NONPROFIT
Fundraising and delivery in the same record
Constituent data that holds up for a funder report, without a team of administrators to maintain it.
What’s different here
A nonprofit’s “customer” is several people at once — donor, volunteer, beneficiary, member — and often the same person in more than one role. A data model built for B2B sales handles this badly, which is why household and relationship modelling matters so much here.
Reporting is also externally driven. Funders require specific evidence in specific formats on their timetable, and a system that can’t produce it creates real work at the worst moment.
Finally, budget and capacity are genuinely constrained. We prioritise ruthlessly and design for a small team, taking advantage of the Power of Us programme where it applies.
Where CRM usually breaks
- Duplicate constituents across fundraising, volunteering and service delivery.
- Grant reporting by spreadsheet, rebuilt manually each cycle.
- Recurring giving mismanaged — failed payments not chased, attrition invisible.
- Volunteer data isolated from the rest of the relationship.
- Outcome measurement absent, so impact can only be described anecdotally.
What we build
Constituent and household model · Fundraising: gifts, pledges, recurring, gift aid / tax receipting where relevant · Grant and programme management · Volunteer management · Outcome and impact measurement · Funder report templates · Payment processor integration · Donor journeys with consent handling
Common questions
NPSP or Nonprofit Cloud?
Depends on your starting point, size and roadmap. We’ll give a written recommendation with migration implications rather than a default answer.
Do you work with the Power of Us discount?
Yes — we’ll help you confirm eligibility and size licences honestly.
Can we report on outcomes, not just outputs?
Yes, if outcome definitions exist. Defining them is usually the harder half, and we can facilitate that.
Start here
Tell us what your CRM is getting wrong
Thirty minutes with a consultant, not a salesperson. You’ll leave the call with at least one thing you can fix yourself — whether or not you hire us.
Prefer email? hello@zeptglobal.com · Typical reply time: one business day