Manage donor relationships, track contributions, and streamline operations with a custom CRM tailored to your charity's needs.


Build a CRM that matches your charity’s needs. Add only the features and views you use most, and adjust your setup as your work evolves.
Connect spreadsheets, CRMs, and fundraising tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your charity.
Empower your nonprofit with a secure, easy-to-use CRM. Set up logins, user groups, and permissions in minutes—no IT support required.
Give different staff and volunteers tailored access and dashboards, so each role sees just what they need for their mission.
Give different staff and volunteers tailored access and dashboards, so each role sees just what they need for their mission.
Connect with tools like Make, Zapier, or N8N to automate donation receipts, volunteer reminders, and routine tasks.
Access and update your charity CRM anywhere—Softr apps are mobile-ready by default.
Enable staff and volunteers to sign in quickly and securely using Google, email, or SSO—no IT hassle.
Keep donor and charity data safe with SOC2 and GDPR compliance, plus fine-tuned access control.
Let your team ask AI about donors and campaigns—get quick insights right inside your CRM, saving time for your mission.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your charity CRM in minutes with drag-and-drop blocks and ready-made templates.
Add donation tracking, volunteer management, or reporting as your charity’s needs evolve—no rebuild needed.
Start with a CRM, then add donor portals, event dashboards, or forms—all in one place, with no extra tools.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM software for charities is a secure platform designed to help nonprofits manage their relationships with donors, volunteers, beneficiaries, and other stakeholders. It centralizes important information like contact details, donation history, event participation, and communication records, so your team can stay organized and provide personalized support to everyone involved with your organization.
Softr makes it simple to build a CRM tailored to the unique needs of your charity. You can connect your existing data—like donor lists, event sign-ups, or volunteer schedules from Airtable, Notion, or other sources—and create a system where your team can track relationships, manage activities, and collaborate efficiently. The platform is easy to set up, requires no coding, and can be customized to fit your charity’s workflow. With Softr, you can launch quickly, maintain your branding, and adapt the system as your organization grows.
You can design your CRM for charities to include a wide variety of features, depending on your organization’s needs. Common features include:
\- User logins – so staff or volunteers can securely access relevant information
\- Custom dashboards – to monitor fundraising progress, outreach activities, or event metrics
\- Forms – for registering new donors, signing up volunteers, or collecting beneficiary data
\- File sharing – for important documents like grant applications or reports
\- Search and filters – to easily find contacts, donations, or event details
\- Tables, lists, and detail views – to organize donors, volunteers, beneficiaries, and activities
\- Notes or status updates – to keep everyone on the same page
\- Charts – to visualize donations, volunteer hours, or engagement trends
\- Calendar view – for upcoming events, volunteer shifts, or meetings
\- Permissions and roles – so each user only sees the information they need
All these features can be built using Softr’s drag-and-drop interface, without any coding. If your processes change, you can update your CRM anytime.
No coding is needed. You can build your CRM for charities entirely using Softr’s visual editor. Every aspect, from layout to user permissions, can be set up and changed without writing any code.
Yes. You can manage multiple beneficiaries, programs, or teams within a single CRM software for charities. Each user only sees the content and data assigned to them, based on their login and role. This is especially helpful for organizations that run multiple initiatives, serve different groups, or collaborate across departments.
Softr supports a wide range of data sources, making it easy for charities to connect their existing information. You can integrate with Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also connect to other sources via the REST API.
You’re not limited to just one source. You can combine data from several platforms in the same CRM, allowing your charity to manage, for example, donor lists from Airtable alongside volunteer tracking from Google Sheets. Most sources support real-time, two-way sync, so updates in your CRM or external data source automatically stay in sync.
Yes, Softr gives you full control over how users interact with your charity’s CRM. You can personalize the layout, navigation, and content to match your organization’s branding and workflow. Each section or page can be shown or hidden based on the user’s role, so each volunteer, staff member, or program leader sees only what’s relevant to them.
You can also define user roles, such as administrator, staff, or volunteer, and decide exactly what each group can view or update. For example, volunteers can see only their assigned activities, while staff can access and manage all beneficiary records. You can create tailored views by filtering data based on the logged-in user.
This level of customization is especially valuable when managing multiple programs, teams, or beneficiary groups in the same CRM. It keeps the experience secure, organized, and tailored to each user’s needs.
Yes, you can. You don’t need to have existing data in another system to get started with Softr for your charity’s CRM. If you’re starting from scratch, you can use Softr Databases, which are built right into the platform and integrate seamlessly with your application.
If you already keep records in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect them too. There’s also a REST API connector for bringing in data from other sources. Either way, you have full control over how your charity’s data is organized and displayed in the CRM.
Yes, you can fully white-label your crm software for charities in Softr. You’re able to add your charity’s logo, colors, fonts, and use your own domain so that the software truly feels like an extension of your organization. You can also remove all Softr branding, so that staff, volunteers, and stakeholders only see your charity’s identity throughout the experience.
Absolutely. Softr lets you easily control the design and layout of your crm software for charities. You can adjust colors, fonts, spacing, and page structure to match your charity’s visual identity. You get to organize each page, choose which content blocks you want, and decide what different user roles—like staff, volunteers, or partners—see when they log in.
To present your data, you can use different block types as you need:
\- Table blocks – for tracking donors, volunteers, or project activities
\- List or Card blocks – to highlight beneficiaries, sponsors, or available resources
\- Detail View – to show individual supporter or project profiles
\- Forms – for event registrations or volunteer sign-ups
\- Charts – to visualize donation trends or program impact
\- Calendar blocks – for upcoming events, volunteer shifts, or deadlines
If your needs or branding change, you can easily make updates in the visual builder.
Softr is designed with security at its core. All data is encrypted both in transit (TLS) and at rest, and your crm software for charities is hosted on secure, reliable infrastructure. You maintain full control over who can access and manage information—set up role-based permissions, manage users within your data source, set visibility rules, and apply global restrictions to protect sensitive donor, volunteer, or beneficiary data.
For external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your permission settings. You always stay in charge of your data and its access.
Softr also follows modern best practices for authentication, access control, and regular platform monitoring to safeguard all charity-related information.
You can get started at no cost. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, with support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more. This is a great way for charities to explore the platform without upfront costs.
If your charity’s CRM needs to support more users or advanced features, you can upgrade to a paid plan. You can find details here: <http://softr.io/pricing>
Softr is built to help charities quickly create powerful, user-friendly CRM solutions—no coding needed. What makes it stand out is how rapidly you can launch a tailored CRM, and how seamlessly it connects to your existing data.
Unlike some no-code platforms that focus on mobile apps or require developer skills, Softr is ideal for non-technical teams who want control over layout, user experience, and access rights. You can sync real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that staff, volunteers, and stakeholders can use.
You have visual control over content, design, and user permissions. Plus, features like user roles, forms, conditional logic, and API support come standard, so you don’t need to string together multiple tools to meet your charity’s needs.
Yes. Softr offers a wide range of integrations so your crm software for charities can connect to the rest of your toolkit. You can automate tasks with platforms like Zapier, Make, and N8N, or link up with tools for payment processing, email outreach, and more. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you want to send data to your mailing list, trigger follow-ups when a donor gives, or pull in information from other systems, you can automate these processes—no coding required.