales Suite 4.5 Freshsales' huge list of features means you'll never be caught short when it comes to CRM. Try Freshsales Free trial? Yes Brilliant customer support Automated workflows make managing work easy Summary Freshsales (formerly Freshworks CRM) organises your customer and sales processes into one easy-to-use platform – from sales and marketing to data management. It boasts a genuinely impressive list of features, including an advanced AI tool, and is unparalleled in terms of the number of capabilities. Show moreless Pros Automated emails for campaigns and fundraising events Built-in phone system and pay-as-you-go call rates Mobile app for fundraising out and about Cons Some feature limitations on lower tiers Can’t create invoices for donations If you’re running a community-based organisation, like a local food bank or arts collective, we think Freshsales is the best CRM for you.As an incredibly easy-to-use system with a penchant for customisation, you can store pretty much every bit of information about your donors in Freshsales, including addresses for door-to-door visits.Communication is a must when it comes to raising money. People want to know exactly what they're donating to and where their money has gone. Freshsales boasts a built-in phone dialer with pay-as-you-go call rates for low-cost donor outreach. You can use this service to make as many phone calls as you’d like from inside the system. All relevant information – such as a donor’s bank details, name, and email – can then be quickly logged into the Freshsales system.Freshsales’ AI tool ‘Freddy’ is also clever enough to allocate an automatic lead score to your contact. This is a great way to recognise and reward valuable supporter relationship and understand what you can do to retain those important customers. Freshsales pricing Swipe right to see more 0 out of 0 backward forward Freshsales Free Freshsales Growth Freshsales Pro Freshsales Enterprise Price per month (billed annually) £0 Price per month (billed annually) £12 per user Price per month (billed annually) £29 per user Price per month (billed annually) £55 per user Price per month (billed monthly) £0 Price per month (billed monthly) £15 per user Price per month (billed monthly) £35 per user Price per month (billed monthly) £66 per user Users Unlimited Users Unlimited Users Unlimited Users Unlimited Trial Freshsales Growth for free for 14 days Try for free Freshsales costs £12 per user for its lowest-priced plan, putting it in the middle of the CRM cost spectrum. One area we think Freshsales doesn’t score so well in is feature allowances.Most of its elements have caps. For instance, while it permits an unlimited number of contacts, only 1,000 of these can be used for marketing emails per month on the Freshsales Growth plan. Salesforce for impact reportingBest for: charities with lots of trustees Salesforce 3.8 Best-suited to larger sales teams, Salesforce Essentials is a high-performing three-in-one CRM product - that comes at a high price. Compare CRM costs Read our review of Salesforce Free trial? Yes Hundreds of prebuilt charts and template options for a quick overview of your sales pipeline Our highest-scoring CRM software for organisational tools and contact management Summary Salesforce Essentials is like a box of neopolitan ice cream. It mixes three small versions of its main CRM products: Marketing, Sales, and Service into one tempting combo, offering SMEs an all-in-one customer management solution. Costing £20 per month, per user, it's not the most wallet-friendly option. But our expert researchers give it 3.8 out of 5 overall thanks to its impressive usability and long feature list. Show moreless Pros Huge range of reporting tools ‘Chatter’ function for cross-departmental communication Custom dashboard to monitor fundraising targets Cons Business-centric jargon eg. ‘sales’ instead of ‘donations’ Steeper learning curve than platforms like Freshsales Our full review of the Salesforce platform outlines that Salesforce is an incredibly sophisticated CRM tool, which makes it ideal for NPOs with complex operations and lots of trustees.As you’ll be aware, every charity needs to prepare a trustee annual review each year, outlining where you’ve got your money from and what you’re planning to do with it.Startups’ specialist team of testers found that Salesforce has the biggest range of dashboards and reports among all of our CRM brands, dramatically simplifying the process.These include:Deal reportsActivity reportsLead reportsRevenue reportsCustom reportsDisplaying this data is also very easy. You can use number and speedometer widgets or select a donut, funnel, line, bar, or dot chart.Used alongside Salesforce’s high-powered analytics – including website visitor tracking – you can build real insights for your donor base and present key information to stakeholders. Such transparency is crucial to nurturing important working relationships with large partners.Salesforce pricing Swipe right to see more 0 out of 0 backward forward CHEAPEST PLAN Salesforce Essential Salesforce Professional Salesforce Enterprise Salesforce Unlimited Price per month (billed annually) £20 