Features • Relationship Management (CRM)

Constituent Relationship Management

Engage your community. Grow your organization.
Charityproud's user-friendly CRM (Constituent Relationship Management) interface is designed to help nonprofits build relationships among constituents and find new opportunities to connect.

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Built for nonprofit teams

Inside Charityproud

Everything connected. Nothing overwhelming.

Constituent Profiles offer a holistic view of engagement.

  • Visual Dashboards provide an overview of giving history and interests
  • View volunteer hours, event attendance, membership history, and any other involvement with your cause
  • Schedule Touchpoints & Tasks to move donors through the cultivation process
  • Sync external email conversations directly into donor profiles
  • Link profiles together by Household or other custom Relationship Types
  • Integrate with WealthEngine or DonorSearch for external wealth screenings

One Inclusive Platform

Powerful enough to grow with you. Friendly enough to use today.

Every plan includes all features, unlimited users, updates, and individualized customer support.

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Give your mission the tools it deserves.

See how Charityproud can help your team exceed fundraising goals, simplify the work, and save money.