Best Nonprofit Software for Microsoft Outlook

CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

GiveLife365: Empowering Nonprofits with Smart CRM Solutions Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform. ✨ Why Choose GiveLife365? 💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising 🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers. 🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments. 📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards. 🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.

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.

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

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.

Schools, nonprofits and companies with social impact. All in one place. Our group organizing platform makes it easy for even the most inept of mortals. Online signups are available for school activities, corporate outreach, and volunteer activities. You can manage service clubs and sports teams without any hassles. Reminders are automatically sent... Say goodbye to those annoying reply all emails. You can organize online signups that include multiple or recurring dates and times. Think jogathons, multi-day family reunions and weekly volunteer groups. It's much easier to lead a group. You can easily organize your club/group meetings or events. You can organize simple events at a single place and at the same time. You can think of potlucks, class parties and teacher appreciation lunches. PlanHero™, your trusted partner, is here to help. We make it easier and more efficient to say yes to being a leader.

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.

All stakeholder engagement activities can be managed from one platform. Additional modules can be added to strengthen governance, environment, and social areas. Borealis' Stakeholder Engagement module gives you the tools to create more effective engagement plans, strengthen relationships with stakeholders, and align processes with industry best practice. To simplify your day, the Stakeholder Engagement module centralizes all stakeholder information and makes it easily accessible. Build stakeholder trust with a proven methodology Plan Connect engagement strategy to execution. The mapping tool in Borealis makes it easy to analyze stakeholders to prioritize the allocation of resources. Engage Communicate with stakeholders in a more relevant and timely manner. Borealis uses AI-driven machine learning to keep records clean and up-to-date. Measure Prove compliance with ever-evolving standards. Borealis lets you easily track and progress, generate reports and documentation, and demonstrate the impacts of your efforts.

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more. We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform. Our platform caters to all levels of tech-savvy because we’ve been there. We know your time is better spent on your mission, not learning a complicated new tool. Board management software doesn’t have to be complicated to be powerful. Our solution is ready to use, right out of the box.

Charitylog is a cloud-based CRM used by around 1000 charities all across the UK, covering a wide range of services and requirements. It has been designed specifically for charities and other service providers and is supported by people personally committed to the third sector. All data is stored securely in the UK, and there's a dedicated in-house support team you can contact for the price of a local call. Reporting with Charitylog is a revellation - you can run reports easily on everything from outcomes to KPIs, pin them to your dashboard, save criteria for reports you run regularly, and more. What's more, our powerful reports will drill down into specific demographic detail if you need it. Our affordable pricing model is not based on user licenses but on income – so volunteers, counsellors and others who may only need to log in occasionally can still use the system. Let us take care of the admin, so you can spend more time doing what you do best. Find out more or request a free demo by calling 01989 763691

CharityEngine CRM simplifies the complicated world of online fundraising. Our nonprofit CRM makes fundraising easy. The intuitive design allows nonprofits to manage their online donations. Our CRM makes it easy to create branded online forms, secure, PCI-certified payments processing, and automated donor thank you emails. We even make it possible to set up gift matching. The latest in CRM technology for nonprofits will show your donors that you care.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

OurGov is a software platform that allows businesses, non-profits, legislators and trade associations to work more efficiently. OurGov's goal is to save time and money for all those involved in Wisconsin's legislative process. We support: Email notifications regarding bill activity related to subject areas (tags), bill topics, or committees that you subscribe to. Logging hours and time spent lobbying for easy sending to the Wisconsin Ethics Commission Calendar syncing automatically pushes public meetings from bills you care deeply to your calendar. Side-by-side companion bill comparison. Email functionality for legislators and lobbying principals. Based on their sponsorship history, quickly assess which legislators are most likely to support a proposed legislation. A customizable home feed that displays only the legislation you are interested in ... and so much more

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.

Nonprofit and political groups significantly reduce their daily workload with Argenta's automated software, which efficiently manages supporter tracking, membership oversight, event ticket sales, donation processing, volunteer coordination, and a variety of additional tasks! With all the modules provided, you can focus on what truly matters to your mission! Argenta streamlines your entire operational process, facilitates online payment acceptance, and enhances your ability to connect with your constituents. All functionalities are encompassed in your subscription fee—no hidden costs involved. If you require greater customization, we have you covered. Our API integration seamlessly connects with most widely-used software platforms, and our dedicated development team is on standby to support any specific customization requests you may have. Plus, with Argenta, you can optimize your organization's efficiency and effectiveness, ensuring you achieve your goals more swiftly than ever before.

