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4 Software Features That Could Benefit Your Non-profit Organization 

The upliftment of communities largely depends on govt and charitable programs; and in the current economic climate most Non-profits, world-over, are operating on shoestring budgets and limited human resources. Between fundraising, volunteer coordination, and sponsor management, Non-profit organizations end up with a lot of administrative tasks to juggle.  

Keeping up with multi-directional coordination activities can get a whole lot easier with the right tools in place. That is why using a specialized community management software like Cocolevio’s custom built software for nonprofits might be a great investment in the long run for your charity organization. 

nonprofits software 

Are you searching for a software solution that’s a good fit for your Non-profit – that fills all the gaps in your processes? Here are four essential software features that you should look out for:

  1. Project or process management tools

Though Non-profits rely heavily on contributions and volunteer participation, it’s the resource management part that can get quite challenging, especially for larger organizations. But by opting for an integrated community management tool, Non-profits can make their workflows time & cost-efficient. They can manage their ongoing campaigns, workflows, and deadlines more seamlessly.  

Some great ways you can use project management software to streamline your processes are: 

  • Create, assign, and manage task charts that teams can share and edit remotely. Control responsibilities better with ‘access permission’ functionality. 
  • Store critical documents on Cloud for easy access. 
  • Search data on multiple filters and categories. 
  • Integrate with other data channels – Import or export information into or from other platforms. Connect with specialized software solutions like Breeze Church Management Software. 
  • Communicate better using bulk-emailing modules, push notifications, and community forums. 
  • Promote member interactions with chat messenger modules and video conferencing functionalities. 
  • Plan events efficiently by mapping resource availability information. 
  • Take team/volunteer/donor feedback using customizable forms and polls. 

These features can really help Non-profits reduce their manual paper-based processes and make sure their projects get delivered on time and within budget.  


  1. Automation in payments and accounting processes

Constantly tracking the inflow-outflow of donations, subscriptions and memberships is quite a time-consuming process for Non-profits. Adopting a smart financial management tool can lessen the burden on staff, and free up their time for other important aspects of charity initiatives.  

The revenue streams of Non-profits are different from those of business organizations. They are collected in the form of pledges, donations, gifts, grants, bequests, memberships, and subscriptions. All of them have a diverse set of data points – platforms, documents, projects, accounting duration, mode of collection, etc. So, Non-profits need a flexible accounting module (integrated with Non-profit management software) that tracks and manages specific donation categories – both restricted and unrestricted. 

In the age of digital fund collection, an automated payment processing module can effectively streamline the back-end processes that are triggered when a donation or transaction is made.  By offering a user-friendly online payment processing option to donors, Non-profits can ensure higher collections and accuracy in documentation. Automation can then be configured to send timely reminders for donations.  

Good financial management software also supports Non-profits with: 

  • Getting a financial status summary in a single dashboard 
  • Managing vendor dues and staff payments 
  • Having a clear audit trail with FASB-compliant reports 
  • Data mapping with Community management software and CRM database 
  • One-click access to invoice status with receive/approve/pay options 


  1. Reporting and budgeting features

Having ready access to reports on the status of finances, projects and members is a huge time-saving advantage for a Non-profit. There are many regulatory and audit requirements in place that dictate charitable institutions to maintain clean financial reports and detailed documentation. Specialized accounting software tools can be used for generating such reports, but it’s best to go for a Non-profit Community Management Software having a robust accounting module. 

If a Non-profit organization is not able to accurately report how donations were collected and used, then it stands the risk of losing future fundraising revenues. By automating financial report generation, stakeholders can create reports instantly for any audit. Built-in data visualization tools further help stakeholders get an aggregated overview of all transactions and activities across the organization, in multiple reporting currencies. 

Volunteers-working-in-community-charity center

A comprehensive community management software contains built-in reporting features, that are used for evaluating various aspects of Non-profits: 

  •  Project performance against approved budgets 
  •  Assessing human resource efficiencies 
  •  Logistics for future campaigns planning 
  •  Financial reports for budget proposals 
  •  Prospect research for member revival 
  •  Marketing & outreach strategy planning 


  1. CRM integration support

Generating steady monetary support for social initiatives requires efforts in outreach programs, fundraising events, marketing campaigns, and collaboration pitches to bring in new donors. But these promotional activities increase overhead costs for Non-profits. This is one of the reasons why Non-profits first attempt to source funding through existing community members or by reviving dormant donors.  

Investing in a good CRM (Constituent Relationship Management) tool is one of the most cost-effective ways to strengthen community participation and build a collaborative ecosystem. This is where all details about members (donors & volunteers) are stored – their demographic specifications, contact information, donation history, giving preferences, volunteer history, and everything related to their community service. 

The benefits of integrating CRM features with Non-profit management software are endless. It is a powerful aid for conducting many valuable activities: 

  • Optimizing staff efforts 
  • Strategizing outreach programs 
  • Conducting important surveys 
  • Streamlining prospect research data 
  • Developing stronger donor relationships 
  • Keeping track of corporate sponsorships 



A recently published ‘State of Non-profit Marketing Report 2021’ by Salesforce has provided insights into the top priorities & challenges faced by Non-profits today.

nonprofits organization's priority and challenges

Image Source: Salesforce

The focus has clearly shifted to leveraging data and technology to drive a better overall experience. In fact, there has been a massive switch in the digital engagement strategy of 89% of Non-profit marketers! This trend highlights the need for specialized community management software that helps stakeholders build a thriving community and work more efficiently towards their causes. 

If you are looking for sophisticated software for your Nonprofit you should try us. We build Cloud-based, flexible software with an unparalleled list of features at a low cost and customized for your needs.

To know more, please visit www.cocolevio.com/ or contact our sales rep at (512) 222-5730 to discuss your business software requirements.

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