Goodworld’s Impact CRM is a world-class system designed to help organizations and changemakers, particularly nonprofits and social enterprises, manage and track their stakeholders and impact-related activities. Unlike traditional CRMs, which focus primarily on sales, marketing, and customer interactions, Goodworld’s Impact CRM is tailored to track activity metrics, constituent profiles and also demonstrates the social, environmental, or community benefits an organization generates.
It's a Super CRM
Our platform was built to ensure that organizations are making measurable progress toward their mission. But, Goodworld is more than a donor CRM. It helps you maintain accountability, engagement and performance across donors, partners, and the communities you serve, while also improving efficiency and effectiveness in achieving your goals.
A donor CRM and an impact CRM both serve organizations focused on social good, but they differ in their primary functions and features. Here's a breakdown of the key differences:
Donor CRM: Primarily focuses on managing relationships with donors, fundraising efforts, and donation tracking. It helps organizations engage with donors, track donations, manage donor communications, and analyze fundraising performance.
Impact CRM: Goes beyond donor management to track and measure the actual social, environmental, or community impact of the organization’s activities. It focuses on how well the organization is achieving its mission and the outcomes of its programs.
Goodworld’s impact CRM is the best of both worlds.
Key Features
Impact Tracking: Allows organizations to define, track, and report on specific impact metrics, such as attributions to campaigns, fundraisers and events.
Community Management: Manages relationships with donors, volunteers, beneficiaries, partners, and other key stakeholders involved in the organization’s mission. Admins can segment communities with groups and tags.
Fund Management: Helps track and manage donations, grants, and other forms of funding, ensuring that resources are used effectively and transparently. Admins can manage the way funds are designated to different programs and create separate GAUs, chapters and bank accounts.
Campaign Management: Helps track and manage donations, grants, and other forms of funding, ensuring that resources are used effectively and transparently. Admins can manage the way funds are designated to different programs and create separate GAUs, chapters and bank accounts.
Campaign and Event Management: Helps plan and execute campaigns and events (fundraising, awareness, volunteer recruitment, etc.) with a focus on maximizing social impact rather than just financial returns.
Reporting: Provides tools to generate reports that can be shared with stakeholders, demonstrating the organization’s progress towards its mission and the tangible impact it is creating.
Communications Tools: Provides tools for personalized donor communication, such as email marketing and automated thank you notes.
Impact Tracking
Impact tracking is a key function of Goodworld’s Impact CRM. Organizations can define, track, and report on specific impact metrics. It allows for donations and engagement to be attributed to funds, programs, campaigns, fundraisers and events. By tracking these metrics in real time, organizations can effectively measure their impact and generate detailed reports to showcase outcomes to stakeholders.
Importing Donation History
To import donation history into Goodworld's Impact CRM, follow these steps:
Prepare Your Data
Ensure your donation history data is formatted correctly in a CSVl file. The file should include necessary columns such as donor name, donation amount, date of donation, and any relevant notes or categories.
Double-check that all data is accurate and matches the fields required by Goodworld’s CRM.
Log into Goodworld's Impact CRM
Access your account by logging in to Goodworld’s platform.
Navigate to the Import Tool:
From the dashboard, go to the "Donations" tab.
Select the "Import CSV" button
Upload Your File:
Click on the option to upload your prepared CSV file.
Select your file and upload it to the system.
Map Your Fields:
The system will prompt you to map the columns in your file to the corresponding fields in Goodworld’s CRM. For example, map the "Donor First Name" column in your file to the "First Name" field in the CRM.
Review the mappings to ensure accuracy.
Generate Groups for any additional fields that do not have native field correlations in Goodworld.
Review and Confirm Import:
Before finalizing, review the mapped data for any errors or discrepancies.
Once confirmed, click the “Confirm” button to begin the import process and skip any fields that don’t need to be mapped.
Verify the Imported Data:
After the import is complete, review the donation records in the CRM to ensure all data has been correctly imported and is reflected accurately in the system.
Finalize and Save:
If everything looks correct, finalize the import process and save the records.
Optionally, notify relevant team members that the donation history has been successfully imported.
By following these steps, you can efficiently transfer your donation history into Goodworld's Impact CRM, ensuring your data is up-to-date and easily accessible for future reporting and analysis.
