Access all the tools you need to strengthen engagement, cultivate donor relationships, and drive successful fundraising. Our powerful, cloud-based nonprofit CRM software offers comprehensive donor and relationship management, online fundraising capabilities, a member portal, and more
The more you understand your supporters, the more connected they’ll feel. Iroots CRM allows you to access all key details in one database, such as households, group involvement, volunteer preferences, birthdays, communication history, and personal notes.
Take advantage of a dynamic donor database to create comprehensive donor profiles that go beyond contact details. Track interactions, notes, important files, and giving history in one nonprofit CRM. Customize fields and tags to monitor the data that matters most to your organization.
Reach the right people at the right time with built-in marketing tools. Create unlimited lists to filter reports, personalize communications, and streamline fundraising. Build dynamic lists that automatically update based on criteria, like recent donors, event registrants, or those with outstanding pledges.
Boost team efficiency by organizing meetings, managing sign-ups, assigning tasks, and communicating with volunteers through a secure portal. Track attendance, store minutes, and access everything in one place for seamless volunteer onboarding and engagement.
Gain valuable insights into supporter journeys to enable personalized outreach, tailored gift cultivation, and comprehensive reporting for more impactful engagement.
Track donation history and growth within your nonprofit CRM to foster lasting donor relationships. Dynamic reports provide the insights and analytics you need to understand your supporters. Stay updated with notifications of key activities, making it easy to welcome new donors, re-engage lapsed supporters, and show appreciation to loyal donors during fundraising efforts.
Easily create unlimited online registration forms for public events, whether free or ticketed. Attendees are automatically recorded in your nonprofit CRM, allowing for dynamic, up-to-date lists. Track attendance, generate name tags, and streamline event coordination for fundraisers, performances, retreats, or meetings.
Receive automated suggestions to boost donor retention, based on recent activities or significant dates like birthdays or anniversaries, helping you engage supporters at the right time.
Beyond basic details like phone numbers and addresses, enhance donor profiles with birthdays, anniversaries, family connections, and more. Add notes, tags, and custom fields to track engagement and fundraising preferences.
Monitor donation history and pledges by purpose. Generate detailed reports, including donor activities and top benefactors. Track pledges and make notes for follow-up to streamline your fundraising efforts.
View all communication calls, emails, and letters within a single profile. Organize outreach by adding members to households and setting preferences for text and email marketing for a more personalized approach.
Manage and strengthen supporter relationships by logging interactions, storing relevant files, and assigning user roles to control access to information for staff and volunteers.
Track event attendance using a check-in feature. Monitor participation to gauge involvement and follow up with attendees or absentees to maintain engagement.
Efficiently manage your contact lists by importing data, handling duplicates, and verifying addresses to keep your CRM accurate and up-to-date.
Use your CRM to segment your donors based on various criteria such as donation history, engagement level, and interests. This allows you to tailor your outreach and fundraising strategies to different segments, making your appeals more relevant and effective.
Utilize the detailed donor profiles in your CRM to personalize your communication. Reference past donations, preferences, and important dates (like anniversaries or birthdays) in your messages to build stronger connections and increase donor loyalty.
Set up automated workflows in your CRM to manage follow-ups and thank-you notes. Promptly acknowledging donations and maintaining regular contact helps build lasting relationships and encourages repeat giving.
Regularly review the reports and analytics provided by your CRM to identify trends and patterns in donor behaviour. Use this data to optimize your fundraising campaigns, target high-potential donors, and adjust your strategies for maximum impact.
Monitor pledges and their fulfilment within your CRM. Implement reminders and follow-up tasks to ensure timely collection of pledged funds, and keep donors informed about the impact of their contributions to reinforce their commitment.