Dear associations, equip yourself with CRM to serve your cause! [Comparative 2025]

What's the best CRM software for an association? Well, it all depends on the association!

According to INSEE in 2018, there are around 1.3 million active associations in France . Of these, 75% manage an annual budget of less than €10,000 and 1.3% have a budget of more than €500,000, accounting for 71.2% of the national budget.

The survey also reveals that the voluntary sector is driven by more than 16 million volunteers, but only 170,000 associations are employers, the richest, and share 2.2 million employees.

So it's clear that the size and budget of an association, from a small neighbourhood sports club to a large public interest organisation, has a major influence on its CRM needs.

Here is our selection of a few CRM solutions dedicated to associations of all sizes, for managing donations and contacts, among other things!

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TOP 6 of the best CRM software for your association

Assoconnect

Assoconnect is a CRM solution dedicated to associations, designed to centralise all their management in a single, simple and comprehensive tool. Designed by former association managers, the platform is suitable for all sizes of organisation: from small neighbourhood associations to multi-site national federations.

This CRM is more than just a contact database. It can be used to manage the entire life of an association: membership management, donation campaigns, accounting, website, emails, events, tax receipts, etc. The interface is fluid, the automation advanced, and the regular updates show that we are truly listening to the needs of the field.

✅ In terms of pure CRM, Assoconnect lets you :

• Track every interaction with a member (payment, donation, participation, email, etc.)
• Automatically remind members of overdue contributions
• Segment its database to target the right messages
• Personalise donation campaigns according to profile
• Grant differentiated access to local branches while maintaining control at central level

And all without switching from one tool to another: everything is integrated, from emailing and blogging to automatic receipts and online payment.

👉 As far as pricing is concerned, the pleasant surprise is that Assoconnect offers a free package, ideal for getting started or testing. It includes membership management, campaign creation and online payment. Thereafter, prices are graduated according to the number of contacts and features:

• Serenity" plan: from €26/month (for 50 contacts),
• Professional" plan: from €104/month (for 300 contacts).

AssoConnect

+200 reviews

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All-in-one management solution for associations

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Eudonet

Eudonet is a professional, multi-sector CRM aimed at large companies as well as foundations, NGOs and professional associations. Thanks to dedicated modules, the solution offers a tailor-made approach for the non-profit sector, with extensive, results-oriented functional coverage.

Eudonet is more than just a contact manager: it can be used to structure your donation campaigns, mobilise your donors, track compensation and sponsorship agreements, and also enhance the value of your volunteers by tracking their actions, skills and availability.

✅ For professional associations, Eudonet goes even further:

• Management of social or legal requests
• Automatic assignment to the right contacts
• Monitoring of mandates in representative bodies

In terms of pure CRM, the two verticals (generalist and pro) share powerful functions:

• Advanced segmentation of members and donors
• Multi-channel campaigns (email, SMS, social networks)
• Clear dashboards for tracking performance
• And a comprehensive API (Eudo API) for connecting your in-house or third-party tools.

Eudonet also focuses on stakeholder autonomy, with a secure web portal where donors, members and volunteers can consult their information, download documents or talk to staff.

The CRM can be customised thanks to the Eudo Store, a marketplace of extensions that allow the platform to be adapted to each association, even the most complex ones.

👉 In terms of price, the solution is clearly positioned as a premium CRM:

• Access" plan: from €40/month per user,
• Essential" plan: from €70/month per user,
• Pro" plan: from €100/month per user,
• Premier" Plan: from €130/month per user.

Eudonet CRM

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Maximise Client Relationships with Advanced CRM

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Nonprofit Success Pack from Salesforce

Salesforce needs no introduction: it is one of the world's CRM giants. What is less well known is that it also offers a solution dedicated to non-profit organisations: the Nonprofit Success Pack (NPSP). Designed in conjunction with thousands of NGOs, this CRM is based on the power of the Salesforce platform, while being adapted to the specific needs of the not-for-profit sector.

The NPSP is a free open source overlay installed on Sales Cloud. It transforms a corporate CRM into a cutting-edge tool for non-profit organisations, managing donations, campaigns, volunteers, institutional relations, etc. All of which can be customised in the extreme to align with the reality on the ground for each organisation.

✅ In terms of functionality, the NPSP enables you to :

• Manage recurring, one-off and in-kind donations, with detailed tracking
• Centralise member, donor and volunteer profiles, even if they belong to several programmes
• Organise and prioritise fundraising campaigns, action programmes or social services
• Create bespoke reports and dashboards to monitor performance (over 60 basic inclusions)
• Connect online donation forms with integrated payments
• And synchronise your favourite tools (Mailchimp, Outlook, etc.)

