Best Nonprofit Software for Microsoft 365

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Transformify (TFY): Hire Globally, Pay Instantly, Stay Compliant Hiring internationally? Managing independent contractors across the globe? We’ve got you covered. Transformify (TFY) brings global hiring, compliance, and contractor payments together in one smart platform, no tool juggling required. Talent acquisition is a breeze with TFY’s AI-powered ATS. Need ChatGPT-assisted job descriptions? Done. Want AI-driven candidate matching and predictive hiring insights? You can bet on it. Found the right hire? Onboard them in one click. Identity verification, contract, e-signature, all-in-one. Worried about compliance? Don’t be. TFY’s Contractor of Record (AOR) service mitigates independent contractor misclassification risks, so you can hire globally with confidence. Pay contractors in 184 countries via Revolut, Payoneer, PayPal, Venmo, local bank transfers, cards, SWIFT, SEPA, 28+ cryptocurrencies and more. One platform. Less friction. 🏆 Winner of the 2025 British Recruitment Award & GBEA.

CitizenOne serves as a robust, cloud-based platform for Case Management and Scheduling, specifically designed to cater to the needs of social care organizations, healthcare providers, therapists, psychologists, and consultants. This comprehensive system integrates structured documentation for cases, client journals, appointment management, and workforce scheduling into one seamless solution. Whether overseeing intricate care operations or managing a private practice, CitizenOne streamlines administrative processes and enhances everyday workflows. With this platform, users can efficiently manage their clients, schedule appointments, maintain documentation, plan shifts, track time, and facilitate internal communication all from one location. Additionally, it adheres to working time regulations and guarantees compliance with GDPR standards for data management. By utilizing CitizenOne, organizations and individual practitioners can significantly diminish their administrative burden, foster enhanced transparency, and ultimately achieve improved outcomes for their clients. This platform not only aims to simplify operations but also to empower users in delivering quality care.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Create and scale your organization’s purpose-driven culture. Selflessly provides all-in-one software and actionable data for your workforce. Donate, volunteer, match and create community impact – together. Our software gives HR leaders everything they need to create a program and engage their employees. Volunteering and giving selflessly can help HR leaders easily engage their employees by supporting causes they care about. Surveys show that employees want to volunteer and give back as a team. We want to show our company's values to the world. Our software provides everything an HR leader needs to create the program and engage their employees. At Selflessly, we partner with great companies, platforms, and people to provide even better services. Selflessly is Indiana’s first dual Certified B Corp and Domestic Benefit Corporation. From Corporate Giving & Corporate Volunteering & Corporate Donating to Company Matching Donations, Group Volunteer Events, & Corporate Grant Management, we help with CSR and Philanthropy in a simple to use software.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Smarter, more affordable, all in one charity and not-for-profit platform. Software for fundraising and management that is simple yet powerful for any charity, group, or club. Get the best value software for your charity and not-for profit organization, and you will get the best results. Vega's management software for charities and charity software.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

Reward, Retain, and Reward Volunteers. This will increase engagement and create amazing opportunities to support your cause or put on events that are game-changing. Rosterfy is a highly-rated volunteer management software platform for charities, non-profit organisations, sports institutions, and local government institutions. We have created a platform that will reduce admin time, streamline communication with simple automated email and SMS messages, and give you a complete overview of your operation. Its flexibility and ability to scale with your business goals is what makes it stand out. Rosterfy connects communities with causes that matter all over the globe, from Sydney to London to Las Vegas, Singapore to London and Singapore to Sydney.

Introducing DonorDock, the ultimate CRM solution for nonprofits. Simplify your fundraising efforts with our intuitive interface. Easily manage donors, track interactions, and drive sustainable growth. Say farewell to scattered spreadsheets and tedious data entry. DonorDock centralizes donor information for effortless management. Engage donors with personalized communication tools. Craft targeted emails, schedule automated campaigns, and send customized thank-you notes. Gain insights with advanced analytics. Track performance, monitor donor retention, and make data-driven decisions. Your data is also secure with top-notch measures. DonorDock seamlessly integrates with QuickBooks and Mailchimp, enhancing productivity. Join our nonprofit community and experience the transformative power of DonorDock. Our dedicated support team is here to assist you. Elevate fundraising and create impact with DonorDock – the CRM designed for nonprofits.

