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Manage CRM leads
Use leads for prospective relationships, qualify them with reliable information and convert only when the record is ready.
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 CRM pipelines
Use pipelines in Advanced CRM to track leads or relationship stages with clear ownership and next steps.
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 GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.