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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.

Let's Talk About What a Modern CRM Can Do
Unified Nonprofit CRM
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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

Donations, ticket sales, volunteer hours, course completions. Every touchpoint merges into one HubSpot profile. Relationships stay intact, duplicates disappear, and nightly syncs update finance tools. Clean, connected data lets staff segment in seconds instead of juggling exports.

Sync online giving, ticketing, volunteer shifts, grants, and grassroots actions into one profile
Auto-merge duplicates, keep households and organizational relationships intact
Syncs with finance, data, collections software and more to keep back-office happy
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Lifecycle Intelligence

Define stages like Prospect Patron, Grateful Patient, Alumni Champion, or Advocacy Leader and track real-time engagement scores. HubSpot alerts teams when a major donor cools or a volunteer hits 100 hours so you focus effort where it matters.

Custom stages like “Prospect Patron,” “Sustaining Donor,” “Advocate Leader,” “Alumni Ambassador”
Alerts when a major donor’s engagement drops or a volunteer hits milestone hours
See every email open, event check-in, gift, course completion, and petition signature on one timeline
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Automation - No Developers Required

Drag-and-drop workflows replace busywork. Renewal reminders stop the moment payment clears, petition signers move to donation asks, and large gifts create instant tasks for gift officers. Supporters feel timely, personal outreach while your team gains hours each week.

Smart renewal nudges that stop the second payment clears
Task queues for gift officers after a high-value pledge posts
Route inquiries by topic, language, region, or urgency—straight to the right staffer
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Custom Objects for Mission-Specific Data

Track Grant Cycles, Clinical Trials, Artwork Loans, Certification Credits, or Legislative Bills right beside contacts and deals. Point-and-click setup unlocks automation and reporting on the data that defines your mission.

Track “Grant Cycles,” “Clinical Trials,” “Artwork Loans,” “Legislative Bills,” or any dataset you need
Relate objects to donors, members, patients, or elected officials and report instantly
Replace brittle spreadsheets and one-off scripts with point-and-click configuration
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Reporting & Forecasting

Live dashboards surface revenue by fund, event ROI, volunteer hour forecasts, and petition velocity. Attribution and forecasting show where to invest next, and board-ready PDFs export in minutes instead of triggering midnight data scrambles.

Dashboards that show pipeline value by fund, program, or campaign
Forecast attendance, revenue, volunteer hours, or petition targets from historical trends
Export board-ready PDFs in minutes, without pulling midnight data marathons

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.

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Automation Flow

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