NGO & Trust Management
Overview
Donor CRM, fundraising automation, beneficiary management and impact reporting for NGOs and trusts.
Problems We Solve
- Donor data in spreadsheets
- No recurring giving
- Manual receipts
- Beneficiary data scattered
- Hard to report impact
What We Deliver
- Donor CRM
- Recurring giving
- Receipts + 80G/12A automation
- Beneficiary tracking
- Impact dashboards
Key Features
- Donor CRM — Segments + journeys
- Giving — One-time + recurring
- Compliance — 80G/12A receipts
- Beneficiary — Demographics + outcomes
- Reports — Impact + finance
Business Benefits
- More donor retention
- Lower admin cost
- Compliance-ready
- Better impact stories
- Easier audits
Common Use Cases
- Donor acquisition
- Recurring giving
- CSR partnerships
- Volunteer management
- Grant reporting
Industries Served
NGOs, Trusts, Foundations, CSR teams.
How It Works
- Audit
- Configure CRM
- Migrate donors
- Automate giving
- Report
Technology Stack
Zoho CRM, ERPNext, WhatsApp Cloud API, Razorpay, Stripe, n8n.
Frequently Asked Questions
80G/12A?
Auto receipts and reports.
Recurring giving?
Yes — Razorpay/Stripe.
Volunteer portal?
Yes.
Donor data security?
RBAC + audit logs.
Related
Next Step
Free NGO tech audit — built for limited-resource teams.