The CRM, in your words
Choosing the Nonprofit preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Tuned to how you actually work
The Nonprofit preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
Run a moves-management pipeline from identification to stewardship, so you always see who's ready for the next ask.
Track pledges and gifts received as real pipeline stages — no custom report to see what's committed.
Keep donors, volunteers, board members, and grant funders in one relationship graph.
What ships with the Nonprofits & fundraising pack
These are generated from the pack itself, so this page cannot claim something the product does not install.
Custom objects
- Donation
- Grant
Deal pipeline
- identification
- cultivation
- solicitation
- pledged
- gift received
- stewardship
- Automations
- 3
- Guides
- 7
- Templates
- 12
- Question sets
- 6
Automations
Guides
Templates
Question sets
Nonprofits & fundraising questions, answered.
Yes — GENECRM ships a Nonprofit preset that relabels contacts, stages, and the pipeline to Nonprofits & fundraising vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Nonprofit seeds the contact kinds your world uses — Donor, Prospect, Volunteer, Beneficiary — and relabels every lead and pipeline stage to match, so the CRM fits on day one with no setup project.
Leads move Identification → Qualification → Cultivation → Solicitation → Stewardship, and once qualified they run as opportunities through Prospect → Cultivation → Solicitation → Pledged → Gift received. Every stage is visible on the board and reportable out of the box.
No — every label, stage, and pipeline is editable. Rename fields, reorder stages, add custom objects, or start from the neutral core and build your own vocabulary from scratch.
Yes. Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
Yes — switch presets any time in Settings as your business changes. Labels, stages, and playbooks update instantly across the whole app, and nothing you've already entered is lost.