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How-to guide
Manage CRM deals and opportunities
Use deals in pipeline stages to track an opportunity, its value, ownership, status and next action.
dealopportunitypipeline
Common question
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.
standalone crmnonprofit suitesubscription
Common question
Understand GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.
crmnonprofit crmadvanced crm
How-to guide
Use CRM pipelines
Use pipelines in Advanced CRM to track leads or relationship stages with clear ownership and next steps.
pipelinelead