Turn operational chaos into reliable systems for Australian not-for-profits
Stop losing enquiries to email chaos. Stop scrambling for funder reports. CRM for NFP gives you one place for intake, case management, compliance, and stakeholder engagement—built on Microsoft Dynamics 365.
What is CRM for NFP? A Microsoft Dynamics 365-based customer relationship management system purpose-built for Australian not-for-profit organisations, providing unified intake, case management, program delivery, funder reporting, and stakeholder engagement capabilities with Australian data hosting and compliance-ready architecture.
No hard sell. Just a practical conversation about your needs.
Built on Microsoft Dynamics 365 & Power Platform
Enterprise-grade infrastructure trusted by regulated sectors worldwide. Australian data hosting, enterprise security, and proven scalability without the cost and risk of custom builds.
Screens you'll see in a walkthrough
Choose the modules you need
See your work queue and priorities
Generate board-ready reports
Who it's for
Australian NFPs managing complex stakeholder relationships, compliance obligations, and funder reporting
Community Services
Client intake, case tracking, service coordination, evidence capture for funders
Membership Organisations
Member engagement, renewals, events, communications, subscription management
Peak Bodies
Multi-stakeholder coordination, advocacy campaigns, sector representation
Advocacy Groups
Campaign management, supporter engagement, impact tracking, donor stewardship
Typical outcomes after 3-6 months
Faster intake response times
Enquiries no longer lost in email. Clear ownership. SLA tracking. Automated routing to the right team.
Less time on funder reports
Evidence captured as you go. Data already structured. Reports pull from real records, not manual summaries.
Audit trail coverage
Every access logged. Every change tracked. Compliance questions answered in minutes, not days.
Modular architecture—start small, add as you grow
You don't need every module on day one. Start with intake and case management. Add compliance when funders ask. Expand to memberships when ready.
Intake & Enquiries
Multi-channel dashboard. Auto-routing. SLA tracking. No more lost enquiries.
Client & Case Management
One profile. Multiple roles. Full interaction history. Vulnerable client flags.
Compliance & Reporting
Risk register. Audit trails. Evidence chain. Board-ready reports.
Funding & Grants
Track funding sources. Link deliverables to activities. Prove outcomes.
Communications
Consent management. Segmentation. Mailchimp replacement via Dynamics 365 Journeys.
Memberships
Membership types. Renewals. Events. Payment via Stripe. Self-service portal.
Built on technology you already use
Microsoft Dynamics 365
Enterprise CRM platform trusted by organisations worldwide. Not a startup tool—a proven platform with 20+ years of development.
Power Platform
Works seamlessly with Outlook (email sync), Teams (collaboration), SharePoint (documents), and Power Pages (client portal).
Ready to see how it works for your organisation?
Book a 30-minute conversation. We'll ask about your current challenges and show you the parts of the system that matter most to you.
No pressure. No sales pitch. Just a practical discussion about whether this fits your needs.