These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Nonprofits CRM
- Who it's for
- Corporate giving teams
Corporate giving teams
Corporate donors often have several people involved in a contribution. Keep the corporate constituent and each contact separate so the team can see who influences the decision and who receives the proposal. A funding opportunity holds the ask and expected close date; case lines explain the program or capacity-building support being discussed.
How Nonprofits CRM is set up for you
Record
Record contacts with their actual decision roles and keep their details current after staff changes.
Use
Use follow-ups for sponsor meetings, proposal emails and tasks assigned to different team members.
Place
Place the pledge reference, purpose and amount on the pledge record, then retain an independent review decision.
Corporate donors often have several people involved in a contribution. Keep the corporate constituent and each contact separate so the team can see who influences the decision and who receives the proposal. A funding opportunity holds the ask and expected close date; case lines explain the program or capacity-building support being discussed.
Start with one corporate constituent and two contacts with different roles. Create an opportunity for a named funding ask, add case lines and record the next meeting. Prepare the proposal, qualify the opportunity and check the submission triggered by Qualified status and both operation receipts. If a pledge follows, have an independent reviewer inspect its supporting attachment before submission. Keep the first set of records small enough for the team to inspect every link and decision. Use the Relationship Overview to find open follow-ups and evidence coverage during the first operating cycle. Review expected close dates with the opportunity owner, then check pledge status separately from the opportunity outcome.
Check the next contact date with the relationship owner after each funder conversation, and keep the opportunity outcome distinct from any pledge decision.
At each sponsor handoff, compare the named decision contact with the linked account and record the next meeting as an owned follow-up.
Features to start with
Roles on the team
- Relationship Manager
- Owns constituent contact and advances assigned funding opportunities.
- Proposal Coordinator
- Prepares the funding case and submission activity for a qualified opportunity.
- Pledge Coordinator
- Records pledges and keeps their purpose and supporting material together.
- Independent Reviewer
- Decides a submitted pledge and documents the reason separately from preparation.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.