People Management

What is People Management?

Gain insight and productivity with CRM software for nonprofits

People Management is relationship management, engagement tools, member portal and more

Connect with your people with the best CRM software for nonprofits

Get everything you need to deepen engagement, build relationships with donors, and ensure successful fundraising. Robust, cloud-based nonprofit CRM software includes relationship and donor management, online fundraising tools, member portal, and more.

Manage relationships

The more you know about your people, the more they feel connected. People Management helps you see all the details you need in a single database, such as families, group involvement, volunteer preferences, birthdays, your communication and interactions, and your personal notes.

Intelligent donor management database with better data

Leverage its dynamic donor management database to create complete donor profiles that not only track your constituents' contact information, but also include communication activities and interactions, notes, important files, and history in a single nonprofit CRM software. Add the fields and contact tags you need to track the data that matters most to you.

Personalized, dynamic contact lists

Lists can help you reach the right people at the right time with marketing tools integrated into your nonprofit's CRM. Build as many lists as you need to filter your reports, customize your communication reach, and streamline your fundraising. You can also create permanent lists based on rules that always pull the list of contacts you need, such as new donors in the past month, people who signed up for events, or constituents with unfulfilled promises.

Manage volunteers

Increase team efficiency by scheduling meetings, communicating with everyone in the group, managing volunteer sign-ups, and delegating tasks in a secure portal. Monitor attendance and store minutes, schedules, and more. You can access everything in one place and easily integrate or engage your volunteers.

Track people's activity in your nonprofit CRM software

With People Management, gain insights into people's journey to personalized outreach, gift cultivation, and robust reporting.

Robust reporting

Donation history and growth are tracked in nonprofit CRM software for long-term relationships with donors. Dynamic reports contain the information and analytics you need for your constituents. Notifications of important activities in CRM make it easier to welcome new people, re-engage those who are running away, and always make your loyal donors feel appreciated during the fundraising process.

Event Management

Create unlimited online registration forms to collect RSVPs for free public events or sell tickets or tables for your next fundraiser, performance, retreat or march. Subscribers are automatically tracked in your nonprofit CRM software so you can use a dynamic list that's always up to date. You can also track attendance and generate badges for your events, meetings, and volunteers.

Communication prompts

Get suggestions for increasing donor retention rates based on recent activity or important dates listed in profiles in your CRM software, such as birthdays or special dates.

Marketing Communication

People Management is your nonprofit CRM software powers your communications so you can share your message effectively and engage your supporters.

Integrated marketing tools

People Management is your non-profit CRM software is connected to a complete platform of digital marketing tools. You can easily send a single email to a supporter, updates to event registrants, automated emails after online donations, or bulk emails to your personalized lists of people. Whether you're sending direct mail, a monthly update, a thank you note, or launching a new fundraiser, you can customize your direct mail letters with dynamic fields to speak directly to your supporters. You can also generate the names and addresses of people in your custom contact lists to create mailing labels. This will save you time if you need to send a large volume of emails. You can easily create and print mailing labels per family or per person.

Bulk Texting (atualização opcional)

With more people moving to mobile, it's important to connect with people using your preferred method of communication. SMS text messages can be the most effective method to send urgent and timely messages to let your constituents know about updates, volunteer opportunities, or how to connect with your cause. With People Management, you can send and reply to text messages right from CRM.

Address verification for successful direct mail campaigns (optional update)

Address Verification automatically checks the primary addresses of your contacts every night against the USPS database to standardize the address format in your CRM. It also updates addresses when people move, reducing the amount of incorrect recipients and bounced mail, while potentially increasing fundraising in your organization. This automated marketing tool is simple to set up and ensures that you have the most up-to-date addresses for your people in your CRM – with no time spent by you.

Donation tracking and online fundraising

No more extra spreadsheets. Track your donations once in your CRM and have them magically appear in your ledger and donation statements.

Track donations and pledges by individuals and families

You get a complete donor management software in the nonprofit Plos CRM that will help you maximize your fundraising efforts. Lots of online and offline donations are tracked for accountability purposes and automatically posted to your accounting.

Online donations and recurring donations

With People Management, create unlimited online fundraising forms and widgets and customize them to meet your needs. All donations made online are tracked by person and purpose, and your contact information will be automatically added to the nonprofit's CRM. Easily share widgets on fundraising pages on your website and share forms on your social media accounts for peer-to-peer fundraising.

Secure online portal and payments

Simplify your fundraising by giving people a way to manage their own contributions and recurring gifts. Donors have a secure portal to log into the software to view their donation history, select their billing preferences, and manage their donation schedules. All contributions use PCI-compliant payment processing to keep your data secure.

Automatic gift acknowledgments and donation statements

People Management automates many tasks to make fundraising easier. Anyone who makes a donation to your nonprofit will automatically receive an email receipt for each contribution, event registration, or text gift. Tax-deductible contributions are tracked on a per-individual basis, so you can quickly prepare monthly, quarterly, or annual donation returns with a single click. You also have the option to generate a consolidated statement of donations per family.

System Requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD/SSD: 50 GB of free space on main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported Operating Systems

Mac OS X 10.5x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks), and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS