Personal CRM for Nonprofit Organizations

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Nonprofit organizations depends on seamless communication and efficient collaboration to drive impact. Managing donors, volunteers, partners, and beneficiaries can become challenging without a structured system.

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Northpointe Bank
Northpointe
Personal CRM for banks & financial institutions
Easy-Affordable-Personalized
Designed for the way you work!

Designed to Support Nonprofits in Making a Greater Impact

ContactBook is built to enhance nonprofits' management and engagement with donors, volunteers, and partners. It manages contact organization, fosters collaboration, and ensures seamless communication while seamlessly integrating with Google Workspace.

Organize and Centralize Your Nonprofit’s Contacts

Easily categorize and store contact details for donors, volunteers, sponsors, and partners in one shared space. Keep track of key relationships, interactions, and updates so your team can access and manage vital information efficiently.

Organize your contacts into groups.

Seamless Collaboration for Your Team

With ContactBook, nonprofits can share contact lists securely across departments and projects. Assign different access levels, whether full editing rights for the fundraising team or view-only permissions for volunteers, ensuring that every team member has the information they need while maintaining data privacy.

Choose who you share your information with.

Stay on Top of Donor and Volunteer Engagement

Never miss a critical follow-up with reminders and notifications for fundraising campaigns, donor renewals, and volunteer outreach. ContactBook makes it easy to
maintain long-term relationships by sending automated reminders for recurring donations, grant deadlines, and important milestones.

Attach files, and also notify your teammates of any updates.

Attach Important Documents and Keep Everyone Updated

Store essential documents, notes, and communications history within each contact profile. Whether it is donation receipts, partnership agreements, or event participation details, ContactBook makes sure that your team can easily retrieve and reference important files anytime.

Choose who you share your information with.

Enhance Communication Across Your Nonprofit Network

ContactBook integrates with Google Contacts and Google Workspace, ensuring your nonprofit’s contacts are always in sync. Access and update contact information from your email, Google Docs, or mobile device, making outreach and donor management effortless.

Attach files, and also notify your teammates of any updates.
GDPR.EU

A secure platform for all your contacts

ContactBook complies with the GDPR privacy standards and goes through all necessary security procedures to protect your data. Confidently save your contacts centrally and securely instead of in emails and spreadsheets.

What our clients are saying

Emily

Outreach Coordinator

ContactBook has completely transformed how we manage our donor and volunteer contacts. Before, our team struggled with scattered spreadsheets and manual updates. Now, everything is centralized, and collaboration has never been easier!

Michael

Fundraising Manager

The biggest challenge our bank was facing was to manually remind millions of clients of their loan repayments. Every second for every new client was a real struggle. But with ContactBook’s reminder feature, it is now much easier to manage all these processes automatically. We can set follow-up reminders on our contacts which sends smart notifications to every manager and employee the contact has been shared with.

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A centralized contact management app for financial professionals to enhance workplace collaboration.

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Sync and share your contacts securely

Equip your workforce with a unified contact management
solution tailored for financial services.

Sign up for a risk-free 14-day trial today!

Frequently asked questions

If you don't find what you are looking for, drop us your query on the contact page.

Does ContactBook offer special pricing for nonprofits?

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Yes! We provide a 30% discount for registered nonprofit organizations. You can use the coupon code CMS30POFF at checkout.

How can ContactBook help our nonprofit manage contacts better?

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ContactBook helps nonprofits centralize and organize donor, volunteer, and partner contacts in one place. It also enables easy team collaboration, allowing members to access and update contact details in real-time.

Can multiple team members access and manage contacts?

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Yes! With ContactBook, you can assign roles and permissions to different team members, ensuring the right people have access to the right contacts while maintaining data security.

Does ContactBook integrate with Google Workspace?

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Absolutely! ContactBook seamlessly integrates with Google Contacts, Gmail, and Google Drive, making it easier to manage and sync your contacts across your existing tools.

Is there a free trial available?

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Yes, we offer a 14-day free trial so you can explore ContactBook’s features and see how it fits your nonprofit’s needs.

How can we schedule a demo?

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You can book a personalized demo through this link: Calendly - ContactBook.

How secure is our data with ContactBook?

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We take security seriously. ContactBook ensures data encryption, secure cloud storage, and role-based access controls to protect your organization's sensitive contact information.

Can we import our existing contact lists into ContactBook?

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Yes! You can easily import contacts from spreadsheets, Google Contacts, and other sources into ContactBook.

Is my data safe?

We are built on trust and security; industry leaders trust ContactBook to keep their data safe in the cloud. We work everyday to make ContactBook safe, secure, and more transparent for our users.

What payment methods do you accept?

We use Stripe for payments, and it accepts all major payment methods! Let us know if you have any concerns about this.

What is your refund policy?

We hope you do not have to do this, but if for any reason you're not satisfied with your purchase, simply let us know within 7 days and we'll be happy to issue you a full refund.

Can I cancel my plan?

Yes, you’re free to cancel at any time! If you decide to do so, your plan will last until the end of your current billing cycle.

I have more questions. How can I get in touch?

If you have any other questions about ContactBook, you can reach out to us at support@contactbook.app . Our experts will be willing to resolve all your queries.