Streamline Your Processes with Pipeline CRM System for NPOs

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fundraising ain't for the faint-hearted It's a combination of many skills like scheduling campaigns sending follow-up emails organizing events and this is only the tip of the iceberg so whether it's for your startup or your charity here's how you can do fundraising faster with one page CRM when you log into your account the first thing you'll see is your to-do list and this is your agenda for today it could be sending your brochure to an investor following up with your past supporter or giving a call to a potenti itial event venue all tasks are colorcoded and sorted by urgency they're also linked to your contacts potential investors VCS donors and business partners but onepage CRM has many more features under the hood if you found a lead on social media you can just click on our free browser extension we'll automatically create a new CRM contact with its individual page and these are your contact profiles you can also import contacts from a spreadsheet or add them manually one by one and you can even visualize relationships between them every contact has all the important information on one page so you're meeting notes your deals which are your fundraising opportunities calls and even emails of course email Outreach is an important step to raising funds so you can do it without leaving your CRM email contacts in bulk use templates track email opens there's no need to pay for additional apps and if youve multiple people on the team enable the email sync to ensure that no business communication is trapped in anyone's personal inboxes there's also a drag and drop pipeline to help you manage different stages in your fundraising process it lets you visualize your workflow and make sure that things are moving you can also record and track every opportunity amounts dates reason lost and much more you can link multiple contacts to one opportunity and then segment your database based on different criteria and once you have these segments you can then send targeted campaigns via MailChimp you can connect one page CRM to other apps too like Evernote QuickBooks WhatsApp zapier and many more there's also a free web form Builder so you can add a professional looking form to any page on your website and have follow-up reminders automatically added to new submissions and of course we're also on mobile so you'll never miss a deadline even when you're on the go creating an account takes less than 5 minutes so consider giving onepage CRM a test drive