CRM for Nonprofits · Available now

Keep every funding relationship in view.

A development team uses CRM for Nonprofits to keep constituent organizations, their contacts and funding work together. A funding opportunity belongs to a constituent, an operating organization and an owner.

Start now Download Proto

No per-user fees
Manual work is free
Configure it in Proto

OverviewFunding pipeline

Nonprofits CRM · Funding opportunities

Funding pipeline

Funding opportunities in one list

New funding opportunity

Funding opportunities in view

Total expected value USD

2,960

New

Qualified

New2

After-school meals grantElm Ridge Neighbors

780

18 Oct

Mobile library pilotHarbor Light Foods

280

12 Oct

Add

Qualified2

Community garden sponsorshipHarbor Light Foods

610

15 Oct

Neighborhood health workshopsCedar Haven Foundation

11 Oct

Add

Proposal1

Winter shelter expansionHarbor Light Foods

260

30 Oct

Add

Negotiation1

Youth arts fund renewalRiverstone Community Guild

940

20 Oct

Add

After-school meals grantFunding opportunities · FO-69002

New

ConstituentElm Ridge Neighbors

OwnerNia Thompson

Expected close date18 Oct

Expected value USD780

Next stepSubmit revised grant budget

Pledge reviewFO-69002 · After-school meals grant

Independent Reviewer decides the submitted pledge.

Waiting for Independent Reviewer

ApproveReturn

Example screen with sample data

Tables, ready to use: 13
Saved views: 14
Roles with set permissions: 6
Reports and dashboards: 8

Features

See the relationship before the next call

Every feature works on the same records. Pick one to see the screen your team works in.

Constituent relationships

Keep constituent organizations and their contacts connected to funding work.

Keep the organization clear
Separate people from accounts
Use status as a work signal

Organizations
Constituents
Contacts
Funding opportunities
Team members

Explore constituent relationships

OverviewProspective constituents

Nonprofits CRM · Constituent relationships

Prospective constituents

Constituents

New

Name	Primary contact	Segment	Eligibility note	Status	Organization
Cedar Haven Foundation	Amina Diallo	Foundation	Accepts youth education proposals	Prospect	Willow Table Project
North Quay Giving Circle	Gabriel Chen	Corporate	Requires local service delivery	Prospect	Cedar River Action
Willowbrook Community Fund	Lucia Moreno	Community	Annual giving window is open	Prospect	Willow Table Project
Mossfield Civic Trust	Samira Patel	Government	Matching gift criteria met	Prospect	Open Gate Youth Alliance
Harbor Light Foods	Jonas Berg	Foundation	Impact reporting is current	Prospect	Juniper Neighbors Collective

6 of 6 records

Cedar Haven FoundationConstituents · CNS-14393

Foundation

Primary contactAmina Diallo

Eligibility noteAccepts youth education proposals

StatusProspect

OrganizationWillow Table Project

Example screen with sample data

Funding pipeline

Track an ask from intake and qualification through proposal and outcome.

Own the next action
Qualify with a trace
Close with an outcome

Funding opportunities
Constituents
Contacts
Constituent follow-ups
Operation receipts

Explore funding pipeline

OverviewMy funding opportunities

Nonprofits CRM · Funding pipeline

My funding opportunities

Funding opportunities

New

Record number	Subject	Constituent	Status	Expected close date	Next step
FO-77810	After-school meals grant	North Quay Giving Circle	New	29 Oct	Submit revised grant budget
FO-16745	Community garden sponsorship	Elm Ridge Neighbors	Qualified	13 Oct	Schedule funder site visit
FO-89533	Winter shelter expansion	North Quay Giving Circle	Proposal	21 Oct	Confirm matching commitment
FO-26652	Youth arts fund renewal	Cedar Haven Foundation	Negotiation	15 Oct	Send program impact summary
FO-38535	Mobile library pilot	Willowbrook Community Fund	Won	18 Oct	Request award decision date

6 of 6 records

After-school meals grantFunding opportunities · FO-77810

New

ConstituentNorth Quay Giving Circle

Expected close date29 Oct

Next stepSubmit revised grant budget

Example screen with sample data

Funding case

Explain the funding ask through line items and program context.