Sparkrock has been helping social benefit organizations use technology for over 15 years to improve the quality life of the people, families and communities they serve. We offer software for non-profits, human service organizations, and K12 school boards. Our services include payroll, finance, workforce management, payroll, and employee scheduling software. Our all-in-one solution, built on the Microsoft platform, is seamless and integrated for a seamless experience. Our software reduces administrative burden and reduces risk from multiple disparate systems. It also makes it easy to create the reporting required for government and funders. Sparkrock is driven by the impact our customers have on the world. This drives us to come to work every morning. Our team is passionate about helping our customers become heroes for those they serve.

akoyaGO offers the premier software solution designed to optimize efficiencies and maximize impact. Improve fundraising with donor segmentation and development. Increase efficiency with automated grantmaking. Manage relationships with our robust CRM. Guarantee compliance and accuracy with comprehensive fund accounting...all delivered in one single solution. ALL-INCLUSIVE Fully integrated end-to-end platform, from relationship management to fund accounting. CUSTOMIZABLE Configurable technology to accommodate the unique needs of your foundation. Because, once you’ve met one foundation, you’ve met one foundation. INDUSTRY EXPERTS Team rich in foundation as well as software expertise for best-in-class support. DASHBOARDS Access and visibility to data in real-time. POWERED BY MICROSOFT 365 Utilizes tools already familiar with including Excel, SharePoint, and Outlook. MOBILE FRIENDLY Access to your data; whenever and wherever. AUTOMATED WORKFLOWS Streamlines day-to-day workflow, minimizing touchpoints and processes. CLOUD BASED Hosted on Azure for reliability and security. EASE OF USE Functionality designed by foundations for foundations. UNLIMITED USERS One solution.

Church.tech is an innovative software solution powered by AI, crafted to allow church staff to allocate more time towards community engagement rather than grappling with technological challenges, by streamlining and automating critical ministry functions. This platform boasts a comprehensive suite of AI-driven tools that significantly reduce the time invested in sermon crafting, discipleship planning, small group resources, church communications, and video production. Users can effortlessly generate AI-generated sermon transcripts, concise and detailed summaries, and chapter descriptions for YouTube, in addition to creating engaging social media snippets suitable for platforms like TikTok, Reels, and Shorts directly from their sermons. The Playground feature empowers ministry teams to produce a diverse array of content from a single sermon, encompassing marketing strategies, devotional materials, and thought-provoking discussion questions. Church.tech also equips users with the capability to customize AI outputs to reflect their church's distinctive voice, all without the need for technical skills, enabling the creation of captivating content such as small group guides, devotional resources, and visually appealing sermon slides. In doing so, it not only boosts productivity but also enhances the overall effectiveness of church outreach efforts.

Annex Cloud offers enterprise-ready loyalty solutions that meet ever-changing consumer expectations. Loyalty Experience Platform is a combination of best-in-class loyalty program management capabilities and powerful engagement modules. It allows you to seamlessly connect, engage, and grow your customer relations at scale using loyalty SaaS solutions. Engaging experiences can be created to build loyalty and advocate; your brand will always be top of mind. Customers will respond to you in a humane way. You can encourage behaviors, personalize messages, and gamify your interactions. Loyalty Experience Platform allows you to track, ingest, and deliver messages at every touchpoint of your customers' journey. All the components that you need to create memorable customer experiences. We cover everything from social media integrations to SMS, email, and print.

Utilizing the right tools can significantly reduce the time and resources required to manage your sponsors and donors. Our goal is to assist you in working more intelligently and enhancing your operational efficiency. By nurturing your connections with sponsors and donors, you can elevate your fundraising efforts. Introducing a fully adaptable platform for managing sponsorship programs that accommodates an unlimited number of records. With REACH, you have the capability to design, oversee, and expand your sponsorship initiatives seamlessly. This comprehensive management solution has been developed in collaboration with non-profit organizations like yours. Through REACH, your organization can establish and oversee sponsorship programs of any magnitude. Tailor your program choices, share impactful stories, and foster connections with your donors, enabling you to support a diverse range of individuals including children, orphans, teachers, classrooms, women, indigenous communities, elders, missionaries, church planters, pastors, and more. Empower your mission with the right tools and watch your impact grow exponentially.

Fluxx Grantmaker is built uniquely for philanthropists by philanthropists. We understand you painpoints and challenges because most of us have been in your shoes and our system was built for one purpose only: help you better manage your grants so you can create even more impact. With Grantmaker you will be able to cut significant grant admin work by creating the workflows that meet your specific needs and compliance requirements with unlimited branches and variations, automating notifications, reminders even some validation steps, automatically creating grant agreements and amendments and more. Our unique interface lets you choose what to surface so each user only the information they need, whether it is a list of actions for a grant admin, an application to approve for a reviewer, documents to provide for a grantee or an overview of grant activities for an executive, creating efficiency and transparency across the organization. Get connected with your peers in the Fluxx community! A vibrant and growing network of hundreds of grant professionals who share tips, tricks best practices and innovative ideas.

