CRM+

Build Lifelong Relationships and Gain the Support You Need

Constituent Relationship Management

  • Manage the entire lead-to-donor lifecycle with a single, unified set of tools.
  • Better manage and cultivate important relationships with a 360-degree view of all constituents.
  • Capture all constituent transactions through all touch points, including ecommerce, campaigns, call centre transactions and gain a real-time view into status and history.
  • Identify and target prospects for highly focused, personalised campaigns, promotions and communications.
  • Establish customised workflows and processes to match the needs of your organisation.
  • Track all actions, from intake to closure.

Marketing and Outreach

  • Build rich profiles that can be used to create highly targeted and personalised communications.
  • Create landing pages with an easy-to-use, drag and drop interface. Build reusable templates to create a consistent look and feel.
  • Capture donor leads directly from your website and populate CRM automatically in real-time.
  • Analyse campaign statistics and ROI from the start of the marketing campaign to the final transaction.
  • Integrate with your other lead generating tools for global outreach.

Business Impact

Enhance Donor Retention and Satisfaction

Build lifelong relationships and gain the support you need.

Increase Sustainability

Understand your constituent's lifetime value.

Improve Marketing Effectives and ROI

Make more educated decisions about your marketing spend—targeting highest return avenues and donor segments.

Get All the Details in NetSuite CRM+

Learn more

Fundraising

Achieve Financial Sustainability and Accelerate the Pledge-to-Payment Cycle

Fundraising and Donor Management

  • Manage the complete donation cycle, from pledge to payment.
  • Accept and process donations online, automate recurring donation schedules and standardise your donation processes.
  • Capture pledges and immediately route to the appropriate development resource for standard or personalised follow-up.
  • Streamline and automate your grants prospecting processes.
  • Automate membership billing, establish flexible billing and payment schedules and manage all transactions and routings with a single solution.

Business Impact

Increase Average Gift Size

Automate the gift-to-cash lifecycle and make giving easy.

Speed Pipeline Velocity

Accelerate the pledge-to-cash cycle.

Improve Billing Accuracy

Boost staff efficiencies and reduce revenue leakage.

NetSuite for Nonprofit Organisations

Learn more

Financial

Real-Time Finance and Accounting for Nonprofits

Core Accounting

  • Manage finance and accounting with comprehensive features, including GL, AR, AP, cash management, fixed assets and real-time financial reporting.
  • Automate financial processes and improve productivity.
  • Close with confidence and report financials quickly and accurately.
  • Ensure proper security, support compliance and gain complete audit trail visibility.

Flexible Nonprofit Finance and Accounting

  • Achieve greater accountability and streamline fund accounting and grants management processes.
  • Allocate costs and track and report across line items, grants, funds, programs and projects.
  • Track restricted and unrestricted funds; differentiate between fully obligated and committed funds, and report against any imposed restrictions.
  • Establish, track and manage encumbrances and establish spend controls.
  • Track and report restricted funding with the Urban Institute's Unified Chart of Accounts (UCOA) recommended process.
  • Create custom charity reports such as a FASB 117 & 118 compliant statement of financial position.

Global Financial Management

  • Adjust for currency, taxation and legal compliance differences at the local level, with regional and global business consolidation and rollup.
  • Global CRM provides visibility into every aspect of your multinational organisation, even with multiple languages and currencies, including forecasts and campaigns.
  • Manage inventory and fulfilment across multiple locations.
  • Run multi-store/multi-country/multi-site ecommerce with country-specific web stores and websites managed from a single NetSuite account.

Business Impact

Streamline the Back Office

Automate transactions and reduce manual data entry.

Close with Confidence

Accelerate the financial close and maintain compliance.

Faster Insight

Gain real-time access to the financial and operational performance of your organisation.