Build from the opportunity
Use the funding type
Keep program context current

Funding case lines
Funding opportunities
Funding programs
Constituent follow-ups
Evidence attachments

Explore funding case

OverviewFunding case detail

Nonprofits CRM · Funding case

Funding case detail

Funding case lines

New

Opportunity	Line number	Funding item	Quantity	Unit amount	Funding type
Family literacy campaign	270	Meal kits for 40 students	740	320	Restricted Gift
Winter shelter expansion	110	Six raised garden beds	440	820	Program Funding
Youth arts fund renewal	670	Twenty winter shelter nights	180	360	Operating Support
Youth arts fund renewal	910	Youth studio art supplies	170	400	Restricted Gift
Family literacy campaign	930	Mobile library book set	60	680	Program Funding

6 of 6 records

Meal kits for 40 studentsFunding case lines · FCL-58956

Restricted Gift

OpportunityFamily literacy campaign

Line number270

Quantity740

Unit amount320

ProductAfter-school meal service

Example screen with sample data

Donor pledges and review

Keep a pledge, its independent decision and supporting evidence together.

Record the pledge independently
Submit for a decision
Keep the decision trace

Donor pledges
Funding opportunities
Review decisions
Evidence attachments
Operation receipts

Explore donor pledges and review

OverviewPledges awaiting review

Nonprofits CRM · Donor pledges and review

Pledges awaiting review

Approval waits for the independent reviewer

New

Parent opportunity	Account	Donor	Gifts pledged	Purpose	Owner
After-school meals grant	North Quay Giving Circle	Cedar Haven Foundation	260	After-school meal supplies	Rafael Costa
Neighborhood health workshops	Riverstone Community Guild	North Quay Giving Circle	510	Raised garden beds	Omar El-Sayed
Family literacy campaign	Mossfield Civic Trust	Willowbrook Community Fund	430	Additional shelter nights	Jonas Berg
After-school meals grant	Riverstone Community Guild	Mossfield Civic Trust	200	Youth art materials	Lucia Moreno
Family literacy campaign	Willowbrook Community Fund	Harbor Light Foods	760	Mobile library books	Gabriel Chen

6 of 6 records

Cedar Haven FoundationDonor pledges · DP-21867

Submitted

Parent opportunityAfter-school meals grant

AccountNorth Quay Giving Circle

Gifts pledged260

PurposeAfter-school meal supplies

OwnerRafael Costa

Example screen with sample data

Constituent follow-ups

Assign and complete the calls, meetings, emails and tasks that move a relationship.

Tie activity to funding work
Give work an owner
Record the result

Constituent follow-ups
Funding opportunities
Team members
Organizations

Explore constituent follow-ups

OverviewOpen constituent follow-ups

Nonprofits CRM · Constituent follow-ups

Open constituent follow-ups

Constituent follow-ups

New

Subject	Activity type	Owner	Due at	Parent opportunity	Status
Discuss meals grant timeline	Call	Nia Thompson	27 Oct	River restoration match	Open
Send garden budget	Meeting	Samira Patel	30 Oct	Winter shelter expansion	Open
Confirm pledge schedule	Email	Elise Dubois	22 Oct	River restoration match	Open
Share youth arts outcomes	Task	Amina Diallo	13 Oct	Youth arts fund renewal	Open
Invite site visit	Call	Nia Thompson	13 Oct	After-school meals grant	Open

6 of 6 records

Discuss meals grant timelineConstituent follow-ups · CFU-12312

Call

OwnerNia Thompson

Due at27 Oct

Parent opportunityRiver restoration match

StatusOpen

Example screen with sample data

Evidence and receipts

Keep supporting files, review decisions and workflow receipts close to the case.

