ERP and CRM for Not-for-Profit Organisations — Accountability Without Complexity
Not-for-profit organisations face unique challenges — fund accounting, grant compliance, donor management, and ACNC obligations. We implement ERP and CRM systems that give your finance, programs, and fundraising teams the tools they need to operate efficiently and report with confidence.
ERP Platforms
Financial management, compliance, and reporting built for the NFP sector.
Recommended ERP platforms for NFPs
We recommend Wiise ERP for most Australian NFPs — it includes local payroll, fund accounting, and KPMG-backed support. Business Central is recommended for larger or more complex organisations.
CRM and Connected Applications
Beyond financial management — CRM, reporting, and automation tools that connect your donor relationships, programs, and operations in one place.
Donor & Stakeholder CRM
Microsoft Dynamics 365 CRM
Manage donor relationships, grant applications, and stakeholder communications in a single CRM. Track giving history, segment your donor base, and automate acknowledgement and stewardship workflows — all connected to your ERP so finance and fundraising share the same data.
Learn moreVolunteer & Membership Management
Microsoft Dynamics 365 CRM
Track volunteer hours, skills, and availability. Manage membership renewals, communications, and engagement history. Automate onboarding workflows and keep your team informed with real-time dashboards.
Learn moreBoard & Funder Reporting
Power BI
Power BI dashboards combining ERP financial data with CRM program and donor data. Give your board and funders real-time visibility into program performance, grant acquittal status, and organisational health — without manual report preparation.
Learn moreGrant & Program Automation
Power Platform
Automate grant application workflows, approval processes, and acquittal reminders using Microsoft Power Automate. Reduce manual administration and ensure compliance deadlines are never missed.
Learn moreERP + CRM Integration
Dynamics 365 CRM + Wiise / Business Central
Connect your CRM donor and program data directly to your ERP financial records. Donations received in CRM flow automatically to the general ledger. Grant budgets in ERP are visible to program managers in CRM — no duplicate entry, no reconciliation delays.
Learn moreOngoing Support & Training
All Platforms
Post go-live support, user training, and system optimisation for your finance, fundraising, and programs teams. We understand NFP operations and provide support that is practical, not just technical.
Learn moreOne Connected System for Finance, Fundraising, and Programs
Most NFPs run their finance system and donor database as completely separate tools. Data gets duplicated, reconciliation takes hours, and leadership never has a real-time view of the organisation.
We connect your ERP and CRM so your finance team, fundraising team, and program managers all work from the same data — with automated workflows that reduce administration and Power BI dashboards that give your board the visibility they need.
- Donations in CRM automatically posted to ERP general ledger
- Grant budgets in ERP visible to program managers in CRM
- Board reports generated automatically from live data
- Volunteer and donor records connected to financial history
- Automated grant acquittal reminders and approval workflows
- ACNC and ATO compliance reporting built in
Fund accounting, payroll, compliance, and financial reporting.
Donor management, stakeholder engagement, volunteer tracking.
Board dashboards, program performance, grant acquittal reporting.
Grant workflows, approval processes, acquittal reminders.
ERP and CRM Built for the NFP Sector
Book a free NFP assessment and we will show you how to connect your finance, fundraising, and programs teams on one platform.