Manage donors, grants, and campaigns in one place
Track donors, manage grant pipelines, run email campaigns, and automate acknowledgments from one affordable CRM.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Donor information scattered across spreadsheets, email, and legacy databases that no one maintains
Grant deadlines tracked informally, leading to missed applications and lost funding
Acknowledgment letters sent manually, often weeks after the gift, damaging donor relationships
No visibility into donor retention, lapsed donors, or giving trends over time
Salesforce Nonprofit Cloud requires an admin and costs more than the organization can justify
What you can do with Laureo
Real workflows for Nonprofits, built into Laureo.
Donor relationship management
Track every donor with giving history, communication log, and engagement level. Segment by gift size, frequency, and campaign.
Grant pipeline tracking
Move grant applications through stages: research, LOI, full application, review, awarded/declined. Track expected funding.
Fundraising email campaigns
Send appeal emails, event invitations, and impact reports to segmented donor lists with open and click tracking.
Gift acknowledgment automation
Workflows send thank-you emails immediately when a gift is recorded. Annual giving statements are generated automatically.
Volunteer contact management
Maintain volunteer profiles with availability, skills, and event participation history using tags and custom fields.
Campaign ROI reporting
See total raised per campaign, cost per dollar raised, donor retention rate, and giving trends over time.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Donor profiles
Every donor gets a complete record: giving history, communication log, event attendance, and engagement level. Custom fields capture annual capacity, giving interests, and board affiliation.
Grant pipeline
Track grant opportunities from research through application to award on a visual pipeline board. Set deadlines, required documents, and expected amounts.
Fundraising campaigns
Build email campaigns for annual appeals, event invitations, and impact reports. Segment by giving level, interest area, or geography. Track opens and clicks.
Gift acknowledgment automation
Workflows send personalized thank-you emails immediately when a gift is recorded. Automatic receipts and annual giving summaries reduce administrative burden.
Donor segmentation
Segment donors by gift size, frequency, recency, campaign, and custom fields. Identify lapsed donors, major gift prospects, and monthly sustainers.
Fundraising dashboards
See total raised, donor retention rate, average gift size, and campaign performance. Track progress toward annual goals.
How it works
From setup to results in 5 straightforward steps.
Import your donor database
Upload donor data with giving history, contact info, and engagement notes. Tag by giving level, interest area, and relationship status.
Set up fundraising and grant pipelines
Create pipelines for individual giving, major gifts, and grant applications. Custom stages match your process for each funding type.
Automate acknowledgments
Build workflows that send thank-you emails when gifts are recorded. Set up annual giving statements and recurring acknowledgment sequences.
Launch fundraising campaigns
Build and send email appeals to segmented donor lists. Track opens, clicks, and gifts attributed to each campaign.
Monitor fundraising health
Dashboards show total raised, donor retention, average gift, and pipeline projections. Adjust strategy based on real-time data.
AI agents that work for you
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Nonprofits
AI keeps donor relationships healthy
The Customer Success Agent detects donors with declining engagement, flags major donors who have not been contacted recently, and creates stewardship tasks. Maintain strong relationships with your donor base.
Sales Agent
Pipeline management and deal coaching
Daily at 8:00 AM
Outreach Agent
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data Steward Agent
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer Success Agent
Customer health monitoring
Daily at 8:00 AM
Integrations that matter for Nonprofits
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs donor communications. Calendar shows events and meetings.
Microsoft 365
Outlook sync for organizations on the Microsoft stack.
Stripe
Track online donations and recurring gifts alongside your donor pipeline.
Typeform
Capture donation pledges and volunteer sign-ups from event registration forms.
Slack
Get gift notifications and campaign milestones in team channels.
Zapier
Connect donation platforms, event tools, and accounting systems.
Nonprofits vs Salesforce
The problem
Salesforce Nonprofit Cloud requires dedicated admins and significant configuration. The free licenses come with limitations, and paid seats escalate quickly.
The Laureo advantage
Laureo provides donor management, pipeline tracking, email campaigns, and automation at predictable pricing. No Salesforce admin needed.
Enterprise-grade security, built in
Your data is protected at every layer. No enterprise plan required.
AES-256 encryption
All data encrypted at rest using AES-256.
TLS in transit
Every connection secured with TLS 1.3.
Row-level security
Multi-tenant isolation at the database level.
Audit trail
Complete record of data access and changes.
Dive deeper into Laureo
CRM for Nonprofits FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Nonprofits.
Start growing your donor base today
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14-day free trial. Cancel anytime.