Attach to the right work
Read decisions in context
Watch operation exceptions

Evidence attachments
Review decisions
Operation receipts
Donor pledges
Funding opportunities

Explore evidence and receipts

OverviewFunding evidence

Nonprofits CRM · Evidence and receipts

Funding evidence

Evidence attachments

New

Title	Kind	Parent opportunity	Donor pledge	Captured at	Reference URL
Signed pledge letter	Document	River restoration match	Riverstone restoration pledge	18 Oct	https://files.brightpath.example/pledge-041.pdf
Program budget worksheet	Receipt	Mobile library pilot	Mossfield arts pledge	29 Oct	https://files.brightpath.example/budget-052.pdf
Garden site photograph	Signature	Family literacy campaign	Willowbrook shelter pledge	31 Oct	https://files.brightpath.example/photo-063.jpg
Youth attendance summary	Document	After-school meals grant	North Quay garden pledge	18 Oct	https://files.brightpath.example/report-074.pdf
Grant award notice	Receipt	Community garden sponsorship	Mossfield arts pledge	23 Oct	https://files.brightpath.example/award-085.pdf

6 of 6 records

Signed pledge letterEvidence attachments · EA-57106

Document

Parent opportunityRiver restoration match

Donor pledgeRiverstone restoration pledge

Captured at18 Oct

Reference URLhttps://files.brightpath.example/pledge-041.pdf

Example screen with sample data

Process

Follow each funding decision

Constituent relationship to funding outcome ships ready to use. One step needs a named approval before the work moves on: Pledge review (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

Constituent context

Keep the funder and decision contacts together.

After-school meals grantFO-69002 · Relationship Manager
Constituent contextBy Relationship Manager
Opportunity qualification

Log the qualification and move the case to Qualified.

After-school meals grantFO-69002 · Relationship Manager
Opportunity qualificationBy Relationship Manager
Proposal submission

Record the proposal email and advance the case.

After-school meals grantFO-69002 · Proposal Coordinator
Proposal submissionBy Proposal Coordinator
Pledge review

Inspect the submitted pledge and retain the decision.

After-school meals grantFO-69002 · Independent Reviewer
Pledge reviewBy Independent Reviewer
ApprovalIndependent Reviewer decides the submitted pledge.
Follow-up

Assign the next call, meeting, email or task.

After-school meals grantFO-69002 · Relationship Manager
Follow-upBy Relationship Manager
Outcome close

Record Won or Lost with its reason and receipt.

After-school meals grantFO-69002 · Development Director
Outcome closeBy Development Director

Start with Constituent context and follow-up

Inside a record

Connect the records behind the ask

Open any funding opportunity to see its constituent follow-ups, the roles that work on it, its process stages and its approvals on one page.

1
Record details
Constituent, Owner, Expected close date and Expected value USD.
2
Constituent follow-ups
Each line is linked to this funding opportunity.
3
Who works on it
Development Director, Relationship Manager and Proposal Coordinator, each with their own permissions.
4
Process stages
Opportunity intake and Outcome close, with the role that acts.
5
Approvals
Pledge review, with who decides.

Funding pipelineAfter-school meals grant

Nonprofits CRM · Funding opportunities

After-school meals grant

Elm Ridge Neighbors · New

Log activity

Record details

ConstituentElm Ridge Neighbors

OwnerNia Thompson

Expected close date18 Oct

Expected value USD780

Constituent follow-ups

After-school meals grant

Subject	Activity type	Owner
Discuss meals grant timeline	Call	Nia Thompson
Send garden budget	Meeting	Samira Patel
Confirm pledge schedule	Email	Elise Dubois

Constituent follow-ups: 6

Who works on it

Development DirectorManage funding opportunities, funding case lines
Relationship ManagerManage Constituents, Contacts, funding opportunities…
Proposal CoordinatorManage funding case lines, constituent follow-ups

Process stages

Opportunity intakeRelationship Manager
Outcome closeDevelopment Director

Approvals

Pledge reviewIndependent Reviewer
Approved

Example screen with sample data

Approvals

Keep pledge decisions independent

A Pledge Coordinator prepares the pledge; an Independent Reviewer makes the recorded decision.

