Contacts CRM

Manage Non-Donor Contacts

The Contacts CRM is for managing people who aren't donors but you still want to communicate with—like community members, event attendees, or newsletter subscribers.

Key Features

• Add contacts individually or import from a CSV file
• Store name, email, phone number, and address
• Tag contacts for easy grouping and filtering
• Use contacts as recipients for SMS and email campaigns

Contacts vs. Donors

Contacts are kept separate from your donor records. This keeps your donor data clean while still letting you communicate with a broader audience. If a contact makes a donation, you can easily convert them to a donor.