The real plus? The Power of Us programme. If your organisation is eligible, Salesforce will give you 10 free licences, significant discounts on additional subscriptions and access to a global community of over 47,000 organisations to share best practice and solutions.

👉 On the pricing side, NPSP is free, but it's based on a paid edition of Salesforce Cloud:

• Nonprofit Cloud - Enterprise: from €60/user/month,
• Nonprofit Cloud - Unlimited: from €100/user/month,
• Nonprofit Cloud Einstein 1 for sales: from €300/user/month,
• Nonprofit Cloud Einstein 1 for customer service: from €300/user/month.

Nonprofit Success Pack

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Enhance Fundraising with Nonprofit Management Tools

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Ohme

Ohme is a CRM designed exclusively for associations, with a real focus on helping teams - large and small - to better understand, segment and mobilise their communities. Its promise? An intelligent contact database, linked to your day-to-day tools, for greater efficiency without complexity.

Designed for communications managers, fundraisers and administrators, the solution centralises contacts, payments, donations, campaigns and forms in a simple, visual and well-structured interface. You can connect Ohme to your emailing, payment (such as HelloAsso) or event management tools, without having to juggle 10 different applications.

✅ Its key features are :

• Centralisation of all your member and donor data, with a complete history
• Dynamic segmentation using labels, groups and advanced filters
• Seamless integration with HelloAsso: form information is directly synchronised
• Tax receipts generated and sent automatically
• Track engagement, donations and email campaigns via a clear dashboard
• Automatic or manual addition of contacts from your other apps

Ohme focuses on community loyalty: the tool detects the key moments to follow up, thank or re-engage your audiences - making it a real ally in building long-term relationships.

Ohme offers a free 'Discovery' package. Paid offers are simple and progressive, based on the association's annual budget (with no limit on the number of users):

• 20 € per month if your budget is < 100 000 €,
• 30 per month if your budget is < €200,000, etc.

VerticalSoft

VerticalSoft has positioned itself as a top-of-the-range CRM for associations, designed for organisations looking for a comprehensive, modular tool that is connected to leading technologies. It is based on two solid pillars: Salesforce for relationship management, and Stripe for online payments. Together, they form a robust solution, ideal for medium-sized to large associations with multiple challenges: membership, fundraising, shop, grants, etc.

✅ More than a CRM, VerticalSoft is an all-in-one platform that enables you to:

• Manage different types of contact (members, donors, beneficiaries, sponsors, etc.)
• Create organisation files (companies, foundations, local authorities) with multiple contacts
• Track a contact's entire history (donations, purchases, contributions, etc.)
• Automate emails, invoices, tax receipts and confirmations
• Manage funding opportunities (sponsorship, partnerships, grants)
• Create personalised forms for donations, memberships or purchases

The interface focuses on design and user experience: the forms and web pages generated are modern, responsive and customisable, helping to reinforce the charity's brand image.

VerticalSoft also includes fine-grained access management (by establishment or user), and allows modules such as a showcase site or secure member portal to be added for smoother communication with the community.

👉 For VerticalSoft prices, contact the company.

VerticalSoft

SEE SOFTWARE

Streamline Vertical Market Management with Ease

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Sellsy

Sellsy is a French CRM solution that focuses on automation, RGPD compliance and intelligent data centralisation. Initially designed for businesses, the Sellsy suite is ideally suited to structured associations that want to professionalise their management, optimise their campaigns and keep better track of their members, supporters or patrons.

This CRM offers an intuitive interface, coupled with a modular approach: you choose only the functions you need. Contact tracking is extremely comprehensive: each interaction (email, quote, invoice, reminder, call, etc.) is automatically recorded in a contact file shared with the whole team.

✅ Useful features for associations:

• Send newsletters, quotes and invoices via a unified interface
• Automatic segmentation of members according to your criteria (membership, donations, profile type, etc.)
• Automated reminders to avoid unpaid invoices
• Transaction management via customisable visual pipelines
• Edit, send and electronically sign documents using the integrated Redactor tool
• Synchronisation with your own tools: Google, Microsoft, Zapier, WordPress, etc.

Sellsy also stands out for its rigorous approach to data security, with hosting in France, strict RGPD compliance and support in implementing best practices.

The publisher provides a number of educational resources (guides, webinars, support) to help associations get the most out of the solution, particularly in their fundraising or membership strategy.

👉 In terms of pricing, Sellsy offers 3 packages depending on the size of the association:

• Standard (small organisations): from €29 per month per user,
• Evolution (growing organisations): from €49 per month per user,
• Elite: from €79 per month per user.

💡 A free trial is available to test the modules before committing to them.

Sellsy

+200 reviews

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All-in-one CRM software for SMEs with built-in AI

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Criteria for selecting a CRM for an association

Summary comparison table

Our advice on choosing the right CRM for your association

An association is like any other business: it can start with a small structure, a few missions run by volunteers, and then develop its activities exponentially and require more advanced management tools.