OverviewApprovals

Nonprofits CRM · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

DP-21867Cedar Haven Foundation
After-school meals grantRequested by Rafael Costa
Submitted0dActions
DP-79219North Quay Giving Circle
Neighborhood health workshopsRequested by Omar El-Sayed
Submitted3dActions
DP-35615Willowbrook Community Fund
Family literacy campaignRequested by Jonas Berg
Submitted4dActions
DP-78876Mossfield Civic Trust
After-school meals grantRequested by Lucia Moreno
Submitted3dActions

Who approves what

	Decision	Approver
	Pledge reviewInspect the submitted pledge and retain the decision.	Independent Reviewer
	Approve donor pledges	Independent Reviewer

2 approval rules · set per role in Proto

Example screen with sample data

Who can approve what

Roles

A workspace for each role

Everyone opens Nonprofits CRM to the work that is theirs. Pick a role to see what it starts with.

Development Director

Owns funding priorities and reviews the opportunity pipeline and outcomes.

This is the first screen this role sees.

OverviewPledges awaiting review

Pledges awaiting review

Donor pledges · Development Director

Parent opportunity	Account	Donor	Gifts pledged	Purpose	Owner
After-school meals grant	North Quay Giving Circle	Cedar Haven Foundation	260	After-school meal supplies	Rafael Costa
Neighborhood health workshops	Riverstone Community Guild	North Quay Giving Circle	510	Raised garden beds	Omar El-Sayed
Family literacy campaign	Mossfield Civic Trust	Willowbrook Community Fund	430	Additional shelter nights	Jonas Berg
After-school meals grant	Riverstone Community Guild	Mossfield Civic Trust	200	Youth art materials	Lucia Moreno
Family literacy campaign	Willowbrook Community Fund	Harbor Light Foods	760	Mobile library books	Gabriel Chen

6 of 6 records

Example screen with sample data

Pledge Coordinator

Records pledges and keeps their purpose and supporting material together.

This is the first screen this role sees.

OverviewPledges awaiting review

Pledges awaiting review

Donor pledges · Pledge Coordinator

Parent opportunity	Account	Donor	Gifts pledged	Purpose	Owner
After-school meals grant	North Quay Giving Circle	Cedar Haven Foundation	260	After-school meal supplies	Rafael Costa
Neighborhood health workshops	Riverstone Community Guild	North Quay Giving Circle	510	Raised garden beds	Omar El-Sayed
Family literacy campaign	Mossfield Civic Trust	Willowbrook Community Fund	430	Additional shelter nights	Jonas Berg
After-school meals grant	Riverstone Community Guild	Mossfield Civic Trust	200	Youth art materials	Lucia Moreno
Family literacy campaign	Willowbrook Community Fund	Harbor Light Foods	760	Mobile library books	Gabriel Chen

6 of 6 records

Example screen with sample data

Independent Reviewer

Decides a submitted pledge and documents the reason separately from preparation.

This is the first screen this role sees.

OverviewPledges awaiting review

Pledges awaiting review

Donor pledges · Independent Reviewer

Parent opportunity	Account	Donor	Gifts pledged	Purpose	Owner
After-school meals grant	North Quay Giving Circle	Cedar Haven Foundation	260	After-school meal supplies	Rafael Costa
Neighborhood health workshops	Riverstone Community Guild	North Quay Giving Circle	510	Raised garden beds	Omar El-Sayed
Family literacy campaign	Mossfield Civic Trust	Willowbrook Community Fund	430	Additional shelter nights	Jonas Berg
After-school meals grant	Riverstone Community Guild	Mossfield Civic Trust	200	Youth art materials	Lucia Moreno
Family literacy campaign	Willowbrook Community Fund	Harbor Light Foods	760	Mobile library books	Gabriel Chen

6 of 6 records

Example screen with sample data

Roles and permissions

Reports

Read pipeline and pledge evidence together

Read the pipeline, pledge decisions, engagement work and operation exceptions together.

