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From donor management to accounting—ERPNext empowers non-profits with clarity, automation, and community-centric tools to maximize impact and transparency.
Complete Member Management
Track memberships, roles, renewals, and communications in one place.
Streamlined Donation Handling
Record, acknowledge, and report on donations with ease.
Grant Lifecycle Automation
Manage applications, deadlines, and approvals efficiently.
Integrated Accounting
Comprehensive finance module with multi-currency, billing, and fund tracking.
Volunteer Coordination Made Easy
Assign roles, log hours, and manage tasks for every helping hand.
Transparent Reporting
Stay audit-ready with real-time dashboards, donor reports, and fund utilization insights.
People First, Processes Second
Track member details, manage renewals, and communicate efficiently with your growing community.
Member Profiles
Store personal info, history & activities
Automated Renewals
Timely alerts for upcoming expirations
Centralized Member Dashboard
Easy access to all records
People First, Processes Second
Track member details, manage renewals, and communicate efficiently with your growing community.
Member Profiles
Store personal info, history & activities
Automated Renewals
Timely alerts for upcoming expirations
Centralized Member Dashboard
Easy access to all records
One Size Doesn’t Fit All
Define custom membership plans based on role, duration, or contribution level.
Customizable Plans
Monthly, yearly, or one-time
Auto-Invoicing
Generate payment reminders and receipts
Role-Based Access
Benefits per membership tier
One Size Doesn’t Fit All
Define custom membership plans based on role, duration, or contribution level.
Customizable Plans
Monthly, yearly, or one-time
Auto-Invoicing
Generate payment reminders and receipts
Role-Based Access
Benefits per membership tier
Manage Every Helping Hand
Organize and assign roles to volunteers, track their engagement, and maintain communication seamlessly.
Role Assignment
Allocate based on skills or project
Time Logging
Record hours and contributions
Volunteer Profiles
Store contact and engagement history
Manage Every Helping Hand
Organize and assign roles to volunteers, track their engagement, and maintain communication seamlessly.
Role Assignment
Allocate based on skills or project
Time Logging
Record hours and contributions
Volunteer Profiles
Store contact and engagement history
vs
Capability
ERPNext
Traditional CRMs
Integration
Native links to accounting, inventory, HR
Requires third-party connectors
Cost Structure
No per-user fees, unlimited contacts
Tiered pricing, pay for features
Customization
Modify fields, workflows, and UI freely
Limited to vendor templates
Data Ownership
Self-hosted, full data control
Cloud-only, vendor-managed
Scalability
Grow from startups to enterprises
Often requires platform upgrades
As a Frappe Silver Partner, we enhance ERPNext CRM for your unique needs:
Industry Workflows
Tailor CRM for manufacturing, SaaS, or retail.
Migration Support
Move data from legacy tools (Zoho, HubSpot) without loss
Training
Coach teams on advanced automation and analytics.
Get Started Today
Free CRM Audit ➔ Custom Configuration
Let Tridots Tech transform your customer relationships with ERPNext’s unified, open-source CRM.
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