Stop squeezing your work into generic fields.
Create fields for the facts your organization actually needs — from eligibility and household size to volunteer availability and program goals.
VentFlow for nonprofits
Your nonprofit does more than raise money. Your system should too.
Collect the information your work depends on. Move people through your programs. Stay in touch. Accept contributions. Then turn the data you already gathered into reports your team, board, and funders can understand.
Interactive concept • All names and data shown are illustrative
Concept dashboard
● ● ●Program overview•••
People served1,284
Active programs6
Forms returned68%
CollectThe exact information you need
TrackEvery person and program stage
ConnectText and email in context
ReportResults in plain English
Built around real nonprofit work
One place for the work hiding across six different tools.
VentFlow can be shaped around your organization, so your staff can spend less time rebuilding lists and more time knowing what needs attention.
Know where every person stands.
See who just inquired, who is waiting on paperwork, who is active, and who needs a follow-up without searching an inbox.
Collect answers before a meeting — or instead of one.
Send a form by text or email so people can share details on their own time and your team can start prepared.
Answer “What difference are we making?”
Build reports from the information you collect, so boards and funders see people served, programs growing, and outcomes reached.
Keep every conversation connected.
Text or email participants, volunteers, donors, and groups while keeping the interaction with the right record.
Make payments easier to manage.
Keep one-time gifts, scheduled contributions, and invoices connected to the person or organization behind them.
See it work for your mission
Your data. Your process. Your definition of progress.
Choose a nonprofit type. The example fields, program stages, and impact metric change together.
Choose an organization
Try each example to see how the same system can fit different work.
Fields built for food security
- Household sizeNumber
- Dietary needsMultiple choice
- Neighborhood / ZIPText
- Pickup preferenceDropdown
- Services requestedMultiple choice
From first contact to follow-up
- New request
- Eligibility review
- Pickup scheduled
- Services provided
- Follow-up
Families served
This quarter428+14% this quarter
Six-month trend
ⓘ Illustrative data and fictional organizations for this concept.
Interactive form intake
Ask once. Start the next conversation with the answers.
Walk through a sample: choose why you need the form, send it by text or email, fill it out, and see how the response can update a record.
Step 1 of 4
When should someone fill this out?
Use the same custom form before a conversation or in place of a meeting when that is more convenient.
Food assistance request
Household sizeDietary needsNeighborhood / ZIPPickup preference
From daily work to clear results
The record, the conversation, and the outcome stay connected.
Explore the examples. The value should make sense without learning CRM language.
Turn the fields you collect into a useful answer.
Switch views to see different questions your team can answer.
People served1,284
Goals completed742
Completion rate78%
January54
February67
March72
April83
ⓘ Illustrative data and fictional organizations for this concept.
Reach the right group without losing the context.
Change the audience to preview a different plain-language message.
Participant reminder
Hi Maya — a quick reminder that your career workshop is tomorrow at 10:00 AM. Reply C to confirm or R to reschedule.
Illustrative SMS • Scheduled for 9:00 AMGiving and program work
Payments and progress, connected to the right record.
One-time gifts, recurring contributions, and invoices.
Try the controls to preview a clear contribution schedule.
Choose an illustrative amountChoose a schedule
$50 each monthPreview only — no payment is collected.
A pipeline your team can read at a glance.
Move people through the steps that match your process.
- New request24 families
- Eligibility review18 families
- Pickup scheduled31 families
- Services provided16 families
- Follow-up11 families
ⓘ Illustrative data and fictional organizations for this concept.
For foundations and nonprofit networks
Support several nonprofits? See the bigger picture without taking over their work.
Each nonprofit can keep its own working environment. Authorized foundation leaders can move between the organizations they support, review progress, and spend less time chasing separate updates.
One place to access each nonprofit
Switch between approved organizations without keeping a maze of disconnected bookmarks and credentials.
See the detail behind the report
Review programs, activities, and submitted results in the context of each nonprofit’s own work.
Discuss the right level of rollup
Use the same reporting structure across a portfolio where supported, while keeping access and data boundaries clear.
Straight answers
Questions nonprofits ask first.
Can the fields and forms match the way our nonprofit works?
That is the point of the concept: custom fields and forms should reflect the information your organization actually needs. The exact setup, field types, and automation should be defined with VentFlow before launch.
Can we send forms before a meeting or use them instead of a meeting?
Yes — the proposed experience highlights both uses. A link can be shared by text or email so a person can provide information ahead of time or complete an intake without an in-person meeting.
Will our existing data move over?
A migration should begin with a review of your current spreadsheets and systems. The final scope depends on the source data and cleanup needs.
Does every capability come with the $95 monthly CRM?
The nonprofit CRM starts at $95 per month with unlimited contacts and users, while additional pieces are added as needed. A final page should state clearly which custom work, communication, payment, website, and reporting capabilities are included or additional.
Two ways to get started
Bring us the mission.
Start today with the $95/month nonprofit CRM, with unlimited contacts and users, or talk with us about the forms, reporting, communication, and other pieces your organization needs.