Overview

Nonprofits CRM · Overview

Nonprofits CRM dashboard

This quarter

Donor pledges in view

Total gifts pledged

2,290

Submitted

Funding opportunities by status

How far records got this quarter

Stage	Reached	Step
New	44
Qualified	24	55%
Proposal	17	71%
Negotiation	8	47%

Expected value USD by status

Sample totals per stage

9.0k0

3.0kNew

7.0kQualified

9.0kProposal

5.0kNegotiation

3.0kWon

Example screen with sample data

All reports and dashboards

Who it's for

Fit the way your funders work

See how Nonprofits CRM fits your kind of team.

Community foundations

Funding relationship work for community foundations using constituent, opportunity and pledge records.

Corporate giving teams

Funding relationship work for corporate giving teams using constituent, opportunity and pledge records.

Program funders

Funding relationship work for program funders using constituent, opportunity and pledge records.

Controls

Review the source and the outcome

Each stage of constituent relationship to funding outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewConstituent relationship to funding outcome

Nonprofits CRM · Process

Constituent relationship to funding outcome

Each stage, the role that acts and the status it records

Process stages

Approval steps

Roles involved

Tables touched

Opportunity qualification

Relationship Manager

StatusNew → Qualified

RecordsOperation receipts

Proposal submission

Proposal Coordinator

StatusQualified → Proposal

RecordsOperation receipts

Pledge entry

Pledge Coordinator

StatusDraft → Submitted

RecordsDonor pledges

Constituent relationship to funding outcome

Start
Opportunity qualificationNew → Qualified
Operation receipts
Step
Proposal submissionQualified → Proposal
Operation receipts
Step
Pledge entryDraft → Submitted
Donor pledges
Approval
Pledge reviewSubmitted → Approved
Operation receipts
Step
Follow-upOpen → Completed
Constituents

Example screen with sample data

See each stage in detail

AI agent

Prepare a better handoff with Proto

Use Proto to prepare constituent records and inspect funding handoffs.

It can

Relationship Manager: Ask for the open opportunities and follow-ups linked to a constituent before a call.
Proposal Coordinator: Ask for the case lines and program context on a qualified opportunity before submission.
Pledge Coordinator: Ask which pledges are Submitted and what supporting attachment references are present.
Development Director: Ask for Won and Lost outcomes, the linked operation receipts and cases that need review.

Stays with a person

The Relationship Manager owns the relationship, the Proposal Coordinator owns the case, and the Independent Reviewer checks the pledge before it is submitted.
Proto can organize the records and prepare a review, while the named reviewer must inspect the pledge and make the decision.
Confirm any external correspondence and financial receipt in their respective systems.

Set up an agent

agent · nonprofits crm

Show the submitted pledges for my organization with their parent opportunities,

owners and supporting evidence. Flag decisions whose source revision needs

comparison with the current pledge before I review the case.

The Relationship Manager owns the relationship, the Proposal Coordinator owns the case, and the Independent Reviewer checks the pledge before it is submitted.

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

Nonprofits CRM
Document storage
Email
Finance and gifts
Grant portals

Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 13 tables

13tables

Constituent relationships5
Funding pipeline5
Funding case5
Donor pledges and review5
Constituent follow-ups4
Evidence and receipts5

Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

Set the operating context
Create the organization and team members. Assign who owns constituent relationships, proposal preparation, pledge entry and independent review.
Bring in relationship records
Add a small set of constituents and contacts. Check codes, segments, status and the link between each contact and account.
Build a funding case
Create an opportunity with an owner, expected value and close date. Add case lines and one follow-up, then qualify the opportunity. Reaching Qualified triggers proposal submission; inspect the activity and receipt for each change.
Review a pledge
Add a pledge under that opportunity with its purpose and reference. Attach support, have a separate reviewer inspect it, then submit it and inspect the recorded decision and operation receipt.
Review outcomes
Close a test opportunity as Won or Lost with a reason. Check the receipt and the Relationship Overview before expanding to more constituent relationships.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

No per-user or per-seat fees
Viewing, editing, approving and exporting records in the app is free
Pay only for machine work: API calls, imports, workflows and AI agents
Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
Usage	Per $1
Record reads (list, filter, get)	20,000
Search or aggregate queries	4,000
Record writes	4,000
Imported or synced records	200,000
Workflow runs	2,000
AI agent runs	2,000
Scheduled jobs or webhooks	20,000
File uploads (MB)	2,000
CSV or PDF exports	100

FAQ

Questions, answered

Scope, rollout and pricing for Nonprofits CRM.

