# Choosing a CRM

- Canonical page: https://givjoy.io/guides/software/nonprofit-crm
- This file: https://givjoy.io/guides/software/nonprofit-crm.md
- Last updated: November 12, 2026
- Public status: Guide. GivJoy's features are in development.

GivJoy is a donation platform for US nonprofits, in development, expected January 2027.

Free 0%, Starter 1%, Pro 2% of online gifts, plus Stripe processing, no monthly fee.

Gifts go straight to the nonprofit's own Stripe account.

## The short answer

Choose the CRM that keeps one supporter's whole history together, readable by the next teammate. Test it with a made-up supporter who has given and bought a ticket.

- **History:** gifts, tickets, notes and tasks.
- **Check:** the tool keeps the gift history and the ticket history apart.

## Keep the history your next teammate will need

Use this worksheet with a made-up supporter. Include someone who has given and bought a ticket, then someone who has only bought a ticket.

Name who will update the records each week. Try the tasks that person will actually do.

Keep the test results with the plan and date, so the next person can understand why you chose it.

## How GivJoy plans to keep these records

In GivJoy, everyone who gives, buys a ticket or registers is a supporter. Donor applies to gifts and charitable ticket giving.

Contacts, calls, tasks, households, reports and Move to GivJoy are in development on every plan, with role permissions. Move to GivJoy reviews exports from any system or spreadsheet before staff press Import.

Monthly gifts need their own move plan. Importing history does not stop a charge in your current system (GivJoy calls it your Legacy System) or start a GivJoy gift.

## A completed example

Priya Shah, office manager at Riverbend Literacy Project (a made-up nonprofit), tested a made-up tool, Example CRM, on its Team plan on November 6, 2026. Her made-up supporter, Jordan Reyes, gave $50 in March, started $15 a month in May and bought two tickets to the fall dinner.

| Record to check | What you need to find | Your result |
|---|---|---|
| Example: Gifts and events | Amounts, dates, refunds and monthly gifts; bookings, named guests and check-in | The $50 gift and the monthly gift showed as gifts. The two tickets showed under events, with one guest still unnamed. Passed. |

## Printable worksheet

Print this page to use the worksheet on paper.

| Record to check | What you need to find | Your result |
|---|---|---|
| Person | Contact details and the name your team uses | |
| Gifts | Amounts, dates, refunds and monthly gifts | |
| Events | Bookings, named guests and check-in | |
| Relationship history | Notes, calls and unfinished tasks | |
| Household or organization | The people linked to it and their own history | |
| Preferences | Which optional messages the person wants | |
| Team access | What your treasurer and fundraiser can each see and do | |
| Export | Files you can read and a guide to their columns | |

Write the tool, the plan, the tester and the date at the top of the page before you start.

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