Grow your bottom line while strengthening your community bonds. Our powerful but simple enterprise association management system provides all the tools, analytics and actionable insights that you need to accelerate your mission. We make it easy to serve those who are most important to your mission. With powerful enterprise CRM, marketing, communication, and analytics tools, you can finally have a unified platform that helps you drive member acquisition and engagement. ThreeSixty is a specialist in connecting members with each other and your services. It's the simplest way to get a complete 360-degree picture of your members, their behavior and transactions, across all channels. Don't worry - our signature flexibility can accommodate everything from simple to complex membership structure - and anything in between.

The necessity for contactless and secure fundraising has become increasingly apparent in today's landscape. Most donors weigh three critical factors when deciding to contribute: their personal safety, the protection of their online data with privacy measures, and the experience of a contactless transaction. Unfortunately, many fundraising platforms fail to adequately address all these elements, which can lead to missed opportunities among the largest group of potential donors. XcooBee stands out as a comprehensive fundraising solution that effectively tackles these concerns while offering offline, online, web, email, social, and multilingual fundraising options, all without any additional fees. You can launch your fundraising efforts in less than an hour, and our ready-to-use platform guarantees efficient and secure conversion of donors through paper, web, or social media channels. Each interaction with XcooBee is conducted in a completely safe and contactless manner on devices owned by the users, eliminating the need for shared equipment or contact with kiosks. It’s essential to recognize that every additional step added to a donor's journey can lead to a significant decrease in the likelihood of completing their donation, with a drop of over 40%. Therefore, adopting a seamless process is crucial for maximizing contributions.

Percent Pledge designs custom social impact initiatives that enable businesses and their workforce to support and engage with the reputable charities that resonate with them the most. By simplifying the donation process, companies can enhance employee involvement and retention through a personalized workplace giving strategy. Our platform not only streamlines philanthropic efforts but also allows organizations to assess their overall impact securely. It’s user-friendly for employees while being straightforward for management. Research indicates that employees are eager to volunteer, and such programs significantly boost morale and reduce turnover. Our comprehensive volunteering platform, combined with dedicated support services, ensures that your volunteer initiatives are more accessible for staff, thereby maximizing impact with minimal effort required from your organization. You can track and communicate your influence at both the individual and corporate levels. Alongside real-time analytic dashboards, our tailored impact reports provide valuable insights and compelling narratives that drive employee engagement and enhance cause marketing efforts. This holistic approach ultimately fosters a more engaged workplace culture.

GrantVantage offers project managers a comprehensive overview of all aspects related to grants, contracts, sub-awards, goals, performance metrics, activities, and personnel assignments. With our interactive dashboards, you can access all financial and performance summary data conveniently in one location. We firmly believe that the GrantVantage solution will transform your approach to managing grants and contracts; if your organization does not experience significant value within 30 days of implementation, we will refund your user fees without any hassle! Right out of the box, GrantVantage equips grant and program managers with the tools necessary to monitor, manage, and execute grants, contracts, and projects involving multiple funders. Designed by experts in grant management, GrantVantage streamlines tedious administrative tasks and presents users with an intuitive workflow for gathering essential information. The system also standardizes the grant management procedure for quicker and easier user adoption while ensuring seamless integration with SharePoint and Outlook. With these features, GrantVantage not only simplifies grant management but also enhances collaborative efforts within teams.

The cornerstone of your new residence is grounded in the Common Data Model for Nonprofits (CDM), a transformative force in nonprofit technology. Envision it as a shared dialect tailored for the nonprofit sector; when paired with the Dataverse, which serves as the data conduit within Microsoft Cloud for Nonprofit, it allows organizations to operate within a cohesive environment where every aspect of their operations on the CDM can seamlessly communicate, eliminating data silos. By integrating various data sources from throughout the organization, the cloud empowers nonprofits to harness the full potential of their data, thereby enhancing mission effectiveness. This cloud service designed specifically for nonprofits expedites the realization of value by leveraging the capabilities of Microsoft Azure, Microsoft Power Platform, Microsoft 365, Microsoft Dynamics 365, and LinkedIn. All these elements are unified by the CDM, constructed on a foundation of security and compliance. Furthermore, this integrated approach not only streamlines processes but also fosters collaboration and innovation within the nonprofit landscape.