Using SugarCRM for fundraising management?

Our charity would like to use our existing SugarCRM to manage fundraising. We already use a small part of the sales functionality to manage selling our online learning modules, but are wondering whether other Sugar clients have found this to be a useful tool for managing donors, tracking targets etc. Thank you!

  • Dear Ann
    Sugar is flexible to configure, and no doubt you can use it to manage fundraising.

    You can Configure Accounts to manage Donors and add the custom module "Targets" to track progress. Opportunities can be easily reconfigured to manage a particular donation. You can use existing functions to manage history and users' activities.

    Sugar Market will help to manage all e-marketing activities, or you can integrate Sugar with any e-mail-marketing system by your wish (Mailchimp, Hubspot, Activecampaign, etc.)

    If you need specific functionality or integration with other systems, ask your Sugar partner or send me your requirements, and we will help you.

    I hope it helps you.

    Best regards and have a nice weekend!
    We make work in Sugar
    more convenient and efficient

  • If there are donor profile example, targets and their tracking descriptions, lists of steps that reveal what managing is in your case that would help prepare a demo to decide yourself on how SugarCRM could be useful.

    Please drop me a line at if interested

    Best Regards,
    Dmytro Chupylka
    We make work in Sugar CRM system faster, more convenient and efficient

  • Thanks for your replies Mykola and Dmytro!

    We are confident that our developers can make any changes or customisations needed, I'm really interested in whether other charities have done this and how it has worked for them. 

    Have a good weekend


  • Ann,

    Oh, actually, I meant Sugar Partners can provide CRM consultants that could help to configure a business model in Sugar - prior to the developers would take the stage - moreover, due to rich no-code Sugar platform configuring capabilities, developers might not be needed either.
    My suggestion is to let experienced Sugar consultants spend up to a day studying your processes then preconfigure an example to show on Sugar demo instance - on the basis of articulated expectations.

    We, in Integros, do not bill such efforts.

    In terms of success stories - I'd suggest reaching out to your Customer Success Manager (CSM) about examples too - the vendor might be in a position to go through their subscribers base and might find some good references.

    Have a nice weekend,

    Best Regards,
    Dmytro Chupylka
    We make work in Sugar CRM system faster, more convenient and efficient

  • Hi Ann,

    We implemented for one of our customers a Donor Management system with aggressive sales targets.

    They have volunteers and also mapped the places where the Volunteers should go and campaign.

    After sometime they were able to get a conversion metric for each place and also for each person. The donations used to be either one time or monthly and all the signups etc were tracked in SugarCRM.

    To answer your question, yes Sugar has good use for Donation Management and Volunteer / Sales Target Management and Area / Place performance metrics.

    Warm Regards

    Ram Kumar

    Ram Kumar LK

    Sr Solution Architect

  • Thanks very much Ram, this is good to know. 

  • I've worked with a variety of CRMs and businesses, customizing them to match their specific requirements. A CRM is a challenging decision that is largely based on budget. CRMS are not cheap, and if you choose one that can be customized to your needs, costs can quickly mount. You can easily spend $5,000 to $100,000 per year on a non-profit organization. I've seen non-profits with annual costs in the millions of dollars.

    Starting using Excel, Google Sheets, or even Airtable is the best way to begin. If you do this for a while, you'll see that as you design it to satisfy your wants, certain needs will emerge. It will also give you a form that is appropriate for your flow. Once you've got that, and if those sheets aren't cutting it, it's time to upgrade to a CRM. You'll then have a fundamental understanding of the procedure and needs you'll need, which is crucial when paying for one. If a low-cost CRM fails to meet any one of these requirements, it can be a waste of money.

    Life is a Gift