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r.Relationship CRM

RELATIONSHIP CRM FOR SMALL NONPROFITS

Fundraising follow-through, without losing the human connection.

Give a 1–3 person nonprofit team one clear place for donors, gifts, pledges, campaigns, acknowledgments and the next conversation that matters.

Apply for nonprofit access See the donor journey
  • $29/month per organization
  • Up to 3 active users
  • Guided nonprofit setup
Community WorksFundraising

THIS WEEK’S STEWARDSHIP

Make the next thank-you easy to see.

4Acknowledgments
3Open pledges
7Follow-ups
JD
Jordan DonorSpring campaign · acknowledgment due
Today
MB
Morgan Board MemberIntroduced two community partners
Next step
Stewardship sequenceGift → Thank-you → Follow-up

Illustrative workflow · fictional sample records

Built for lean, mission-driven teamsExecutive directorsDevelopment staffProgram leadsBoard volunteers

ONE CONNECTED DONOR JOURNEY

From first conversation to lasting stewardship.

Fundraising is most effective when the gift record and the relationship history stay together.

01

Add the relationship

Keep donors, volunteers, board members, sponsors and community partners in one connected record.

02

Record the commitment

Track gifts and pledges by campaign and fund, with the relationship history close at hand.

03

Complete the acknowledgment

See what is still pending, prepare a personal message and record the completed acknowledgment.

04

Keep stewardship moving

Create the next task, review lapsed donors and return to every important relationship at the right time.

ENOUGH STRUCTURE TO STAY CONSISTENT

Run the relationships behind your mission—not another complicated system.

A complete relationship picture

Connect each person to organizations, projects, campaigns, meetings, notes and the people they know.

Fundraising without a separate silo

Record gifts, pledges, funds and campaigns alongside the conversations that make stewardship personal.

Review-before-send communication

Prepare donor acknowledgments and follow-ups while keeping a person in control of every individual send.

A clear daily rhythm

Bring today’s follow-ups, meeting actions and fundraising work into one practical view for a small team.

Workspace-level protection

Use roles, workspace separation, audit history, exports and recovery snapshots to support responsible operations.

Intelligence only when you want it

The CRM works on its own. Add Relationship Compass later for selected workspaces that need deeper analysis.

A PRACTICAL START, NOT A BLANK SCREEN

Set up around nonprofit work from day one.

Choose the nonprofit setup to add useful categories and a donor journey without changing existing records. Start with a test donor, confirm the workflow, then bring in the information your team actually needs.

Review the setup guide
  1. 1
    Choose Nonprofit

    Add donor, volunteer, board member, sponsor, partner and participant categories.

  2. 2
    Test one complete journey

    Add a donor, record a gift, complete an acknowledgment and schedule stewardship.

  3. 3
    Import with care

    Map useful contact and organization information, review access and avoid restricted sensitive data.

NONPROFIT PLAN

$29/month
per organization

For an eligible nonprofit with up to three active users and one workspace.

  • Nonprofit setup and fundraising workspace
  • People, organizations, projects, tasks and campaigns
  • Gifts, pledges, acknowledgments and lapsed-donor review
  • Standard email, calendar and meeting connections
  • 150 anticipated monthly AI text credits*
Apply for nonprofit access

CLEAR BOUNDARIES

Your relationship system of record—not your payment processor.

Relationship CRM records fundraising activity and follow-through. It does not process donations, determine tax deductibility or issue tax receipts. Keep your payment processor and accounting system for financial transactions and official reporting.

IncludedRelationship context, fundraising activity, tasks, acknowledgments and exports.
Optional laterRelationship Compass intelligence, additional users, workspaces and capacity.
Separate systemsDonation processing, accounting, tax receipts and restricted clinical information.

*AI credit accounting is anticipated and will be confirmed in your written agreement. Billing starts only after an agreement is reviewed and accepted.

COMMON QUESTIONS

What a small nonprofit should know.

Do we need Relationship Compass?

No. Relationship CRM and its nonprofit fundraising tools work independently. Relationship Compass is an optional intelligence layer that can be considered later for selected workspaces.

Can we bring in our existing contacts?

Yes. Use the guided import process to map relevant people and organization information, review duplicates and validate the first records before a larger import.

Can volunteers or board members use it?

The nonprofit plan supports up to three active users, including the owner. Access should be assigned according to each person’s role and the information they need.

Does it send tax receipts or accept donations?

No. The CRM can track an acknowledgment as completed, but donation processing, tax deductibility decisions and official tax receipts remain in your approved financial systems.

Is this ready for protected health information?

No. Do not place patient information, protected health information, passwords or other restricted sensitive records in the CRM.

KEEP THE MISSION MOVING

Every supporter deserves a thoughtful next step.

Tell us how your nonprofit manages donors and follow-through today. We’ll help you decide whether the pilot is a good fit.

Submit an access application Already have an account? Sign in