Real Time Reports
Goodworld's dashboard offers powerful real-time reporting capabilities, enabling users to generate and view reports tailored to their specific needs. The dashboard includes a variety of column filters, allowing for detailed analysis and tracking. Users can filter data by:
Amounts (above or below a certain threshold) - ensuring a focus on significant contributions.
Time and date ranges - giving insights into specific periods.
Campaign or event and fund designation - allows users to track the performance of individual initiatives.
Payment type - includes filtering by one-time, recurring, spare change, purchase, payroll pledge, GiveCards, or matching contributions.
Payment method - such as debit card, credit card, bank transfer
Status - including succeeded, pending, failed, or refunded transactions
These flexible reporting options provide a comprehensive view of fundraising efforts, helping organizations make data-driven decisions.
Community Management
Goodworld stores detailed information on individual donors, including contact details, donation history, and communication preferences. Organizations can import contact lists and use Goodworld’s groups and tags to organize and segment audiences and communities.
In the Contacts tab of the platform, admins can create new contacts by clicking on the “Create New” button. To import a list of contacts into the platform, admins can click on the three dots next to the “Create New” button and click “Import CSV”. To import contacts, admins should include the following fields in their CSV file:
First Name
Last Name
Email
Phone Number (optional)
Admins are also welcome to include any other additional columns like ZIP code or Department, which should be mapped to Groups in the mapping engine. .
The Contacts tab also functions as a dashboard so admins can sort through contacts by Total Donations, Tags, Most Recent Donation Amount, Most Recent Donation Date, Volunteer Hours, Payment Account Status and whether the contact has Recurring Donations enabled.
Groups and Tags
In our Impact CRM, groups and tag management are tools for organizing and segmenting data, such as contacts, funds, and transactions, to enhance management and reporting.
Groups:
Contact Segmentation: Organize contacts into groups like "Major Donors" or "Board Members," helping tailor communication and manage relationships.
Program or Project Grouping: Group contacts by specific programs or projects, aiding in tracking and reporting.
Geographical and Event Segmentation: Create groups based on location or event participation, improving regional or event-specific management.
Tags:
Custom Attributes: Tags allow for labeling contacts with specific characteristics like "Potential Donor" or "High Engagement."
Tracking Interests and Behaviors: Tagging stakeholders based on interests (e.g., "Climate Change") enables targeted communication.
Temporal and Cross-Program Tracking: Tags can track time-based actions (e.g., "2024 Grant Recipient") or involvement across multiple programs.
Benefits:
Enhanced Organization: Groups and tags make it easier to manage and find specific segments of data.
Targeted Communication: Enables more personalized outreach, improving engagement.
Improved Reporting: Facilitates detailed analysis of impact, stakeholder involvement, and program effectiveness.
In summary, groups help categorize data broadly, while tags offer more granular segmentation, both contributing to better data management and reporting in impact-focused organizations.
Fund Management
Within the Funds tab, admins can view and manage their database of funds, organizations and designations. Admins can create new designations by clicking on the “Create New” button and filling out the Name, Legal Name, EIN and an optional Internal Code. An organization’s EIN is the Employer identification number that is used by the Internal Revenue Service. On the Fund dashboard, admins can view the Name, Tags, Location, Total Raised, Net Amount, Pending Net, EIN and Internal Codes that are assigned to the funds. Admins can also sort by Total Raised and Names.
Campaign and Event Management
The Campaigns tab lists all of the campaigns that have been created in the platform with options to create new campaigns and export the list from this tab.. Admins can also view Templates by clicking on the “Templates” tab next to the search bar as can filter by enabled vs disabled campaigns and templates.
The Impact CRM has the capability to organize reports based on both Campaigns and Events, so admins can understand the impact of campaigns and/or events specifically or within a specific timeframe.
Learn more about our Campaign Pages, Workplace Giving and Events →
Reporting
In the Reports tab, admins can see a list of their exports along with report templates they’ve created. Admins can create a template by clicking on the “Create Template” button in the right hand corner of the Templates tab. Here, admins can customize the basic settings of a new Report Template and select the fields they wish to include in the report.
