Effective Fundraising with Odoo CRM

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Nonprofit organizations are those who work for promoting social, environmental, and political changes in society and their ultimate goal is social welfare. They aware society about all the issues and problems and work for the development and improvement of communities. For better coordination among their volunteers and employees ERP software allows them to track their different departments to organize activities of the staff. Fundraising for the noble causes is the topmost priority of nonprofit entities. Odoo ERP for the nonprofit sector helps them to implement effective fundraising methods. Important to realize, the donation is the main source of funds in the NPOs and NGOs.


For the maximum fundraising Odoo CRM software for nonprofit organizations helps in getting more funds. CRM software manages and stores all the data associated with the potential donor and current donors that truly help you in following up. To put it another way, you can see all the donor-related information in a single place as well as you can track all the activities in real-time. Furthermore, you can collect donations online by building e-forms and also process offline donations as well in a single module. Equally important, get customized templates according to the requirements of the current program. Also, with the help of CRM systems manage donor profiles, membership, communications, and more. Get simple donor engagement and fundraising experience with Odoo CRM.

Effective Budget Management

Effective Budget Management

Odoo ERP software helps NPOs and NGOs in managing grants, funds, and budget. Odoo's financial accounting module seamlessly handles all the funds, expenses, budget for the particular project, and grants. We all know that NPOs do not work for gaining personal profit, they acquire funds from the donors and use it for the betterment of society. Other modules of Odoo are also required in this sector such as logistics, transportation, inventory and distribution. All the required items that are used for donation need to be managed. This software system is extremely user-friendly and it can bring an enormous amount of funds to the organization. Furthermore, the finance module includes the management of the donor’s information, donations, funds, budget, etc. To maintain transparency Odoo has real-time tracking of accounts and finances of the organization to ensure transparency across the organization.


Due to the scarcity of resources, the nonprofit sector needs a very efficient way of allocating its money. Financial reporting tool of Odoo's finance module makes the budget allocation much easier and error-free. Another key point, continuous monitoring of expenses, donations, and funds allows organizations to allocate the money on each project in a very efficient manner.

Need Odoo ERP For Nonprofit Sector

Budget allocation and Project Management

Budget allocation and Project Management

Usually, NPOs have so many projects to make their mission successful and it becomes really difficult to allocate ... budget for each project. Also, funds management plays a very important role in budget allocation for the success of various projects. Funds allocation is a crucial task for nonprofit organizations. Odoo's integrated finance and accounting module assist these organizations to make budget allocation convenient and efficient instead of the scarcity of resources. Furthermore, to make all the process transparent and efficient this module helps in allocating operating expenses, project funding, and salaries of the employees. Get accurate finance and accounting reports of your funds and its allocation. After allocating funds, now the nonprofit sector is ready for executing projects and ensuring its success by tracking each phase of the project by using the project management module of Odoo.

Employees and Volunteers Management

Employees and Volunteers Management

Better staff management, whether it is office staff or field staff, Odoo HR module makes things easier for ... NPOs. HR software manages attendance, leaves, payroll, the timesheet and performance of the employees. Similarly, management of volunteers is also important to better result from the projects. Important to mention, Odoo HR module also tracks each employee's tasks and its timesheet to assure you with the progress of the project. As a result, it saves your time and lets you focus on core activities. For better execution, integrated ERP software gives access to staff and members to the crucial information.

Better Promotion and Marketing

Better Promotion and Marketing

Odoo CRM software automates advertising, promotion, and campaign management very efficiently. ... Marketing and promotion of NPOs are important for spreading awareness about their campaigns to raise more funds. Odoo marketing module facilitates marketing automation that allows NPOs to create automatic and targeted marketing campaigns just in a few minutes. It automates the entire marketing workflow that saves time and money. Design engaging marketing campaigns by using attractive templates in minutes. Important to realize, more awareness leads to more funds and it makes NPOs more strong and powerful. With more resources, they will be able to serve society selflessly and make their mission successful. Odoo smart marketing features make campaigns more powerful and effective.