Monthly Basis CRM | Nonprofit

Make Mission-Driven Work Easier

Built with the unique needs of changemakers in mind. Whether you're stewarding donors, coordinating volunteers, or managing grants, this CRM unifies your data and simplifies workflows—so you can scale impact without scaling your stress.

Starts at $0/month.

Designed for Nonprofits of Every Size

From grassroots initiatives to multi-chapter organizations, Monthly Basis CRM supports your evolving programs with flexibility, clarity, and control. Built to grow with you, not slow you down.

What You Can Do

Constituent Management: Link donors to volunteers to households to board members. Understand their relationships, history, and engagement at a glance.
Fundraising That Feels Personal: Segment donors by giving patterns, automate nurturing campaigns, and personalize acknowledgments—all without manual follow-up.
Grant and Program Tracking: Stay ahead of deadlines, collaborate on applications, and track program outcomes to prove your value to funders.
Volunteer Engagement: Let people self-register for shifts, track impact hours, and follow up with thank‑you notes and badges of recognition.
Event Execution: Organize fundraising galas, educational workshops, or community service days with RSVP flows, attendance tracking, and sponsorship tiers.
Forms That Convert: Drag‑and‑drop form builder with responsive layouts, customizable fields, and payment integrations—no coding required.
Impact Reporting: Build dashboards that spotlight revenue retention, donor lifecycle, volunteer activity, and program performance.

Real-World Stories

“We doubled recurring donations in one quarter.”

A regional arts nonprofit used Monthly Basis to relaunch their donor portal with recurring gift options and automated emails. Results? More time for storytelling, less time chasing spreadsheets.

“Volunteer management is finally fun.”

A food security charity streamlined onboarding and scheduling, sending tailored opportunities to people based on interests. Volunteers felt engaged—hours logged rose by 60%.

Trustworthy and Transparent

Data Health: Merge duplicates, track changes, and restore records. Stop messy spreadsheets from derailing your growth.
Permissions & Privacy: Control who sees what, with role-based access and audit logs to maintain compliance.
Change Logs: Every update is tracked, giving your team full transparency into edits, merges, and more.

Built for Teams with Heart

No consultant needed: Navigate features with in-app guidance and template libraries made for nonprofit use cases.
No technical debt: Customize workflows and forms with no-code tools—powerful enough for developers, approachable for beginners.
No budget shocks: Start at $0/month. Transparent pricing with no surprise upsells.

What You’ll Accomplish This Month

Reconnect with lapsed donors
Set up a grant pipeline with deadlines and reminders
Publish a volunteer form with self-check-in
Share a dashboard with board members highlighting retention, growth, and engagement
Kick off an automated welcome series for new constituents