Donor & Fundraising CRM Template | Airtable Template

CRM Template: Ready-to-deploy Airtable template. Manage your donations, either from Individuals or organizations, and coordinate the fundraising campaigns or programs.

Techsoup & Boltflow Collaboration

Q: What does Guided Onboarding mean?

The Guided Onboarding will consist of the following: A- Guided Videos Intro video to Airtable. How to get started with the CRM Template. Data Migration best practices. Final recommendations (User management, training, platform customization). B- 1:1 Onboarding Meeting 60min Onboarding sync with a Boltflow Airtable Expert.

TechSoup, the leading nonprofit dedicated to empowering NPOs through technology, has joined forces with Boltflow to leverage the power of no-code platforms and provide nonprofits with the flexibility to create customized systems, streamlining their operations and enhancing their impact with tailor-made solutions.

Boltflow’s team has collaborated closely with TechSoup, developing a suite of initial Airtable CRM templates designed to enable any organization to easily embark on its no-code journey.

Are you ready to leverage Airtable and propel your organization forward?

Airtable: One Tool, Endless Possibilities

Embrace the versatility of Airtable, a platform designed to cater to the unique challenges faced by nonprofits.

With Airtable, you can manage donors, organize events, track volunteer hours, coordinate events, manage marketing campaigns, and much more, all within a single, user-friendly interface.

It’s not just a tool; it’s a canvas for your cause, enabling you to create limitless custom solutions that grow with your organization and amplify your impact.

Launch Promo - Save 50%

$250 $125 Lifetime Access

The Donor CRM Template includes:

Lifetime Access.
Guided Onboarding (1:1 one-hour Session with a Boltflow Expert)
Guided Support Videos.
Updated Releases.
Optional Support Packages

Boltflow helped us to re-structure most of our operation and automate a huge amount of workflows. Airtable has now become the central hub of our organization, empowering each department to develop its own system while maintaining seamless data integration across the board.

Lissa Cruzado Edgecomb

Data Integration Manager @NHS Baltimore

As a small nonprofit, we required a system with the flexibility to adapt quickly to our evolving needs. Boltflow delivered an Airtable-based solution that has fundamentally transformed our operations, streamlining our daily tasks and significantly amplifying the impact of our mission.

SUSAN ZUKER

Ops Director @Conquer Cancer

Support

We support you on your Airtable Journey

Airtable is the most flexible tool to build your own system and our CRM templates are a great starting point. However, we know that the path can get tough sometimes.

We’re here to support you in this journey. Either if it’s just to touch base on a consultation basis or if you’d like us to jump into your project to help you get to the next level.

$ 849

1:1 Consulting Sessions
Airtable Consultation
Team Training

$ 1,599

1:1 Consulting Sessions
Airtable Consultation
Team Training
Dedicated PM
Discovery Assessment
Custom Development

$ 2,999

1:1 Consulting Sessions
Airtable Consultation
Team Training
Dedicated PM
Discovery Assessment
Custom Development
Automation Consulting
Interface Development

Limitless Integrations 🧡

CRM Template: Airtable integrates with
ANY Tool or Base, becoming your DATA HUB.

Salesforce

Cloud-based CRM platform that offers a suite of tools for sales, service, marketing, and more.

QuickBooks

Cloud-based accounting software tailored for small to medium businesses.

Zapier

A cloud database blending spreadsheet features, focusing on visualization and automation.

Hubspot

An inbound marketing, sales, and CRM suite to attract and engage customers.

Google Sheets

A cloud-based spreadsheet app for data storage, analysis, and collaboration.

Mailchimp

An all-in-one marketing platform offering email campaigns and automation services.

GSuite

A suite of cloud-based productivity and collaboration tools by Google.

PandaDocs

Document automation platform with electronic signatures & document builder.

Frequently Asked Questions. 🙋🏻‍♂️ | FAQ CRM Template

Which additional costs should I consider?

Please keep in mind that you’ll need to subscribe to Airtable for your organization to be able to copy this CRM Template Base without losing functionality. The minimum requirement is the Team Plan (see Airtable pricing). This Plan is $20/user, and Airtable offers a 50% discount for specific nonprofit organizations. Please check the eligibility criteria here.

