Zoho CRM

Customisable CRM for managing donors, beneficiaries, and operations at scale

Zoho CRM is a flexible CRM platform that enables nonprofits to manage relationships, workflows, and data across fundraising, programme delivery, and operations within a single system.

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Managing relationships and workflows across disconnected systems

Challenge
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Donor, beneficiary, and partner data are often stored across spreadsheets, email, and multiple tools.

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Manual processes limit visibility into engagement and programme performance.

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Scaling operations requires coordination across teams and workflows.

Solution
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Zoho CRM provides a customisable system to centralise data, automate workflows, and manage relationships across functions.

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Its value lies in flexibility and customisation. This also requires time and effort to configure the system effectively.

Key capabilities of Zoho CRM

Four core capabilities that support structured and scalable CRM workflows

Centralised contact and pipeline management

Manage donors, beneficiaries, partners, and engagement pipelines within a single system

Workflow automation and process control

Automate follow-ups, approvals, and task assignments, and define structured processes across teams

Reporting, forecasting, and analytics

Track performance through dashboards, custom reports, and forecasts across fundraising and programme activities

Integrations, customisation, and ecosystem

Connect with Zoho apps and third-party tools, and customise modules, fields, and workflows to match organisational needs

Zoho CRM in action

LIVIN: Unified Operations for Programme Delivery

LIVIN: Unified Operations for Programme Delivery

WORKFLOW AUTOMATION

Zoho One helped LIVIN centralise bookings, stakeholder records, contracts and programme workflows, improving operational visibility and efficiency across the organisation.

Read Full Case Study

Pricing for Nonprofits

Zoho CRM offers tiered pricing based on features and customisation needs, with nonprofit discounts available.

Basic or standard plans (₹800+ per user per month)

  • Core CRM features, including contacts, pipelines, and basic workflows
  • Reporting and dashboards
  • Suitable for small teams getting started

Professional plans (₹1,400+ per user per month)

  • Workflow automation and process management
  • Email intelligence and integrations
  • Enhanced reporting and operational visibility
  • Suitable for growing organisations

Advanced or enterprise plans (₹2,400+ per user per month)

  • Advanced automation and custom functions
  • Journey orchestration and territory management
  • Suitable for complex, multi-team workflows

Ultimate plans (₹2,600+ per user per month)

  • Advanced AI and machine learning capabilities
  • Data preparation and enhanced limits
  • Suitable for enterprise-scale implementations

Best suited for which nonprofits?

Organisations managing multiple workflows

Fundraising, programme delivery, partnerships, and operations

Teams needing flexibility and customisation

Where workflows differ across programmes or functions

Growing or large organisations

Requiring structured systems across teams and processes

Similar tools for NGO CRM and donor management

Salesforce Nonprofit Cloudenterprise CRM with deeper customisation
HubSpot CRMeasier to use but less flexible
Streak CRMfor Gmail, lightweight email-based CRM

Frequently Asked Questions

What does Zoho CRM actually help nonprofits manage?

It helps manage multiple workflows in one system, including donor relationships, beneficiary data, programme tracking, and internal processes.

When is Zoho CRM a better choice than simpler tools?

When organisations need to coordinate across teams and workflows, and require flexibility beyond basic tracking or email-based systems.

What is the trade-off of using Zoho CRM?

Its flexibility comes with setup and configuration effort, which may require time and internal capacity to implement effectively.

Can Zoho CRM be used for fundraising?

Yes, it can support fundraising workflows, but it typically requires custom configuration to align with organisational needs.

When should an organisation not use Zoho CRM?

When workflows are simple and can be managed through lightweight tools, or when teams are not ready to invest in setup and ongoing management.

Want to learn more?

Visit Zoho CRM

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