per user Price per month (billed annually) £64 per user Price per month (billed annually) £132 per user Price per month (billed annually) £264 per user Users Up to 10 Users Unlimited Users Unlimited Users Unlimited Compare plans or start a free trial Try Salesforce Salesforce Essential costs £20 per user, per month. However, NPOs should contact the Salesforce customer team to qualify for Salesforce’s special ‘Power for Us’ package, which provides charities with 10 free subscriptions. HubSpot for fundraising campaignsBest for: seasonal fundraising Hubspot CRM 4.2 An innovative marketing solution that's completely free. Compare CRM Read our review of HubSpot Free trial? Yes Intuitive user interface Brilliant email marketing features that make it easy to attract new business Summary Aimed at SMEs, HubSpot Free is an innovative CRM solution that offers lots of add-ons to supplement its core focus on email and marketing outreach. Because of this, it doesn't have as much feature depth as other products. However, advanced UX-focused tools like its live and historical data sync mean it's an intuitive and affordable CRM choice. Show moreless Pros Permanently free plan for unlimited users Social media lead generation Free library of nonprofit resources Cons Poor customer support tools No security emails For campaigning and awareness, HubSpot’s scores are green across the board. A favourite amongst cash-poor charities due to its generous free plan, HubSpot takes care of all those repetitive outreach tasks that can take up a lot of management time.Users can send follow up emails directly to donors from the HubSpot system. You can also send autoresponses, and gather insights on who is reading and engaging with your messages.We therefore most recommend HubSpot to those who carry out seasonal campaigns – for example, themed sends during Christmas.Another strong point is that HubSpot integrates with website builders, so you can use it for lead generation via webforms or pop-ups.As a charitable cherry on top, you can also integrate HubSpot with ecommerce builders like BigCommerce and WooCommerce. This is a great way to upsell any charity merchandise sold on your website.HubSpot pricing Swipe right to see more 0 out of 0 backward forward HubSpot Free HubSpot Marketing Hub (Starter plan) HubSpot Sales Hub (Starter plan) HubSpot Service Hub (Starter plan) Price per month (billed annually) £0 Price per month (billed annually) £18 (flat rate) Price per month (billed annually) £18 (flat rate) Price per month (billed annually) £18 (flat rate) Price per month (billed monthly) £0 Price per month (billed monthly) £18 (flat rate) Price per month (billed monthly) £18 (flat rate) Price per month (billed monthly) £18 (flat rate) Users Unlimited Users Unlimited Users Two free users Users Two free users Trial HubSpot for free for 14 days Try HubSpot for free NPOs with more capital to spare can apply for HubSpot CRM’s nonprofit program, which offers a 40% discount for higher tiers.However, these start from around £300 per month. As we noted in our HubSpot review, the HubSpot Marketing Hub Starter pack is a better way to spend your money (£17 per month, billed annually). monday.com for volunteer managementBest for: shelters or hospices monday.com 4.3 monday sales CRM is an all-in-one platform that enables business owners and sales teams to manage all their CRM functions in one central location. Visit Free trial? Yes Ecommerce integrations offered - rare for a CRM tool Excellent customisation means you won't have to redesign your existing CRM process Summary Monday.com offers well-designed creative tools that make it an endlessly customisable CRM system, perfect for tailoring to clients’ needs. The app also uses a visually appealing traffic light system to help you track customers throughout the pipeline, and has over 200 dashboard templates, making it a particularly stylish tool to use. Show moreless Pros Simple ‘traffic-light’ colour coded system First-class resource for managing staff Intuitive customisation tools Cons Confusing pricing structure Can be slow to use A large number of volunteers is exactly what a lot of charities want – but this can create issues when it comes to shift scheduling and communication.monday.com is our top nonprofit CRM for volunteer management. This is due to a set of fantastic customisable tools, for which we gave monday full marks in our latest round of user testing. It’s also one of the many reasons monday.com took the crown as our best CRM for small business overall.A particular highlight is the app’s preset templates. Drag-and-drop functionality means users can effortlessly move these around to:Assign volunteer tasks/shiftsInstantly visualise volunteer availability and capacityAutomate post-event feedback formsCreate volunteer profiles with detailed notesBeing able to organise and coordinate each staff member is a smart way to improve the volunteer experience and increase retention, saving you time that would otherwise be spent attracting new talent. Still, if you need to recruit new volunteers, monday.com can take care of that as well.Using its web form feature, you can embed integrated