Nonprofit Software & Services
Nonprofit CRM Software
Tell us about your project.
Unify Donor Data & Strengthen Relationships
Why Work With Orases?
Generic CRM platforms often fall short for nonprofit teams trying to manage relationships that extend beyond traditional donor pipelines. Most off-the-shelf systems aren’t built to handle the complexity of nonprofit engagement, from segment-specific workflows to tracking outcomes across multiple programs.
Orases serves as a strategic development partner, building custom nonprofit CRMs that centralize engagement, improve operational visibility, and give staff the insight they need to make smarter decisions.
Why Traditional CRMs Fail Nonprofits
Many nonprofits attempt to retrofit commercial CRMs, only to find themselves limited by features built for entirely different business models.
Too Generic For Mission-Critical Workflows
Standard CRMs often treat every contact the same, ignoring the distinct processes nonprofits need to track grants, manage volunteers, or steward multi-year donor relationships effectively.
Data Siloes & Disconnected Tools
Information often lives in different systems for events, emails, donations, or program participation; pulling everything together manually eats up staff time and increases the risk of data gaps.
Poor User Adoption
Staff often struggle to use systems that feel unintuitive or overcomplicated; when the interface doesn’t match their daily work, the CRM gets bypassed or underutilized.
Limited Reporting On Impact
Many CRMs track pipeline metrics but fail to support nonprofit-specific reporting needs like program performance, grant deliverables, or community outcomes.
Vendor Lock-In Or Rigid Pricing Models
Subscription-based CRMs frequently tie nonprofits to features they don’t use and fees that rise with contact volume, creating long-term limitations with little room for adjustment.
Key Features Of Our Custom Nonprofit CRM Software
Every CRM we build is shaped by how your teams operate and what types of relationships matter most to your mission.
360° Relationship Management
Track donors, partners, volunteers, and program participants from a single dashboard that brings together communication history, contributions, and role-based interaction records.
Custom Contact Segmentation
Group contacts dynamically based on behavior, giving history, engagement, location, or role, allowing for more precise communication and targeted campaign execution.
Workflow & Task Automation
Reduce repetitive tasks through automated triggers that assign follow-ups, create tasks, or send communications based on pre-set activity rules or user actions.
Impact & Program Reporting
Pull reports that go beyond donations, showing how relationships support outcomes across education, service delivery, or advocacy efforts, aligned with how your team defines success.
Secure Role-Based Access Control
Assign staff permissions by department, program, or function; keep sensitive data protected while giving each team member access to what they actually need.
API & Platform Integrations
Connect seamlessly to your donation systems, event tools, email marketing platforms, and finance software to keep all contact activity up to date and actionable.
The Orases Nonprofit CRM Software Development Process
We follow a phased development process designed for clarity, flexibility, and collaboration from start to finish.
Stakeholder Discovery & Journey Mapping
We begin by gathering insights from your internal teams and key stakeholders to understand how contacts are managed today, where gaps exist, and what an ideal CRM experience should look like.
Stakeholder Interviews
Engaging staff and leadership to gather CRM needs, frustrations, and goals.
Constituent Journey Mapping
Charting how donors, members, volunteers, and others interact with your organization.
Use Case Documentation
Defining how different teams will use the CRM across daily operations.
CRM Architecture Design
With your goals and user journeys clarified, we plan a scalable, flexible CRM system architecture that supports clean data, automation, and actionable insights.
Data Model Planning
Outlining relationships between contacts, donations, events, and communications.
Automation Strategy
Planning workflows for follow-ups, segmentation, and task assignments.
Reporting & Insights
Defining dashboards and reports that provide real-time, useful data.
Prototype & User Flow Testing
We create interactive prototypes of key screens and flows so your team can test and provide feedback before development begins to reduce rework and improve usability.
Interface Mockups
Designing core CRM screens like contact profiles, activity logs, and reports.
User Path Testing
Walking through real scenarios to catch friction points or missing features.
Refinement Cycles
Iterating on the design to reflect user feedback before coding starts.
CRM Development & Integration
We develop your custom CRM using secure, flexible technology and integrate it with your existing systems, from donation platforms to email tools and beyond.
Custom Feature Buildout
Developing tools like segmentation, notes, task tracking, and bulk communications.
API & Tool Integrations
Connecting your CRM with donation processors, marketing tools, and accounting systems.
Data Security & Governance
Implementing safeguards and role-based access to protect sensitive data.
Training, Launch, & Optimization
After launch, we train your team on day-to-day use, offer hands-on support, and track platform performance to make improvements over time.
Team Onboarding
Providing role-based training to help staff adopt the new system quickly.
Launch Support
Overseeing data migration, live testing, and any immediate technical needs.
Ongoing Enhancements
Reviewing user feedback and making updates to keep the CRM aligned with your goals.
Awards & Recognitions
Proof our nonprofit software continues to excel.
Our Nonprofit Software Speaks For Itself
But so do our clients.
Logan Gerber – Marketing Director at NFL Foundation
“Orases successfully built efficiencies into our prototype and delivered a high-quality platform.”
Matt Owings – President at Next Day Dumpsters
“They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.”
Donald J. Roy, Jr., CPA – Executive Vice President at American Kidney Fund
“Orases built a platform that’s boosted productivity by about 30%…”
Torey Carter-Conneen – Chief Operating Officer at American Immigration Lawyers Association
“Not only do they want to succeed, they strive to produce functionally and visually unique software.”
Frequently Asked Questions
Will this replace our donation platform or sync with it?
We can integrate with most donation systems, so you don’t need to replace anything unless you want to.
Can this system support multiple departments or programs?
Of course! Our CRMs are designed to handle complex structures, including separate teams, workflows, or contact types.
How long does the average project take?
Timelines vary based on features and integrations; most CRM projects are completed in 12 to 16 weeks.
Will our data be migrated into the new CRM?
Yes, we handle data imports and clean-up so you can start fresh without losing your history.
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