Non-Profit Organizations and CRM

Build better constituent relationships

Consolidate all your essential information into one versatile environment.  Through simple point and click customization , Microsoft Dynamics CRM is easily designed to handle donation and pledge management, volunteer tracking, marketing campaigns, as well as constituent management and case management.

Learn more about our customer - New Directions - and how they leverage Altus and CRM to deliver and track services and programs for efficiently

Know your constituents

Your service relies on support from a variety of contributors – and you need to make the most of donations and time.  You also need to keep your contributors connected and informed.  Microsoft Dynamics CRM for Non-profits has built in tools to help you nurture different types of relationships.

Automate Case Management

Gain efficiencies in coordinated health and social services with a unified view of each client across multiple programs.  You can improve case management with Microsoft Dynamics CRM by connecting a variety of systems in one centralized repository, and by automating processes.

Automate Member Management

Integrate your member management data in your assocation.  You can improve relationships with your members with Microsoft Dynamics CRM by connecting a variety of systems in one centralized repository, and by automating processes.

Integrate your CRM needs with Accounting, HR and Payroll

You can gain true integration in your business by integrating Microsoft Dynamics CRM with Altus Dynamics Financial Management, HR and Payroll suite.  You'l gain process efficiencies and advance your organization by sharing data more effectively. 

Screenshots

Dashboards - Click to expand.

Constituent Management - Click to expand.

Event Management - Click to expand.