NetSuite ERP

Learn more

Expenses

Gain Complete Visibility Into Spend

Spend Management

  • From acquisition through payment, automate the complete procurement process for goods and services.
  • Accept a variety of credit and debit card types and other electronic forms of payment for online payment processing needs.
  • Establish budget and spend controls to ensure compliance with policies.
  • Maximise the accuracy and timeliness of your timesheet and expense processes with online self-service tools.
  • Gain real-time visibility into the spending trends across your organisation.
  • Effectively track and manage detailed costs associated with grants and funds.

Business Impact

Control Spend

Automate the procure-to-pay process and drive greater visibility into spend.

Ensure Compliance

Configure requirements, authorisations and approvals.

Engage Users

Make it easy for users to engage with the system with a simple, intuitive user interface.

NetSuite's Procure to Pay

Watch now

Budgeting

Budget, Forecast and Manage

Financial Planning

  • Model and evaluate unlimited "what if" scenarios by fund, grant, program, campaigns—and update forecasts as needed.
  • Establish rolling 12-month forecasts and analyze variance between actuals versus project results.
  • Create and consolidate driver-based plans with customised data entry sheets and reusable formulas and allocation methods.
  • Provide self-service and easy-to-use reporting across the organisation.

Business Impact

Improve Stewardship

Collect inputs and assumptions, review iterations and present consolidated results in a timely manner.

Speed Decision Making

Drill across budget, forecast and actuals to see the impact on performance in real time.

Align the Organisation

Centralise your budget with forecast and actual information in one place, providing a single version of the truth.

Ecommerce

Accept Donations and Sell Online

Ecommerce for Nonprofits

  • Easily create a full-featured, customisable online store that seamlessly integrates with accounting, marketing, order and inventory management.
  • Accept payments from multiple revenue sources, including donor contributions, membership dues, program fees and fundraising events.
  • Accept fixed or variable donations online and allow the donor to choose the amount they want to donate.
  • Easily manage orders from multiple channels, such as online and phone, all in one place.
  • Track and manage end-to-end physical inventory and distribution including shipping, receiving and returns. Track orders door-to-door directly in NetSuite.

Business Impact

Grow Lifetime Value

Get a single cross-channel view of your supporters to provide consistent and personalised service and grow lifetime value.

Engage Your Supporters

Increase user engagement with personalised marketing and promotions.

Increase Average Gift Size

Generate additional sources of revenue with online pledges, donations, dues and sales of goods and services.

NetSuite SuiteCommerce

Learn more

Reporting

Increase Accountability, Stewardship and Transparency

Nonprofit Analytics and Reporting

  • Create nonprofit reports including State of Financial Position, Activities, Cash Flows, Functional Expenses and the Form 990.
  • Ensure compliance and accommodate diverse donor/funder requirements with easy and timely customised reporting.
  • Create reports and dashboards that combine operational and financial data and KPI's.
  • Analyse statistical measures and results for each department, location, funder/donor and more.
  • Gain instant, real-time visibility for all key stakeholders, from high level summaries down to the underlying transactions.
  • Ensure compliance and minimise risk with robust security, segregation of duties and fully auditable business processes.

Business Impact

Establish Stewardship

Demonstrate greater accountability of funds with automated workflows, internal controls and detailed reporting.

Improve Decision Making

Drive better, faster decision-making with real-time data and reporting, and personalised dashboards.

NetSuite Business Intelligence

Watch now

Global

Expand Your Mission Globally

NetSuite OneWorld

  • Adjust for currency, taxation and legal compliance differences at the local level, with regional and global business consolidation and rollup.
  • Global CRM provides visibility into every aspect of your multinational organisation, even with multiple languages and currencies, including forecasts and campaigns.
  • Manage inventory and fulfilment across multiple locations.
  • Run multi-store/multi-country/multi-site ecommerce with country-specific web stores and websites managed from a single NetSuite account.

Business Impact

Increase Efficiencies

Manage your entire global operations on a single unified platform.

Speed Financial Close

Real-time management and financial automation capabilities can significantly reduce time to close.

Enhance Business Visibility

Role-based dashboards provide instant insight across the hierarchy of subsidiaries.

NetSuite for Nonprofit Organisations

Learn more