Judi Sohn

JULY 21, 2013

Right around the time I started at KELL Partners last year, I helped our team implement Smartsheet as our main tool for keeping track of timelines, requirements and deliverables with clients and internal projects. Why aren’t you just using Google Docs?” Templates – Any sheet can be saved as a template.

Project 203

Project Management Doc Online 203

Bloomerang

DECEMBER 19, 2023

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. Now let’s look at Excel , which a lot of nonprofits initially use to track their data. Nonprofits can use this software to track fundraising campaign progress or assign roles within a larger project.

Software 85

Software Free Tools Adobe 85

Whole Whale

FEBRUARY 2, 2023

Here are the best examples, templates, and tips about the nonprofit RFP process. Scroll down to find RFP templates and examples. We recommend creating an excel doc to track the bids and give grades across desired criteria for each vendor. Technical Requirements : Integrations with existing databases, systems, and CRMs.

Guide 59

Guide Proposal PDF Hints 59

Zen and the Art of Nonprofit Technology

JANUARY 14, 2009

And because of this, it makes sense that integration of these two is something that is a need to be filled. First, the what – what to integrate? Another purpose is for membership lists, or group lists, or perhaps live tracking of donations from a specific campaign. The old fashioned form of integration. Integration.

Integration 100

Integration API Drupal Open Source 100

Kindful

MARCH 16, 2021

It also keeps you organized by reducing data redundancy, tracking donor activity, and providing automatic reports. Though it’s not as ideal as investing in an integrated software solution, these options will certainly help you get by until you can invest in one. Kindful CRM Integration: No. Our only caveat? Salesforce.

Software 52

Software Free Paypal Google 52

NTEN

MARCH 30, 2011

Dropbox also tracks versions of documents across the team. Dropbox sits nicely between formal, full featured project communications tools such as Basecamp (which we also use), Central Desktop , or Google Apps and Docs. Gliffy has smart-looking templates for flow charts, database diagrams, system, business processes, and so on.

Tools 60

Tools Synchronous Doc Jing 60

Bonterra

APRIL 10, 2024

Learn more How it works All-in-one donor management Track every single interaction with your donors and effortlessly manage relationships through a unified supporter record. Learn more “This is a lot of money we were dealing with and you can’t use Google Docs for everything.

Fundraising 52

Fundraising Case Study Track Analytics 52