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Manage People

A nonprofit CRM that brings every relationship into focus.

Keep supporters, donors, volunteers, members, partners, sponsors, families, companies, and community contacts organized in one connected system. More Good Together gives your team the context it needs to build stronger relationships and take the right next action.

Manage People dashboard / contact directory

The challenge

Nonprofit teams often store contact information across spreadsheets, email platforms, donation tools, event systems, and personal notes. That makes it difficult to understand the full relationship, coordinate follow-up, or trust that records are current.

The More Good Together approach

More Good Together creates a shared source of truth for every person and organization. Each profile brings together contact information, relationships, activities, communication, donations, programs, events, volunteer participation, memberships, documents, notes, tasks, and engagement history.

Key benefits

Understand, organize, and act on every relationship.

See the complete relationship

Open one profile to understand who a person is, how they are connected, and every meaningful interaction with your organization.

Keep records clean and useful

Use duplicate detection, customizable fields, tags, categories, and status values to maintain accurate information.

Organize households and organizations

Connect individuals to families, employers, partner organizations, sponsors, and other relationships.

Segment the right audience

Build saved lists using contact type, location, interests, engagement, giving, participation, tags, or custom fields.

Coordinate team follow-up

Assign record owners, create tasks, add notes, schedule reminders, and maintain a clear interaction history.

Communicate with context

Send relevant email, SMS, or WhatsApp messages based on preferences, consent, interests, and engagement.

Feature details

Everything your team needs in one connected CRM.

Individual and organization profiles

Manage people, households, companies, foundations, schools, partners, sponsors, vendors, and community groups.

360-degree contact timeline

View donations, volunteer hours, event attendance, program participation, memberships, communications, notes, tasks, and files.

Custom fields and layouts

Configure fields and sections to reflect the data your nonprofit needs to collect.

Tags, categories, and segments

Organize records and create targeted groups for outreach, reporting, and follow-up.

Relationship mapping

Connect family members, employees, board members, donors, volunteers, beneficiaries, and partner organizations.

Data import and export

Move information from spreadsheets or other systems with structured templates and validation.

Consent and communication preferences

Track opt-in status, preferred channels, subscriptions, and do-not-contact requirements.

Tasks, notes, and record ownership

Create accountability for stewardship, outreach, applications, and relationship management.

Duplicate management

Identify and merge duplicate records while preserving important history.

Role-based access

Control which users can view, add, edit, export, or manage sensitive records.

Product walkthrough

See it in action.

Placeholder captures below — swap each for an approved product screenshot before publishing.

Contact directory and filters

Show how users search, filter, sort, tag, segment, and manage contacts across every record type.

360-degree contact profile

Demonstrate the complete relationship timeline with donations, volunteering, events, notes, and tasks.

Create or edit contact

Show flexible data capture for individuals and organizations with preferences, tags, and custom fields.
Use cases

How nonprofit teams use it.

  • Replace disconnected contact spreadsheets with a shared CRM.
  • Prepare for donor, volunteer, member, or partner conversations with complete context.
  • Create targeted communication lists for appeals, newsletters, events, and programs.
  • Track follow-up after meetings, calls, applications, referrals, or community outreach.
  • Understand engagement across fundraising, programs, volunteering, events, and memberships.
One connected platform

Everything your team needs to understand, engage, and support the people behind your mission.

Built for nonprofit relationships — not just sales pipelines. More Good Together connects people directly to the mission activities they support and participate in.

Bring every relationship into one connected platform.

Give your team the clarity to communicate personally, follow up consistently, and grow community engagement.