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Why I Ditched Spreadsheets for DonorBooks and Never Looked Back
Episode 51

Why I Ditched Spreadsheets for DonorBooks and Never Looked Back

Does your CRM feel more like a burden than a solution? In this episode of The Million Dollar Nonprofit, Tom Kelly goes deep on the donor CRM he actually uses every day—DonorBooks.Designed for lean teams with big goals, DonorBooks isn’t just a data...

Million Dollar Nonprofit · Tom Kelly

April 24, 20256m 10s

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Show Notes

Does your CRM feel more like a burden than a solution? In this episode of The Million Dollar Nonprofit, Tom Kelly goes deep on the donor CRM he actually uses every day—DonorBooks.


Designed for lean teams with big goals, DonorBooks isn’t just a database—it’s your behind-the-scenes operations assistant. Tom breaks down how this powerful yet intuitive CRM helps nonprofits:


  • Tag donors based on behavior, not just data points
  • View full donor timelines for context-rich conversations
  • Use plug-and-play automations (powered by ChatGPT!) to save time and boost giving


You’ll hear exactly how to turn donor activity into smart, timely outreach—and walk away with actionable ChatGPT prompts, automation tips, and the 3 things you can do today to make your CRM start working for you.


Grab my free AI growth playbook here -

https://app.gohighlevel.com/v2/preview/tuv7F75UH41Y7on2cqI9?notrack=true



Topics

nonprofit CRM DonorBooks fundraising automation donor management AI for nonprofits nonprofit technology CRM for fundraising donor journey nonprofit growth tools email automation for nonprofits nonprofit donor retention nonprofit systems monthly giving automation smart donor outreach ChatGPT for nonprofits fundraising with AI nonprofit software donor segmentation nonprofit data management CRM best practices