All questions

How do I get started?

Click Get started, then use Proto to configure CRM for Nonprofits for your business. Begin with one constituent, one funding opportunity, its case lines and a submitted pledge so the team can rehearse the full handoff.

Who owns a funding opportunity?

Each opportunity has an owner linked to team members. Decide who keeps its expected close date and next step current before importing open work.

Can a constituent have more than one contact?

Yes. Contacts link each person to a constituent account, with their role and contact details. The opportunity can also name a primary contact.

How does an opportunity become a proposal?

Qualification moves New to Qualified and records activity and a receipt. Reaching Qualified triggers proposal submission, which logs an email activity, moves the opportunity to Proposal and writes another receipt. Confirm external delivery separately.

Where does the funding ask live?

Funding case lines belong to the opportunity. They record funding item, quantity, unit amount and funding type, with an optional link to a funding program.

How is a donor pledge reviewed?

An Independent Reviewer checks the pledge and support before submission. Submitted status triggers the review workflow, which records an independent decision, changes the pledge to Approved and writes an operation receipt. Confirm the reviewer differs from the pledge owner.

What is the difference between a pledge and an opportunity?

The opportunity tracks the funding pursuit and its expected value. A pledge is a separate commitment record with its own purpose, amount, status and decision.

Where do supporting documents go?

Evidence attachments keep a title, kind and reference URL, linked to an opportunity or pledge. Agree where the files themselves will be stored during setup.

How do we see unfinished outreach?

Open constituent follow-ups show calls, meetings, emails and tasks with their owner, due date and parent opportunity. Relationship Overview also presents open follow-up coverage.

What should we check after closing a case?

Inspect the Won or Lost status, supplied reason and operation receipt. Compare any linked pledge and independent decision separately, then set the next relationship follow-up where appropriate.

Set up Nonprofits CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

Find your application

Keep every funding relationship in view.

Funding pipeline

See the relationship before the next call

Constituent relationships

Prospective constituents

Funding pipeline

My funding opportunities

Funding case

Funding case detail

Donor pledges and review

Pledges awaiting review

Constituent follow-ups

Open constituent follow-ups

Evidence and receipts

Funding evidence

Follow each funding decision

Constituent context

Opportunity qualification

Proposal submission

Pledge review

Follow-up

Outcome close

Connect the records behind the ask

After-school meals grant

After-school meals grant

Who works on it

Process stages

Approvals

Keep pledge decisions independent

Approvals

Waiting for you

Who approves what

A workspace for each role

Development Director

Pledges awaiting review

Relationship Manager

Funding pipeline

Proposal Coordinator

Funding pipeline

Pledge Coordinator

Pledges awaiting review

Independent Reviewer

Pledges awaiting review

Admin

Read pipeline and pledge evidence together

Nonprofits CRM dashboard

Funding opportunities by status

Expected value USD by status

Fit the way your funders work

Community foundations

Corporate giving teams

Program funders

Review the source and the outcome

Constituent relationship to funding outcome

Prepare a better handoff with Proto

It can

Stays with a person

Connects to the tools you use

Your data, in tables you can change

Roll out one team at a time

Set the operating context

Bring in relationship records

Build a funding case

Review a pledge

Review outcomes

Machine work rate card Included per $1 of credit

Questions, answered

More CRM systems

CRM

B2B CRM

Wealth Advisory CRM

CRM + Marketing Automation

CRM for B2C

CRM with Ticketing

Set up Nonprofits CRM your way.

Your Privacy, Your Choice

Manage Your Cookie Preferences