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Constituent Relationship Management for Modern Missions

Picture this: a donor pledges online, an alum registers for Homecoming, an activist signs your petition, a family buys tickets… and it all feeds the same record, ready to trigger automations organization-wide. Thank-yous, tags, journeys, and upgrades fire before staff touch a spreadsheet.

That’s the power of a unified constituent relationship management platform built on HubSpot, the world-leading CRM.

How We Make HubSpot Your Nonprofit Command Center

You need more than a generic CRM. You need a platform that speaks nonprofit. By reshaping HubSpot’s data model, automation, and reporting around your workflows, we give your team one intelligent backbone where donor histories stay clean, journeys run themselves, and dashboards tell you exactly where to focus next.

 

  • Unified Records CaretRight modules
  • Lifecycle Intelligence CaretRight modules
  • Automation - No Developers Required CaretRight modules
  • Custom Objects for Mission-Specific Data CaretRight modules
  • Reporting & Forecasting CaretRight modules
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Unified Records

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Lifecycle Intelligence

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Automation - No Developers Required

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Custom Objects for Mission-Specific Data

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Reporting & Forecasting

Why Build on HubSpot?

A modern constituent journey spans email, social, events, giving, and more, but most platforms still silo those touchpoints. HubSpot’s all-in-one architecture bridges every channel and team, letting you design supporter experiences end-to-end without juggling vendors or custom code.

What Nonprofits Need How HubSpot Delivers
A single source of truth
Donations, events, forms, ticketing, volunteer hours
Standard and custom objects keep every touchpoint in one place, while real-time de-duping keeps records clean
Automation teams can own
Renewals, appeals, onboarding, and more
Visual workflows make if-this-then-that logic drag-and-drop simple
Reporting that wins funding
Live dashboards for revenue, engagement, pipeline
Drag-and-drop reports, attribution, and forecasting turn raw activity into board-ready insights
Room to grow
New programs, integrations, data types
1,000+ App Marketplace, open API, and flexible schema scale as you do

Level Up Your Constituent Relationship Management

We’ll show you what a next-gen CRM looks like for nonprofits.

From First Click to Lifelong Supporter. Automated

  • Trigger: Person signs an online petition.

  • Tag: Added as “Advocacy New.”

  • Nurture: 3-email series educates on the issue.

  • Action: Second email asks for $10 pledge.

  • Upgrade: Donors are moved into monthly-giving invite.

  • Alert: Gift officers pinged for $100+ first gifts.

Zero coding. Pure drag-and-drop.

Automation Flow

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