Synergy Connect

CRM platform for managing donor, fundraising, and programme data for nonprofits

Synergy Connect is a nonprofit-focused CRM designed for organisations to manage donors, fundraising, and programme data within a single system. It is built for ease of use and typically requires less setup compared to enterprise CRM platforms.

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Managing donor, fundraising, and programme data across systems

Challenge
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fragmented data across systems

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manual tracking and coordination

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limited visibility into donor engagement and programme performance

Solution
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Tools like Synergy Connect help organisations centralise donor, fundraising, and programme data within a single platform.

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This enables more structured tracking of activities, improves coordination across teams, and reduces reliance on manual processes.

Key capabilities of Synergy Connect

Donor and relationship management

Maintain records of donors, partners, and stakeholders, along with interaction history.

Fundraising management

Track donations, campaigns, and donor engagement across programmes.

Programme tracking

Manage programme data, beneficiaries, and activities within a central system.

Workflow and activity tracking

Track tasks, follow-ups, and internal processes across teams.

Reporting and dashboards

Generate reports and dashboards for fundraising and programme performance.

Synergy Connect in action

SNEHA (Society for Nutrition, Education and Health Action)

SNEHA (Society for Nutrition, Education and Health Action)

Programme Data Management

Used Synergy Connect to digitise programme and beneficiary data, improving reporting and reducing manual processes.

Read Full Case Study
CIF (Collectives for Integrated Livelihood Initiatives Foundation)

CIF (Collectives for Integrated Livelihood Initiatives Foundation)

Community Programme Tracking

Used Synergy Connect to manage programme data and monitor activities across multiple initiatives. This supports better tracking, reporting, and coordination across teams.

Read Full Case Study

Pricing for Nonprofits

Pricing is not publicly disclosed and is typically customised based on organisational requirements and implementation scope.

Likely model

  • Subscription-based pricing
  • May include onboarding and setup support

Additional considerations

  • implementation and configuration effort
  • customisation requirements
  • ongoing support

Best suited for

Small to mid-sized nonprofits

India-based organisations

Teams needing a simple, ready-to-use CRM

Organisations with limited technical capacity

Frequently Asked Questions

What is Synergy Connect used for?

It is used to manage donor relationships, fundraising activities, and programme data within a single system.

Is it suitable for small nonprofits?

Yes, it is designed for ease of use and typically requires less setup than enterprise CRM platforms.

Does it support complex workflows?

It supports structured workflows, but may be limited compared to highly customisable platforms like Salesforce.

How does it compare to Salesforce?

Synergy Connect is simpler and easier to implement, while Salesforce offers greater flexibility and scalability.

Want to learn more?

The information provided here is created as a community resource and is not intended as professional advice or a recommendation by ILSS or Koita Foundation. While we strive to ensure the accuracy of the content, we do not take responsibility for any errors or omissions. Users should use their own discretion before making any decisions based on this information. ILSS or Koita Foundation assume no liability for any actions taken based on the information provided.