Your pipeline and your books, finally on the same screen. Your donors and your books, finally on the same screen.
Tormano ships with all 72 QuickBooks modules wired in, plus a full AI suite. Forecast, recognize, and collect without leaving the CRM. From $29 a seat. Tormano runs donations, fundraising, volunteers, and grants on top of your QuickBooks. Flat rate. Unlimited users. AI grant writing included.
Free for 14 days. Cancel anytime in settings.
Native integrations
Connects to the tools your team already runs on.
One platform. Pipeline to cash. One platform. Donor to outcome.
Tormano combines your CRM, billing engine, AI copilot, and QuickBooks sync into a single platform. Tormano combines your donor CRM, fundraising tool, volunteer system, and grants tracker into a single platform on top of QuickBooks.
Close more deals
Visual Kanban with stage win rates, AI-suggested next actions, predictive scoring, and automation that fires the moment a deal stalls.
Collect cash faster
Smart Collections engine with payment reliability scoring, dunning sequences, and a working capital dashboard that actually moves DSO down.
Forecast with confidence
Pipeline-to-cash forecasting, MRR/ARR tracking, multi-entity consolidation, and ASC 606 revenue recognition wired straight into QuickBooks.
Raise more
Donation forms, recurring gifts on Stripe, pledges, peer-to-peer, multi-fund attribution, and AI-powered grant writing.
Retain donors
Donor portal, automated tax receipts with 501(c)(3) language, sustainer dunning, sentiment analysis, and proactive insights on at-risk recurring gifts.
Report in minutes
Customizable widget dashboards, program and outcome tracking, fund and restriction reporting, plus full QuickBooks sync.
Eight reasons teams switch to Tormano.
Click through eight features that beat the incumbents on every page. Every screenshot below is real product, real data, captured today.
Sales pipeline that runs itself
A drag-and-drop Kanban with stage win rates, color coding by deal value, and a list view. Unlimited pipelines on Business.
A full AI suite, not a chatbot bolted on
Predictive scoring, proactive insights, sentiment analysis, conversation intelligence, auto-enrichment, and an AI transparency layer with one-click undo on every change.
Revenue intelligence that finance trusts
Pipeline-to-cash forecasting, MRR and ARR tracking, deal margin analysis, working capital dashboard, smart collections, and ASC 606 compliant revenue recognition.
No-code automation, with audit trails
Multi-trigger workflows fire on record changes, field changes, stage changes, sentiment shifts, and scheduled crons. Email, SMS, Slack, QuickBooks, and CRM-side actions all out of the box.
QuickBooks Online and Desktop, native
Two-way sync, conflict-free. 72 modules covering invoices, payments, items, classes, vendors, ASC 606 revenue recognition, and the smart collections engine. Connect once, never re-enter a customer.
Board, Calendar, and Map views, on every record
Switch any list view between table, kanban-by-stage, calendar, or map without leaving the page. Lifecycle columns are color-coded by stage. Custom field columns work too.
Native e-signature, included free
Send MSAs, NDAs, order forms, SOWs, and DPAs from inside Tormano. Tracked status, audit trail, multi-signer support, and 48h average completion time, no DocuSign seat required.
Drag-drop dashboards on the same data
Live KPI tiles, pipeline funnel, top deals, monthly trend charts, goals, gamification, scheduled email delivery in PDF, CSV, or Excel.
Real fundraising, not a CRM with a donate button
Donation forms, recurring sustainers on Stripe, pledges, peer-to-peer, multi-fund and restriction tracking, donor portal, automated tax receipts, and IRS-compliant 501(c)(3) language.
Write better grants, faster, with AI
A grant tracking system with templates, checklists, deadline alerts, and an AI writing assistant. Five tones, nine sections, per-section regenerate, export to PDF, HTML, Markdown, or text.
Volunteers, shifts, and hours in one record
Native volunteer database tied to your contacts. Skills, availability, background-check tracking, shift scheduling, hour logging, and per-program admin notification routing.
