Getting started with Zeffy's CRM
The Zeffy CRM helps you manage your donors, supporters, and contacts in one place. Use it to track every interaction, organize your audience, and send targeted emails—all without any subscription fees.
What is the Zeffy CRM?
Your CRM (Contact Relationship Management) is a centralized database of everyone who has interacted with your organization through Zeffy. Each contact has a profile page showing their donation history, event attendance, email engagement, and any notes or lists they belong to.
Unlike standalone email tools or spreadsheets, your Zeffy CRM is connected directly to your fundraising activity. When someone makes a donation, buys a ticket, or signs up through a form, they are automatically added to your contact database.
What you can do with your CRM
Build your contact list — Import existing contacts, create sign-up forms to collect new subscribers, or let contacts be added automatically through your campaigns.
View and manage contact profiles — See transaction history, edit contact information, add notes and lists, and merge duplicate records.
Organize contacts into lists — Use filters to create segments and saved lists for targeted outreach.
Send emails and newsletters — Send manual emails to your contacts or schedule campaign communications.
Track email performance — Monitor opens, clicks, and unsubscribes to improve your outreach.
Send physical mail — Use Donor Mail to send printed letters to supporters who prefer traditional mail.
Suggested starting path
Build your contact list
Start by importing your existing contacts or creating a sign-up form to collect new subscribers.
Organize your contacts
Review contact profiles, add notes and lists, and create saved lists for different audiences.
Set up email sending
Verify your email address and connect a custom domain if you want to send from your organization's email address.
Send your first email
Use the email builder to create and send a newsletter or announcement to your contacts.
Measure your results
Review email performance to see what's working and refine your approach.
Where to start
Choose the section that matches your current goal:
Import contacts from a spreadsheet — Bring your existing contacts into Zeffy.
Create a newsletter sign-up form — Collect new subscribers through your website.
Manage and edit contacts — View profiles, merge duplicates, and keep your data clean.
Create lists and segments — Organize contacts into targeted audiences.
Verify your email address — Set up email sending for your account.
Send an email to your contacts — Compose and deliver your first message.
What to do next
Import your existing data into Zeffy — Bring your contacts and payment history from another platform.
Import contacts into Zeffy — Upload your contact list from a spreadsheet or Mailchimp.
Managing and editing contacts — Review and update your contact profiles.
Creating segments and lists — Organize your contacts into targeted groups.