What does Guided Onboarding mean?

The Guided Onboarding will consist of the following:

A- Guided Videos

Intro video to Airtable.
How to get started with the CRM Template.
Data Migration best practices.
Final recommendations (User management, training, platform customization).

B- 1:1 Onboarding Meeting

60min Onboarding sync with a Boltflow Airtable Expert.

What does lifetime access mean?

This means that as long as we stay in business you’ll have access to our Airtable CRM Template.

Will the templates be updated?

Yes. We’ll keep an eye at any suggestions from the users in order to improve our templates and will launch updates accordingly.

Please keep in mind that if you decide to start from a newer version of the crm template you’ll need to start from scratch.

Still with doubts?
Schedule a Free Consultation 🗓

Don’t just take our word

Our Wall of Love 🧡

Boltflow helped us to re-structure our whole operation and automate all our processes. By doing this we were able to double down our growth rate in just 3 months.

Our Marketing team was buried in a confusing Google Sheet when we met Gaston. With Boltflow's guidance, we now have an Airtable-based, fully automated CRM that has been a game-changer for decision-making. A huge thank you to the Boltflow team!

Boltflow revolutionized the way we work. From chaotic manual tasks to automated and structured workflows - these guys are the real deal!

Boltflow helped us to develop our marketplace backoffice from zero, all no-code and with automation in mind from day one. Our operations are now a breeze and we can scale them without any technical issue. Best decision ever!

Boltflow's Mati and his team are incredible. They've streamlined our content creation department, resulting in a 40% increase in productivity. We couldn't have asked for a better partnership!

Boltflow has shown us what operational efficiency truly means. They've automated our marketing workflows and overhauled our CRM using Airtable. The impact on our conversion rates and KPIs has been phenomenal!

Boltflow helped us to re-structure most of our operation and automate a huge amount of workflows. Airtable has now become the central hub of our organization, empowering each department to develop its own system while maintaining seamless data integration across the board.

Gas helped us design our processes from scratch when we were just starting. Thanks to Boltflow's mastery of no-code and automation, we were able to launch our operations without a full-fledged technical team.

Boltflow's expertise in connecting our core apps via Airtable has transformed our operations. All our data now lives in one place, saving us countless hours that would have been spent on manual data reconciliation.

Boltflow has been key in our operations expansion. With Gaston leading the team, they developed a solution that not only streamlined our workflows but also saved us hundreds of hours each month.

We're a small NGO, but managing our fundraising operations was a major challenge. Thanks to Boltflow, we can now focus on what truly matters. Their impact on our day-to-day operations has been truly transformative.

Gas, Alesio, and the team at Boltflow were quick to fully understand our pains and needs. They've automated our most critical workflows, making our operations more efficient with Airtable at its core. We're grateful for their responsiveness and problem-solving skills!

Boltflow has truly been a game-changer for us. With their help, we're focusing on what we do best - growing our business, instead of tedious manual tasks. Big shoutout to Gaston and his team!

Boltflow helped us when no other platform could meet our needs. They developed a custom solution that gives us a clear business overview, streamlining all our processes.

Working with Boltflow has been a transformative experience. Matias and his team helped us eliminate data silos and delivered a custom solution that has had a profound impact on our efficiency. We look forward to a continued partnership!

Workflow automation is crucial for organizations aiming to optimize their processes and boost operations. Boltflow's team possesses remarkable skill in this area, and their guidance throughout the process is exceptional!

Boltflow showed us that there's always room for improvement. Their team revamped our processes, and the results have been nothing short of mind-blowing.

Boltflow helped us when no other platform could meet our needs. They developed a custom solution that gives us a clear business overview, streamlining all our processes.

Crm Template

Donor & Fundraising CRM Template | Airtable Template

CRM Template: Ready-to-deploy Airtable template. Manage your donations, either from Individuals or organizations, and coordinate the fundraising campaigns or programs.

Techsoup & Boltflow Collaboration