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Insightly survey of non-profits finds CRM helps solve donor management challenges

News Editor | Feb 28, 2017 62 views No Comments

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Ninety percent of respondents report return on investment in one year or less

SAN FRANCISCO – February 28, 2017 – Non-profit professionals depend on customer relationship management (CRM) to help them manage donors, streamline processes and increase productivity, according to a survey released today by Insightly, a leading online CRM for small and growing businesses. After surveying 248 non-profit professionals, the company found non-profits trust Insightly CRM to maximize resources in a sector where tight budgets and small teams compel organizations to make the most of every investment.

Survey participants said CRM takes them out of the old school and into the new, replacing spreadsheets or even pen-and-paper processes with an intuitive solution for identifying opportunities to increase donor commitment and lock in sustaining, repeat donations, among other goals. The survey, conducted through TechValidate, also found:

  • Ninety percent of non-profits reported a full return on investment (ROI) within one year;
  • After deploying CRM, 61 percent of non-profits reported improved efficiency; and
  • More than one-third reported higher productivity related to the critical task of measuring donor contributions.

“My CRM solution is part of all aspects of my life. I now use it for my business, my association work and my personal life. It keeps me productive and focused,” said Fran Davis, owner and founder of the non-profit organization The Flavorful Fork LLC. “I love the Insightly Google Mail integrations for adding prospective customers. My day-to-day workflow has greatly improved.”

Prior to implementing CRM, 71 percent of respondents struggled to organize information related to donor management, their No. 1 pain point, according to the survey. Donor management was named by 43 percent of respondents as the most helpful feature for communicating with donors, sponsors and suppliers. Customized reporting (32 percent), application integration (28 percent), file-sharing (28 percent) and integrated project management (26 percent) also were noted as valuable features. Nearly one-third of survey respondents said they now use CRM every day; nearly 80 percent reported using CRM at least weekly.



“Non-profits are committed to initiating, nurturing and growing relationships with those they serve and with those who support their missions, but they often do so with limited teams,” said Anthony Smith, founder and CEO of Insightly. “Our CRM helps them make the most of their resources, increase donations and give back more.”

For more information about the survey and how Insightly helps non-profits with their workflow productivity, download our ebook here.

About Insightly

With more than 1.2 million customers in more than 200 countries, Insightly provides customer relationship management software to businesses of all sizes worldwide. Organizations leverage Insightly’s cloud-based application to manage customer interactions, leads, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco. For more information, visit http://www.insightly.com or follow Insightly on Facebook: https://www.facebook.com/Insightly/.

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