MIDAS is a powerful and easy-to-use room booking system that gives you complete control over your bookings and resource scheduling. It is trusted by businesses of all sizes and shapes around the globe. The software can be accessed via any web browser on your desktop, laptop or tablet. It allows you to see in a glance when room bookings have been scheduled in the calendar. You can also schedule staff and equipment, send reminders, invoices, booking confirmations, and invoices to clients. You can also take bookings through your public website and eliminate double bookings. Your MIDAS booking system can be accessed from anywhere you are using a modern web browser. You can access your room booking system from anywhere, whether you are at work, home, or on the go.

Transform your organizational processes with SmartSimple Cloud, an adaptable digital solution that simplifies complex operations—from grant distribution and scientific research administration to government programs and corporate giving initiatives. This comprehensive platform empowers global organizations with sophisticated data management capabilities, real-time collaborative features, and strategic analytics, all secured within a customizable framework that grows with your enterprise.

At Beacon, we hold the conviction that charitable organizations should have access to exceptional software that is not only user-friendly but also adaptable and aesthetically pleasing. Our charity CRM represents a revolutionary approach, utilizing cutting-edge technology and design standards to streamline the management of your organization. You will truly appreciate the ease it brings to interactions with donors, fundraisers, and other stakeholders. Consolidate all pertinent information related to your marketing initiatives, while also managing applications, monitoring availability, skills, and DBS details effortlessly. Additionally, you can effectively oversee significant contributions and nurture relationships with involved individuals. Wave farewell to cumbersome spreadsheets and outdated systems, and welcome a contemporary charity CRM where all essential data is housed securely in a single database. Recognizing that each organization has unique needs, you can customize record types and fields to align perfectly with your requirements. Work collaboratively with your teammates in a secure dashboard that updates in real-time, enhancing productivity and teamwork across your organization.

Our exclusive 24-step information gathering methodology combines advanced technology with human oversight to consistently pinpoint the key decision-makers and influencers that matter most to you, making them easily accessible. With the ability to explore organizational structures up to 16 layers deep, you can eliminate uncertainty and focus immediately on cultivating meaningful connections with the right individuals. This is the only service available that links congressional staff to legislative actions, allowing you to stay informed about who is handling essential tasks and to adjust quickly when personnel changes occur. We have established an extensive network of thousands of reliable government contributors who supply us with insights about pivotal figures within their agencies, information that is not found elsewhere. More government institutions rely on and utilize our data than any other service provider in the field. Your internal stakeholders will gain access to the essential contacts they require, significantly reducing the time spent on unproductive searches. Furthermore, our data seamlessly integrates into your existing CRM systems, enhancing your operational efficiency. This innovative approach ensures you remain ahead in navigating the complexities of government relations.

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.

Virtuous is the only responsive fundraising platform that enables nonprofits to build stronger donor relationships and increase their impact with confidence. Virtuous can help you unify and empower your team to achieve your goals. The world in which you fundraise has changed. Virtuous is your growth partner in the new normal. We unify your fundraising, marketing and donor development activities, eliminate redundant back-office tasks, provide insights and signals, and help you deliver dynamic donor experiences at scale. All the features you would expect from a solid CRM, plus data insights that will help you build deeper donor relationships. Email marketing, mail segmentation and campaign tools are all part of a robust CRM that increases engagement. Data-driven donor insights powered from wealth, social media engagement, location, and any other data to help listen to constituents at large.

Move the Chain serves as a comprehensive platform for employee engagement and social impact, aimed at empowering organizations to bolster their culture, enhance communication, and boost workforce involvement through a gamified approach to teamwork and community-based experiences. By consolidating various employee engagement tools into one accessible environment, it allows companies to improve productivity, capture employee feedback, and foster valuable interactions. The platform features options like Leader Connect for facilitating company updates and engagement, Communities and Employee Resource Groups (ERGs) to nurture a sense of belonging, and an extensive event management system that accommodates in-person, virtual, and charitable activities, all enriched with social feeds and leaderboards. Additionally, it offers an integrated corporate social responsibility module that connects organizations with vetted nonprofits, volunteering opportunities, and automated donation matching, streamlining their charitable efforts to promote a culture of giving. This multifaceted approach not only enhances employee satisfaction but also cultivates a stronger community and drives organizational success.