recruitment forms into your website, so people can easily sign up to support your cause.monday.com pricing Swipe right to see more 0 out of 0 backward forward HubSpot Free HubSpot Marketing Hub (Starter plan) HubSpot Sales Hub (Starter plan) HubSpot Service Hub (Starter plan) Price per month (billed annually) £0 Price per month (billed annually) £18 (flat rate) Price per month (billed annually) £18 (flat rate) Price per month (billed annually) £18 (flat rate) Price per month (billed monthly) £0 Price per month (billed monthly) £18 (flat rate) Price per month (billed monthly) £18 (flat rate) Price per month (billed monthly) £18 (flat rate) Users Unlimited Users Unlimited Users Two free users Users Two free users Trial HubSpot for free for 14 days Try HubSpot for free We recommend monday.com Basic. It permits unlimited users for just £7 per seat.Complaints about monday.com’s confusing pricing structure are common amongst users. If you want to know more about how much the platform will cost you, read our monday.com pricing guide. Zoho CRM for grant applicationsBest for: large-scale projects Zoho CRM 4.5 Zoho CRM holds a huge range of data that means it's best for small businesses wanting strong analytics and reporting tools. Try Zoho Free trial? Yes Excellent onboarding and support functions Huge range of report types Clever social media workflow function Summary Intelligent design is the best descriptor for Zoho CRM - every one of its features focuses on user experience first, which also means you have excellent customisation options to tailor the software to your business' unique processes. It also permits customer service queries at its free tier, which is a generous oddity compared to its rivals. Show moreless Pros Lots of integrations available for advanced CRM functions Particularly good for customer service tools Cons Mobile app has been described as clunky Less intuitive than other platforms when creating a workflow Grant proposals take up a lot of time. If you’re wanting to get a project up and running quickly – for example, if you need the money to build a new play area in a local park – then you want to make the process go as smoothly as possible.We think Zoho CRM is the best system for this duty due to its superb document management system. Users have access to a central library with relevant preset document templates. Need to find a particular donation invoice or a volunteer’s sponsorship form? Zoho stores all of this information in one easily accessible location. You’ll even have user hierarchies, so you can control who has access to which documents at any time.Surprisingly, one of the most common reasons for proposal rejection is simple: the deadline for submission was not met.Zoho CRM’s time management features include a calendar, appointment scheduling, and automated reminders. These will ensure that every grant or award application you submit is done on time, so you won't have to sacrifice funding due to silly time-based errors.Zoho CRM pricing Swipe right to see more 0 out of 0 backward forward Zoho CRM Free Zoho CRM Standard Zoho CRM Professional Zoho CRM Enterprise Price per month (billed annually) Free Price per month (billed annually) £12 per user Price per month (billed annually) £18 per user Price per month (billed annually) £35 per user Price per month (billed monthly) Free Price per month (billed monthly) £16 per user Price per month (billed monthly) £28 per user Price per month (billed monthly) £40 per user Users 3 Max Users Unlimited Users Unlimited Users Unlimited Compare free quotes on the top CRM providers now Compare Priced at £12 per user, per month, Zoho CRM has excellent value for money thanks to its premium offering and affordable cost. How do I find the best CRM for charities?Does it integrate with accountancy software?An area of charity management that you really don’t want to get wrong is financial planning. Most nonprofits will use accounting software to manage their money.We’d recommend you look for a CRM for charities which integrates with your existing tools so you don’t need to waste time downloading new platforms.What are the contact limits?Outreach is a really important part of attracting donations. Some CRM systems have contact limits on how many potential leads you can store, so it’s a good idea to check this beforehand.Does it have a Document Management System (DMS)?Another key requirement for nonprofit CRMs is that they have a DMS, for storing and sharing sponsorship forms, grant proposals, contracts, and any other document that you frequently use. Does it have a DMS? Freshsales Salesforce HubSpot monday.com Zoho CRM Do you need a bespoke solution?These recommendations come from our team of CRM experts. They are based on over five years of exhaustive research into the market.But running an NPO can bring a unique set of challenges that you might also need to consider. To help you out, Startups has built a free-to-use online CRM comparison tool, designed to match you to the most suitable provider in just one minute. VerdictFreshsales is our top charity CRM software. You should choose Freshsales if you’re running a community-based organisation