Questions, answered

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.

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

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

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.

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.

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.

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.

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.

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.

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.