Within the Basic Settings, admins can customize:
Template Name
File Name
Export Type
Group By
Payment Method Types
Transaction Types
Statuses
Campaigns
Within the File Columns tab, admins can select from over 75 data values including:
First Name
Last Name
Email
Address
Amount
Campaign
Designation
Fees
and more…
Integrations
Goodworld integrates seamlessly with a variety of platforms and apps to empower admins to supercharge their social impact suite.
Solutions
Here’s an overview of the solutions provided by Goodworld’s Impact CRM:
Donor Management:
Donor Profiles: Centralized database for storing and managing detailed information about individual donors, including contact information, donation history, communication preferences, and personal notes.
Donation History Tracking: Records all past donations, pledges, and recurring contributions. Admins can import prior donation history into the platform to inform different campaigns.
Relationship Management: Tracks donor interactions and engagement levels.
Fundraising Campaign Management:
Campaign Planning and Execution: Tools for creating, managing, and tracking fundraising campaigns, including goal setting, timelines, and milestones.
Online Giving: Integration with online payment gateways for seamless donation processing via websites, social media, or email campaigns.
Event Management: Tools for organizing fundraising events, including ticket sales, registration management, and post-event follow-ups.
Pledge Management: Tracks pledges and follows up with donors for fulfillment. Enables recurring payments to encourage continued engagement.
Communication and Engagement:
Email Marketing: Tools for sending personalized emails to donors, including newsletters, appeals, and thank-you messages.
Automated Thank-You Notes & Payment Receipts: Automatic generation and sending of acknowledgement messages and payment receipts after donations.
Segmentation: Ability to segment donors and audiences based on criteria such as giving history, donation amount, or engagement level for targeted communications. Tagging functionality enables admins to easily create criteria for donors and stakeholders to be segmented in a specific way.
Social Media Optimization: Tools for promoting campaigns on social media to engage donors and promote fundraising initiatives.
Reporting and Analytics:
Fundraising Performance Reports: Dashboards and reports that track the progress of fundraising campaigns, donor acquisition, and retention rates.
Donor Analytics: Insights into donor behaviors, trends, and lifetime value to identify key donors and optimize strategies.
Custom Reports: Ability to create custom reports based on specific metrics or criteria relevant to the organization. Admins can create templates with customized columns to easily export reports and data.
Payment and Financial Management:
Donation Processing: Integration with payment processors to handle online and offline donations, recurring gifts, and pledges.
Financial Reporting: Tracks revenue from donations and provides reports for accounting and auditing purposes.
Tax Receipts: Automatic generation and distribution of tax receipts to donors.
Volunteer and Membership Management (Optional):
Volunteer Management: Tools to manage and track volunteer activities, shifts, and communications.
Membership Management: Features for managing membership programs, including renewals, benefits, and communication.
Impact Measurement and Tracking:
Impact Metrics Definition: Tools to define and customize the specific impact metrics relevant to the organization’s mission (e.g., number of beneficiaries served, educational outcomes, volunteer hours).
Outcome Tracking: Monitors the outcomes of programs or projects, linking them directly to the impact metrics.
Beneficiary Management: Tracks information about the groups, programs, or communities benefiting from the organization’s programs.
Stakeholder Engagement:
Stakeholder Management: Manages relationships with a broad range of stakeholders, including donors, volunteers, beneficiaries, partners, and organizational entities.
Communication Tools: Allows for targeted communication with different stakeholder groups, including updates on progress and impact.
Transparency and Accountability: Tools to share impact data and reports with stakeholders to maintain transparency and accountability.
Reporting and Analytics:
Impact Reports: Generates detailed reports on the organization’s impact, which can be used for grant applications, donor communications, and public transparency.
Dashboards: Visual dashboards that provide real-time insights into the organization’s impact metrics and program performance.
Data Visualization: Tools for creating graphs, charts, and other visual representations of impact data.
Fund Management:
Roles & Permissions: Provides accessibility to fund organizers or project leads to manage fund related activity and understand the impact they are making.
Allocation Tracking: Monitors how funds are allocated and dispersed across different campaigns.
Integration with other systems:
Salesforce Integration: World-class, two way fundraising and impact data integration.
Traffic monitoring: Integrates with platform like Google and Fathom Analytics to understand page traffic, conversion and to enrich user journey insights.
If you have questions about the Impact CRM, schedule a support call with our success team.