
Free CRM for nonprofits: sponsors, partners and major gifts
Track corporate sponsors, partners and major-gift prospects from first conversation to commitment.
Free for nonprofits. The lead finder and signals are on Pro.
| Name | Company | Title | Deal stage | Last activity | Owner | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Anne Fox | Greenfield Bank | CSR | anne.fox@greenfieldbank.com | Identified | Today | Sara Collins | ||||
Priya Shah | Greenfield Bank | Operations manager | priya.shah@greenfieldbank.com | Identified | 2 days ago | Sara Collins | ||||
Ben Roy | Atlas Foundation | Prog. officer | ben.roy@atlasfoundation.com | First meeting | Yesterday | Tom Becker | ||||
Marcus Webb | Atlas Foundation | Finance lead | marcus.webb@atlasfoundation.com | First meeting | 3 days ago | Tom Becker | ||||
Zoe Kim | Lumen Software | Comm. | zoe.kim@lumensoftware.com | Proposal | 2 days ago | Mia Chen | ||||
Elena Rossi | Lumen Software | Office manager | elena.rossi@lumensoftware.com | Proposal | Last week | Mia Chen | ||||
Sid Rao | Harbor Rotary | Chair | sid.rao@harborrotary.com | Pledged | 3 days ago | Sara Collins | ||||
Tom Alvarez | Harbor Rotary | Partner | tom.alvarez@harborrotary.com | Pledged | Today | Sara Collins | ||||
| Count 8 |
Your contacts, with their company, deal stage and last activity. Example data.
Track corporate sponsors, partners and major-gift prospects from first conversation to commitment. Built around how nonprofits actually sell, so you start from your own stages instead of a blank page.
Your pipeline, in your stages
Deals move through the stages nonprofits actually use. Drag a deal, and its forecast and reports follow.
Example data.
The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.
01Find
People from one sentence
Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.




| Name | Title | Company | Location | Fit | Status | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Camille Roux | Head of Sales | Northgate Logistics | camille.roux@northgate.io | Lyon, France | High | New | ||||
Jake Morrison | VP Sales | Ironbridge Freight | j.morrison@ironbridge.com | Chicago, USA | High | New | ||||
Sofia Marino | Sales Director | Portline | sofia@portline.eu | Milan, Italy | High | New | ||||
Jonas Weber | Head of Business Development | Kargo Systems | jonas.weber@kargo.de | Hamburg, Germany | High | In CRM | ||||
| Count 4 |
Every feature, and which plan has it
Pro includes everything in Starter.
- Companies and peopleStarterEvery email, meeting, note and file on the record.
- Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
- Tasks and remindersStarterA next step on every record and one list for the day.
- Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
- Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
- Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
- Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
- ImportStarterBring contacts and companies in from Excel or CSV.
- LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
- Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
- EnrichmentProFill in the company, website and LinkedIn page for the people you add.
- SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
- Replies inboxProReplies sorted by intent, so the ones that matter come first.
- AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
- AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
- Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.
And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use
Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links
Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting
Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record
Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business
Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions
Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

| Who | What | When | ||||
|---|---|---|---|---|---|---|
Admin | Changed the Sales rep role | now | ||||
Sara Collins | Exported 120 people | 7m | ||||
Automation | Saved a Gmail draft | 14m | ||||
Tom Becker | Added 5 people to a sequence | 21m | ||||
Sara Collins | Moved Northgate to Proposal | 28m | ||||
Sara Collins | Created a tracker | 35m | ||||
Tom Becker | Merged two companies | 42m | ||||
| Count 7 |
An audit log of everything
Every action by every person and automation, searchable and exportable.
What Rodok does for nonprofits
A clear line between what is in the product and what is not, so you can decide in a minute.
Covered
- Sponsor and partner prospects as a pipeline
- Email and calendar next to each contact
- Follow-up and stewardship reminders
- Pledge totals in reports
Not what Rodok is for
- Donor databases and gift receipting
- Online giving and events
- Grant reporting
Pricing
Seats are included, and credits cover signals, lead lists and AI.
Rodok gives nonprofits the CRM free: companies, people, deals, email and calendar sync, reminders, booking links, reports and team chat. The lead finder and LinkedIn signals are part of Pro and are not included.
Book a demo to get set up3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.
Start with ProA CRM for nonprofits can mean two different tools. One is a donor database that records every gift and prints tax receipts. The other tracks relationships you are still building: corporate sponsors, partner organizations and major-gift prospects. Rodok is the second kind, and it is free for nonprofits. It is a sales CRM, so it fits that prospecting side and does not replace a donor database.