If this is your ambition, look for a CRM solution that can grow with you, with building blocks and options that you can select as you go along.

Find out from other associations that are similar to you (sector, size, etc.) and ask them what CRM software they are using, whether they are satisfied with it and what they are missing.

Then try it out! Before taking the plunge and migrating your Excel database to your new tool, take the time to check that it's easy to use and meets your expectations.

Finally, share your opinion with our readers :) Another good deed to your credit!

Why do non-profit organisations need a CRM? The 4 main advantages

In general, an association chooses to adopt a CRM to optimise the management of its contacts, the complexity residing in the fact that they are very varied, sometimes cumulative, and include :

• donors
• members
• volunteers
• sponsors
• partners.

But despite their not-for-profit nature, they sometimes develop ancillary commercial activities and also manage supplier and customer contacts.

First and foremost, a CRM enables you to centralise all your data: members, donors, volunteers, partners, events, payments, etc. No more scattered Excel files. You have a clear, unified view of each contact, their history and their commitment.

Secondly, it makes it easier to automate time-consuming tasks: membership reminders, tax receipts, thank-you notes after donations, segmentation for your campaigns, etc. You save time without sacrificing the personalisation of the relationship.

A good CRM also helps build loyalty in your community. By better understanding who donates, who participates and who drops out, you can adapt your actions: targeted campaigns, tailor-made events, more relevant messages.

Finally, a CRM facilitates transparency and collaboration. Everyone has access to the same data, in real time. And if your association evolves, the software evolves with you: new branches, new projects, more donors? It keeps up.

How do you make a success of your association CRM project? 6 steps

Step 1: Define your objectives and needs

First and foremost, clearly identify the objectives you want to achieve with the CRM. For example, increase the number of donors by 20% in one year or improve the membership renewal rate. List the functions you need to achieve this, such as managing memberships, sending newsletters or tracking donations.

Step 2: Draw up precise specifications

The specifications are the reference document for your CRM project. It should detail :

• your functional requirements
• the specific characteristics of your association
• technical constraints
• expectations in terms of budget and deadlines.

This document will facilitate communication with service providers and ensure a better match between your needs and the chosen solution.

Step 3: Prepare for migration and data structuring

Before migrating your data to the new CRM, carry out an audit of your current databases. Clean up obsolete data, correct errors and standardise formats. This step is crucial to guaranteeing the quality of the information in the new system and facilitating its adoption by users.

Step 4: Customise and configure CRM

Adapt CRM to your internal processes:

• create custom fields,
• defining workflows,
• access rights, etc.

Involve future users in this phase to ensure that the tool meets their day-to-day needs and to encourage their commitment.

Step 5: Train your teams and support the change process

Organise training sessions for users to help them master the CRM functions. Offer teaching aids (guides, tutorials, FAQs) to make it easier for them to get to grips with the system. Set up change management support to deal with any resistance and encourage adoption of the tool.

Step 6: Monitor, evaluate and adjust

After deployment, monitor the key performance indicators (KPIs) to assess the effectiveness of the CRM.

For example, your association could evaluate the effectiveness of its CRM using these indicators:

• membership renewal rate
• number of donations,
• member engagement, etc.

Gather feedback from users to identify areas for improvement and adjust configurations if necessary.

Our selection criteria for this comparison

To prepare this comparison of CRM software and meet the specific needs of associations, we have taken into account :

• the reputation of the software and how long it has been on the market,
• the functions that are essential for managing an association, in particular :
  • centralisation of contacts in a comprehensive database,
  • advanced search using filters or multi-criteria searches,
  • management of different profiles and their categorisation into groups or segments, for targeting purposes,
  • interaction and membership history, etc,
  • management of donations and subscriptions,
  • connection with an emailing solution, for automatic reminders and the sending of tax receipts for example, etc.
• an offering suited to associations of different sizes,
• the user-friendliness of the interface and its collaborative aspect, for teamwork,
• value for money, as most associations are looking for a CRM that is free, or almost free .

The software products are presented in alphabetical order and are all online solutions.

For more choice, visit our directory to discover other management software for associations.

See all software Customer relationship management

A well-chosen CRM means more time for your association's mission

Setting up a CRM is not just about "equipping yourself with a tool": it's about regaining control over your time, your data and your relationship with your members. A well-chosen and well-deployed CRM can reduce the administrative burden, streamline internal communication and, above all, increase the commitment of your community.

☝️ The result? Fewer spreadsheets, more time for what really matters: supporting your cause, developing your grassroots actions, growing your impact.

So it's up to you: identify your priorities, test, compare... and choose the CRM that will make your association a more connected, agile and sustainable organisation.