Which nonprofit CRM personality are you?
Answer 7 quick questions about your size, budget, current system and team, and this free quiz gives you one of eight named CRM personalities, 2–3 donor CRMs that fit (or a build-your-own path), and the migration guides to get there. Scoring rules are published below, and no vendor pays for placement.
Exactly how results are chosen
Transparent, rule-based scoring. Each answer adds the listed points to personalities; 'requires' gates a personality to certain answers. Highest score wins; ties go to the earlier personality in the list. Nobody pays for placement. Recommendations only use CRMs we profile, and every fact on a result page links to its source. No vendor can buy a result or a ranking.
01How many donor and contact records do you have?
- Under 2,500Scrappy Grassroots +2Open-Source Tinkerer +1Custom Builder +1
- 2,500 – 20,000Relationship Builder +2All-in-One Organizer +1Salesforce Escape Artist +1
- 20,000 – 50,000Growth Engine +1Relationship Builder +1All-in-One Organizer +1Salesforce Loyalist +1
- More than 50,000Growth Engine +3Salesforce Loyalist +1
02What can you spend on donor software each month?
- As close to $0 as possibleScrappy Grassroots +3Open-Source Tinkerer +2Custom Builder +1
- Under $100Scrappy Grassroots +2Relationship Builder +1All-in-One Organizer +1Open-Source Tinkerer +1
- $100 – $300Relationship Builder +2All-in-One Organizer +2Salesforce Escape Artist +1
- More, or we expect a quoteGrowth Engine +2Salesforce Loyalist +2
03What are you using today?
- Salesforce NPSPSalesforce Loyalist +2Salesforce Escape Artist +3
- Salesforce Agentforce NonprofitSalesforce Loyalist +3
- Raiser's Edge NXTGrowth Engine +2Relationship Builder +1
- Little Green LightAll-in-One Organizer +1Scrappy Grassroots +1
- BloomerangAll-in-One Organizer +1Scrappy Grassroots +1
- Spreadsheets or nothing yetScrappy Grassroots +2Custom Builder +1
- Something elseno points
04Besides donors and gifts, what must the system handle?
- Online giving pages and campaignsScrappy Grassroots +2All-in-One Organizer +2
- Events and memberships tooAll-in-One Organizer +3
- Just donors and gifts — giving happens elsewhereRelationship Builder +1Open-Source Tinkerer +1Salesforce Escape Artist +1
- Programs, cases or complex custom dataSalesforce Loyalist +2Growth Engine +1Custom Builder +2
05Who will run the system day to day?
- Whoever has time; no tech personScrappy Grassroots +1Relationship Builder +2Salesforce Escape Artist +3
- A spreadsheet power userRelationship Builder +1All-in-One Organizer +1Scrappy Grassroots +1Salesforce Escape Artist +1
- A trained CRM admin or partnerSalesforce Loyalist +3Growth Engine +1Open-Source Tinkerer +1
- Someone who can write codeCustom Builder +2Open-Source Tinkerer +2Salesforce Loyalist +1
06Do gifts need to sync to QuickBooks?
- Yes, that's a mustRelationship Builder +1All-in-One Organizer +1Salesforce Escape Artist +1
- No, or we'll handle it manuallyno points
07How unusual are your processes?
- Pretty standard fundraisingRelationship Builder +1Scrappy Grassroots +1Salesforce Escape Artist +1
- A few quirks we work aroundAll-in-One Organizer +1Salesforce Loyalist +1Open-Source Tinkerer +1
- Genuinely unusual — nothing off the shelf fitsCustom Builder +3Open-Source Tinkerer +1
Gates: The Salesforce Loyalist is only possible when "What are you using today?" is “Salesforce NPSP” or “Salesforce Agentforce Nonprofit”; The Salesforce Escape Artist is only possible when "What are you using today?" is “Salesforce NPSP” or “Salesforce Agentforce Nonprofit”; The Custom Builder is only possible when "Who will run the system day to day?" is “Someone who can write code” and "How unusual are your processes?" is “Genuinely unusual — nothing off the shelf fits”. Ties go to the personality listed first below.