Customer Relationship Management (CRM) for Nonprofits

Simplify donor, volunteer, and supporter management with Dynamics 365 CRM for nonprofits

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Build stronger connections with your community

To grow your nonprofit, you need strong and lasting relationships with donors, volunteers, and supporters. Managing all those connections in spreadsheets or scattered systems is tough.

That's where a CRM brings all your contacts, forms, emails, and tasks into one place. It connects with your website and other tools, making it easier to stay organised and focused on your mission.

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Why choose Dynamics 365 CRM for nonprofits?

There are many CRM platforms on the market. Some are too costly, others overly complex. At Xtreme Productivity, we recommend Microsoft Dynamics 365 CRM because it’s:

  • Flexible: works for both medium and large organisations
  • Tailored: we set it up with the features nonprofits actually need
  • Cost-effective: no wasted extras, just the tools that matter

Our nonprofit clients love it because it’s built to fit their budget and their way of working.

How a CRM helps your nonprofit

An effective CRM can transform the way you manage relationships. With Dynamics 365 CRM, you can:

  • Manage and engage volunteers
  • Track donors, members, and supporters
  • Send email updates and newsletters
  • View reports and fundraising trends
  • Save time and reduce admin

If you’re wondering about the nature of customer relationship management, think of it as creating one central hub for every supporter interaction.

More ways Dynamics 365 CRM helps nonprofits

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Dynamics 365 Customer Insights

Strengthen donor and volunteer connections by using AI to create personalised experiences based on data.

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Dynamics 365 Portals

Give donors, volunteers, and members self-service access online. Share updates, forms, and resources securely in one place.

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Dynamics 365 Customer Service

Bring all supporter questions into one place. Respond faster and create a smoother experience for your community.

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Dynamics 365 Contact Center

Engage your community across every channel, including email, chat, phone, or social media. Use AI to deliver personalised communications, strengthen relationships, and keep supporters connected to your mission.

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Dynamics 365 Implementation & Support

We set up Dynamics 365 to fit your nonprofit. Training and ongoing support included.

Common CRM questions nonprofits ask

 

What’s the difference between a CRM and a CDP (Customer Data Platform)?
A CRM helps you manage ongoing relationships with people (donors, volunteers, supporters). A CDP focuses on collecting raw customer data across channels. For nonprofits, a CRM is usually the right choice for engagement and growth.

Is Dynamics 365 CRM the best CRM for charities?
For nonprofits using Microsoft 365 or Xero, it’s a great fit. It integrates smoothly with the tools you already use, making it one of the best CRM software options for Office 365 and Xero users.

Can you give me a collaborative CRM example?
Sure, with Dynamics 365, different teams (fundraising, comms, volunteer management) can work in the same system with the same data.

Ready to get started?

We can help you set up a well-designed CRM, which is essential software for effective customer relationship management for your nonprofit.

Contact us today