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Manage CRM tasks
Create CRM tasks with an owner and due date, then close or reschedule them when the follow-up changes.
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
Understand GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.
Use CRM email and automations
Use Advanced CRM email and automation tools only with accurate audience data and a clear communication purpose.
Use CRM reports
Use Advanced CRM reporting to review contact, pipeline and communication activity without exporting more personal data than necessary.
Open Advanced CRM
Eligible organization users can open Advanced CRM from the GoodAction nonprofit contacts area through the supported secure sign-on flow.
Standalone CRM and the Nonprofit Suite
GoodAction CRM can be offered as a standalone product, while paid Nonprofit Suite subscriptions include the applicable Advanced CRM entitlement for the organization.
Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
Use Nonprofit CRM in your organization
Every organization plan includes Nonprofit CRM inside the GoodAction organization workspace for managing its contacts.
Who can use Advanced CRM
Advanced CRM is available to organizations with an active Essential, Growth or Custom subscription, including the applicable grace period.
Add a CRM contact
Add a contact with accurate details and use the organization CRM workflow to keep supporter information current.
Connect CRM email and calendar
Use an available CRM integration to connect Gmail and Google Calendar or Outlook and Calendar, then review the permissions before authorizing.
Manage CRM companies
Use companies to group contacts and relationship activity around an organization account in Advanced CRM.
Record CRM activities
Record calls, meetings, notes and other relationship activity against the correct CRM record.
Send a CRM email campaign
Prepare the audience, content and sender settings for a CRM email campaign and verify consent and recipient accuracy before sending.
Use CRM pipelines
Use pipelines in Advanced CRM to track leads or relationship stages with clear ownership and next steps.
Troubleshoot Advanced CRM access
Confirm that the organization has an active eligible subscription and that you are using the supported GoodAction sign-on path before contacting support.
Manage CRM leads
Use leads for prospective relationships, qualify them with reliable information and convert only when the record is ready.
Schedule a CRM meeting
Create a meeting against the correct relationship record, confirm timezone and attendees, and choose calendar sync only when the connected account is correct.
Use CRM email templates
Create reusable email templates with accurate sender content and review personalization fields before sending.
Use CRM tags
Use consistent tags to segment records and avoid creating near-duplicate labels for the same audience.
Manage CRM deals and opportunities
Use deals in pipeline stages to track an opportunity, its value, ownership, status and next action.
What happens when a paid plan ends
When paid billing ends, the organization returns to the free platform plan with in-workspace Nonprofit CRM; Advanced CRM access and paid-plan entitlements no longer apply.
Import CRM contacts
Use the contact import flow to map columns, preview records and decide how duplicate contacts should be handled before completing the import.
Manage CRM duplicates
Review potential duplicates before creating or importing contacts so the organization maintains a trustworthy supporter record.
Use the nonprofit supporters view
Use Supporters for a relationship-focused view of people engaging with the organization and Contacts for the broader CRM record.
Use the Nonprofit workspace
The Nonprofit workspace is the organization operating hub for programs, events, fundraising, supporters, volunteers and impact.
Add a Serve opportunity
Add a partner’s published event or opportunity so employees can find it in Company Serve.
Find a Company Serve opportunity
Open Company Serve, review the listed opportunities, and register from the opportunity page.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
Invite enterprise employees
Use People to invite employees and assign office, department or role details before they join Company Serve.
Review enterprise impact analytics
Open Impact analytics to review participation, verified hours and employee giving for the selected period.
Use the enterprise dashboard
Company program admins work in the Enterprise dashboard to run Serve, partners, people, stories and impact. Employees who are not admins use Company Serve instead.
Use the enterprise marketplace
Use Marketplace to discover nonprofit programs the company can sponsor; this is not the same as creating a nonprofit fundraising campaign.
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.