Non-Profit Healthcare CRM
Custom-built CRM solution for healthcare-focused non-profit organizations managing donor relationships, volunteers, and program impact.
The Challenge
A growing healthcare non-profit was managing donor relationships, volunteer coordination, and program tracking across multiple disconnected spreadsheets and tools. This fragmented approach led to data inconsistencies, missed follow-ups, and difficulty demonstrating impact to stakeholders. They needed a unified, HIPAA-compliant system that could scale with their mission.
Our Solution
We developed a comprehensive CRM platform tailored to the unique needs of healthcare non-profits. The system centralizes donor management, volunteer coordination, program tracking, and impact reporting while maintaining strict HIPAA compliance for sensitive health data.
Donor Management
Track donor history, preferences, and engagement with automated follow-ups and personalized communication workflows.
Volunteer Coordination
Manage volunteer schedules, track hours, and match skills with program needs through an intuitive interface.
Impact Reporting
Generate comprehensive reports showing program outcomes, beneficiary demographics, and ROI for grant applications.
HIPAA Compliance
Built-in security features and audit trails ensure all patient and beneficiary data meets healthcare privacy standards.
Key Features
360-degree donor profiles with giving history and preferences
Automated email campaigns and donation acknowledgments
Volunteer portal with self-service scheduling
Grant tracking and reporting tools
Program outcome measurement and analytics
Integration with payment processors and accounting software
Custom fields and workflows for organization-specific needs
Mobile app for field staff and volunteers
Role-based access control and audit logging
Automated backup and disaster recovery
Results
Increase in donor retention
Saved per week on admin tasks
In grants secured with reports
Technology Stack
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