Nonprofit/Small Business CRM Database

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A powerful CRM solution for small organizations (especially nonprofits) that need affordable, intelligent, and easily customizable software.

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To view a more comprehensive explanation of this Base, visit: http://www.paulmatsushima.com/posts/crm-database/

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++Tables Include:++

  • Contacts - Includes all individuals involved with the organization (e.g., donors, customers, program/event participants and volunteers, contractors, and other interested parties).
  • Accounts - Non-person entities with a relationship to the organization. There are two types of accounts: 1) Organizations (e.g., businesses, foundations, partner organizations), and 2) Households (e.g., families or groups of related individuals that arenā€™t an organization)
  • Campaigns - Any project or substantial effort to sell a product/service or raise money/awareness (e.g., Coaching Program, Popup Event, fundraising campaign, etc.).
  • Involvements - Any time spent with the organization during programs or events.
  • Opportunities - Any money given to the organization, including gifts, grants, or earned income.
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Updated October 28, 2020 at 5:06 PM
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Paul Matsushima

Operations Specialist & Cultural Advocate. I create organizational infrastructure to help nonprofits achieve their missions. Learn more about me at www.paulmatsushima.com
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All Campaigns
āœ… Active Campaigns
šŸ“Š Campaign Reports
All Accounts
šŸ‘¤ All Contacts
Newest: To Process
šŸ’° Biggest Donors
šŸ‘„ Most Involved
All Opportunities
šŸ‘‰šŸ½ Newest: To Process
šŸ™šŸ¼ To Do: Thank Yous
Pledged ARs: To Collect
Gifts & Grants Report
All Involvements
Newest: To Process
To Do: Leads
Involvement Email Reports
All Communications
šŸ‘šŸ¼ Positive Reviews
šŸ‘ŽšŸ¼ Negative Reviews