Two jobs, two tools
| Job | What it needs | Where Rodok fits |
|---|---|---|
| Donor records | Gift history, receipts, recurring donations, online giving forms, grant reporting | Not a fit. Use a donor-management tool built for this. |
| Sponsor and partner pipeline | Companies, contacts, asks with amounts and dates, reminders, email history | A fit. This is what Rodok does. |
| Major-gift prospecting | A short list of people, notes from every conversation, the next step | A fit, with people as records and each ask as a deal. |
If you need receipting or reporting for thousands of small donors, choose a donor-management tool first. If your pain is "who is talking to that company and when do we follow up?", read on.
How fundraising and partnerships are actually worked
The buyer here is a giver: a company's community-relations or marketing lead, a foundation officer, or an individual with the means to give a large gift. Cycles are uneven. A corporate sponsorship is usually decided around the company's budget year or a specific event. A major gift is a long relationship before any ask.
Stages nonprofits commonly use, which you can rename to match yours:
- Corporate partnerships: Identified, Intro meeting, Proposal sent, Verbal yes, Agreement signed, Activation, Renewal.
- Major gifts: Identified, Qualified, Cultivation, Ask, Pledged, Paid, Stewardship.
In Rodok each ask becomes a deal with an amount and an expected close date, so a pledge shows up in the pipeline and in the forecast report. A deal is "won" when the pledge is made, and you decide what you count.
Follow-up rhythm matters more than the tool. Thank people within days of a gift or signed agreement. Keep cultivation light: an event invitation or a short update. Set a reminder before a sponsor's budget is planned so your proposal arrives early.
What to look for
- Companies and people linked together, so you can see every contact at a sponsor and your whole history with them.
- Your own stages and a close date on every ask, so the forecast shows what is expected and what is stale.
- Email and calendar sync, so conversations with prospects attach to the record without copy and paste.
- Reminders and notes, because major gifts are won on memory: the daughter's name, the cause they care about.
Rodok gives nonprofits this CRM for free: companies, people, deals, Gmail and Outlook sync, calendar, booking links, reports and team chat. The free nonprofit CRM does not include the lead finder or LinkedIn signals, which are part of Pro ($79 for 3 seats). To get set up, book a demo and say you are a nonprofit.
Public events that precede a sponsorship or gift
Rodok Pro can watch LinkedIn for moments like these, and the free nonprofit CRM does not include it. Rodok cannot see private giving or wealth data.
- A company names a new community-relations or corporate-responsibility lead. Tracker: "people who started as head of community relations or corporate social responsibility at companies in Ohio in the last 90 days."
- A company posts about a giving program, a volunteer day or a community grant. Tracker: "LinkedIn posts from companies announcing community grants or employee volunteer programs in my region."
- A company opens a new site in your service area. New neighbors often look for local partners. See new office or market.
- A prospect joins a board or takes a new executive role. Tracker: "people who started a new role as CEO or president at companies in my city." See new executive.
- A calendar moment. GivingTuesday falls on December 1, 2026, so sponsor conversations tied to year-end giving start well before it.
A first message example
This is an example, not a template to paste.
Hi Priya, congratulations on starting as community partnerships lead at Northgate Logistics. We run a youth coding program a few miles from your new distribution center, and I would love to show you what a local partner could do before your next budget is set. Is a 20-minute call next week possible?
It names a recent event and makes one small ask. Write to people about their business role, and follow the email rules where you and they are located.
Where Rodok fits and where it does not
Rodok fits the sponsor, partner and major-gift prospecting side. It does not do receipting, recurring gifts, online donation forms, grant reporting, volunteer management or a donor database with giving history for thousands of people. Do not try to run those in it.
Frequently asked questions
What is the best CRM for nonprofits?
It depends on the job. For donor records and receipts, pick a donor-management tool. For tracking sponsors, partners and major-gift prospects, a sales CRM like Rodok works well, and many nonprofits use one of each.
Is there a free CRM for nonprofits?
Yes. Rodok gives nonprofits its CRM for free, without the lead finder and LinkedIn signals, which are part of Pro. Book a demo and say you are a nonprofit to get set up. Other vendors may also offer free plans or nonprofit discounts, but I have not verified any, so check their pages directly.
Can I track pledges in Rodok?
Yes, as deals with an amount and an expected date, so they appear in your pipeline and forecast. Rodok does not issue receipts or process payments, so record the actual gift in the system you use for that.
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