Empower Your NGO with CRM & Project Management Solutions

Streamline operations, enhance donor relations, and efficiently manage projects with our integrated CRM and Project Management Solutions designed specifically for NGOs. Boost productivity, track resources, and maximize impact with a unified platform.

Secure

Your information is securely encrypted with TLS.

360 View

Holistic Task View enhances efficiency and ensures clear accountability across your team.

Customizable Notifications

Customize your alert settings to receive updates and reminders that are most relevant to your tasks.

Automated Task Recurrence

Automatically repeat tasks at set intervals to keep your schedule organized and timely.

Empowering Non-Profits with Smart CRM Solutions for Greater Impact

Empowering non-profits to achieve their mission with smarter CRM solutions designed specifically for their needs. From managing donor relationships and tracking fundraising campaigns to streamlining volunteer coordination, our CRM ensures you focus more on creating impact and less on administrative tasks. Simplify your operations, enhance engagement, and measure your success with tools built to support your cause every step of the way.

 

Donor Management Challenges

Pain Point: Keeping track of donor information, donation history, and preferences can be overwhelming, especially when scaling up.

How It Benefits You
  1. Centralized Donor Profiles: A unified database to manage donor info, donation history, preferences, and communications.
  2. Donor Reports: Generate reports on donation trends, totals, and retention.
  3. Automated Acknowledgment & Thank You Emails: Send personalized thank-you emails automatically after each donation.
  4. Recurring Donation Setup: Enable donors to set up and track recurring donations automatically.

Event Management

Pain Point: Difficulty organizing and promoting events like fundraisers, awareness campaigns, and community programs.

How It Benefits You
  1. Allowing the creation of detailed invoices that include breakdowns of labor, materials, and any additional expenses.
  2. Enabling customized payment schedules, such as milestone or stage-based invoicing, that align with project progress.
  3. Offering templates for standardized and professional invoices, improving consistency.
  4. Tracking payment statuses and automating reminders for outstanding payments to streamline cash flow.

Marketing and Client Retention

Maintaining client relationships post-project completion and securing repeat business can be challenging without consistent follow-ups.

How It Benefits You
  1. Target the Audience – Segment and reach the right audience for more relevant campaigns.
  2. Personalized Templates – Use dynamic templates to tailor messages for better engagement.
  3. Multi-Channel Communication – Communicate via WhatsApp and email for seamless client interactions.
  4. Delivery Status Tracking – Track campaign delivery to ensure messages reach recipients.

Website Building

Pain Point: Website Building Can Be Complex and Time-Consuming, Especially When Scaling.

How It Benefits You
  1. Easy-to-Use Website Builder: Provide a drag-and-drop website builder that requires no coding skills.
  2. Mobile Optimization: Ensure all websites are automatically responsive to various screen sizes.
  3. SEO Tools: Include built-in SEO tools to help NGOs optimize their content for search engines.
  4. Built-in Animations: Enhance Your Website with Easy, Engaging Visual Effects.

Campaign Module

Organizations running multiple campaigns at once often find it difficult to track progress, engage supporters, and measure results effectively. Without the right tools, they risk missing opportunities and falling short of their goals.

How It Benefits You
  1. Target the Audience – Segment and reach the right audience for more relevant campaigns.
  2. Email and Social Media Outreach: Automate campaign promotion through email and social platforms.
  3. Campaign Planning and Management: Streamline campaign creation, set goals, assign teams, and define timelines.
  4. Delivery Status Tracking – Track campaign delivery to ensure messages reach recipients.

FAQs

Category: All about CRM

Absolutely. Webtrix24 CRM integrates with WhatsApp so you can send messages, invoices, and reminders directly to customers. It also supports GST-compliant invoicing with automatic tax calculations and payment tracking, making it ideal for Indian businesses.

Category: All about CRM

Yes. Webtrix24 CRM is built especially for small and medium businesses in India that want to simplify daily operations without hiring a tech team. It’s easy to set up, requires no coding, and offers flexible pricing — including a free lifetime plan for startups.

Category: All about CRM

Webtrix24 CRM is an all-in-one customer relationship management platform designed to help businesses manage leads, customers, tasks, invoicing, and WhatsApp communication from one place. It automates follow-ups, tracks payments, and gives you a 360-degree view of your customers — helping you save time and grow faster.

Category: All about CRM

Unlike generic CRMs, Webtrix24 is tailored for Indian business needs — combining lead management, billing, tasks, WhatsApp integration, and analytics in one platform. It’s affordable, customizable, and designed to help you focus on business growth instead of manual work.

Discover How Webtrix24 Can Streamline Your Business and Provide Clear Insights Free Training and Implementation Support

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