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- Nonprofits CRM
- Process
- Constituent context and follow-up
Constituent context and follow-up
Start with the constituent and keep the next contact tied to a funding opportunity. The team should begin with a real constituent, follow the named records and inspect the resulting evidence after each action. Keep the owner of each step visible so a status change does not hide who made the decision.
Step by step
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Constituent context Relationship Manager
Relationship Manager checks the constituent, segment, status and operating organization. Add a linked contact whose role in the decision is known.
- Keep funder identity and contact context together
- Updates Constituents, Contacts, Organizations
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Opportunity intake Relationship Manager
Relationship Manager creates the opportunity for the constituent, records the expected close date and value, and assigns its owner.
- Connect the ask to its owner and constituent
- Updates Funding opportunities
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Follow-up Relationship Manager
Relationship Manager adds a call, meeting, email or task with a subject and due date. Complete it with an outcome when the conversation happens.
- Record the next action and its result
- Updates Constituent follow ups
Who does what
Roles and permissions- These roles divide preparation, action and review for this process.
- Admin
- Sets access to match the team’s assignments and confirms it on a real case.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.