that needs to engage in local outreach and donation drives.Salesforce has lots of nonprofit-specialist discounts and package deals. Advanced reporting tools also make it a good option for those with lots of trustees.HubSpot is the best charity CRM for those running regular annual or seasonal campaigns. Its email marketing features are second to none.monday.com is our top choice for nonprofit organisations that need to manage large numbers of volunteer staff, such as those running homeless shelters or hospicesZoho CRM is best suited for charities that engage in large-scale projects. Its outstanding DMS is ideal for fundraising packs or grant applications. What are the benefits of using a charity CRM?Spreads awarenessCRMs are excellent for email marketing campaigns. These are a great way to engage in lead generation and spread awareness of the work your charity is doing.Some CRMs, like HubSpot, boast in-built email design editors to personalise your emails. You can also use charity software to apply automated outreach tools to send regular appeals or personalised updates to your donor list.Manages admin tasksBecause charities don’t have a lot of resources, many complex duties like managing finance, HR, and communications are often handled by one charity administrator.CRM software helps to automate or simplify a lot of these tasks. For example, by storing meeting minutes inside the database to be automatically distributed to colleagues.Makes reporting easierCharity CRM software manages, analyses, and stores data for use by every employee or volunteer. This information can be used for many purposes, including creating visual donation pipelines and attracting corporate business partners. How we test CRM systems for UK small businessesAt Startups, it's important to us that the product recommendations we make to small UK businesses are useful, accurate, and based on thorough product testing.We tested 13 CRM systems across seven main categories of investigation and 13 subcategories – all in all, we covered 84 areas of investigation. Next, we gave a ‘relevance weighting' to the final product category scores - this ensures the products' final ratings perfectly reflect the specific needs and requirements of Startups readers.Our main testing categories for CRM systems are:Features: the functionalities and capabilities provided by the CRM software, including contact management, lead and opportunity tracking, and task and activity management.Help and Support: the assistance and resources available to users when they encounter issues or need guidance while using the CRM software.Customisation: the ability to tailor the CRM software to suit the specific needs and processes of the organization, including customising fields, layouts, and workflows.Scalability: the ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.Price: the cost associated with using the CRM software. It includes factors such as licensing fees and subscription plans.Team Structure – Sales CRM: determining if a platform makes it easier to manage large sales teams, including team dashboards and team hierarchies.Usability – Small Business CRM: assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience.The Startups product testing process Charity CRM FAQs Do charities use CRM? Yes. According to Salesforce’s website, over 40,000 nonprofits and educational institutions are currently using the platform alone. What is a CRM for charities? In general, charity CRM systems are organisational apps that help nonprofits to attract and monitor donations, run fundraising campaigns, and organise their relationships with volunteers. There are many more benefits depending on your choice of platform, however. What database do charities use? Salesforce charity packages including the Power of Us are a popular choice. We also recommend Freshsales for donation management, and HubSpot for fundraising campaigns. Is Salesforce free for charities? Salesforce offers a special nonprofit program called Power of Us. It’s not 100% free, but pricing is heavily discounted. Eligible charities also get 10 free subscriptions of the Salesforce & Service Cloud Enterprise Edition. Startups.co.uk is reader-supported. If you make a purchase through the links on our site, we may earn a commission from the retailers of the products we have reviewed. This helps Startups.co.uk to provide free reviews for our readers. It has no additional cost to you, and never affects the editorial independence of our reviews. Share this post facebook twitter linkedin Written by: Helena Young Lead Writer Helena is Lead Writer at Startups. As resident people and premises expert, she's an authority on topics such as business energy, office and coworking spaces, and project management software. With a background in PR and marketing, Helena also manages the Startups 100 Index and is passionate about giving early-stage startups a platform to boost their brands. From interviewing Wetherspoon's boss Tim Martin to spotting data-led working from home trends, her insight has been featured by major trade publications including the ICAEW, and news outlets like the BBC, ITV News, Daily Express, and HuffPost UK.