Events with native ticketing
Galas, fundraisers, community events. Ticketing, registration tracking, capacity, and revenue, all linked to donations and the donor record. No third-party event platform fee.
QuickBooks for nonprofits, native
Two-way sync between donations and QuickBooks. Fund-restricted accounting, in-kind giving, grant draw-downs, multi-entity, and tax receipts that stay in lock-step with your GL.
IRS-compliant tax receipts, automatic
Year-end statements, individual gift receipts, batch generate, download, email, void, all with the 501(c)(3) language and quid-pro-quo disclosures the IRS requires. Numbering and audit trail included.
AI that helps you keep donors
Proactive insights surface lapsing-donor risk, major-gift candidates, sustainer-upgrade opportunities, campaign momentum, and sentiment red flags. Every action is logged with confidence and an undo.
Free wealth screening
Powered by ProPublica Nonprofit Explorer and the FEC, both free public data sets. Real estate, foundation officer, and federal donation indicators wired into every contact, with confidence scores and source links.
All 72 QuickBooks modules. Included.
Sync, recognize, and collect, all native to QuickBooks Online and Desktop. Seventy-two modules are included in the platform.
Two-way sync for QuickBooks Online and Desktop
Customers, invoices, payments, items, classes, vendors, and bills sync in both directions. Real-time via webhooks for QuickBooks Online. Web Connector for QuickBooks Desktop. Conflict-free with deterministic resolution.
ASC 606 revenue recognition, native
Subscription, milestone, usage, and percentage-of-completion methods. Deferred revenue waterfall, multi-entity consolidation, and audit-ready rollforwards, all wired straight into QuickBooks GL.
Smart Collections, predictably
Payment reliability scoring per customer, dunning sequences with stage-by-stage escalation, an AI payment terms advisor, and a working capital + DSO dashboard. The numbers your CFO asks for, already on the dashboard.
Six AI capabilities. Zero black boxes.
Every AI action is logged with reasoning, confidence, and a one-click undo. You see what changed, why, and you can roll it back.
AI transparency & undo
Every AI change is logged with the old value, the new value, the confidence score, and the reasoning. If the model is wrong, click undo and the original value comes back.
Predictive scoring
Trained ML models score every deal and donor against historical conversion patterns so you know who to call first.
Proactive insights
Surfaces deal risk, pipeline momentum, and smart tasks before you have to ask.
Sentiment analysis
Reads inbound communication for frustration signals and flags accounts that need attention.
Conversation intelligence
Pulls topics, action items, and coaching insights out of calls and email threads.
Auto-enrichment
Free auto-enrichment for standard contact and company fields. No third-party API key required.
How it works.
No onboarding consultant. No long setup wizard. Three steps, ten minutes, you’re live.
Connect QuickBooks
Sign in with QuickBooks Online or hook up Desktop with the Web Connector. Customers, invoices, and items start syncing immediately. Sign in with QuickBooks Online or hook up Desktop with the Web Connector. Funds, donors, and grant accounts start syncing immediately.
Import your contacts Import your donors
Drop in a CSV or use the prebuilt importers for HubSpot, Salesforce, Pipedrive, Zoho, and a dozen more. Deduplication runs automatically. Drop in a CSV or use the prebuilt importers for Bloomerang, DonorPerfect, Neon CRM, Little Green Light, Raiser’s Edge, and more. Deduplication runs automatically.
Run your pipeline Run your campaigns
Drag deals across stages on day one. The AI suite, QuickBooks sync, and reporting come on automatically. Send your first acknowledgement, schedule a volunteer shift, or draft a grant on day one. AI grant writing and reporting come on automatically.
Straightforward pricing.
Every plan includes the AI, the QuickBooks sync, and a 14-day free trial. No onboarding fees.
Essentials
Core CRM for small sales teams.
Billed annually.
Billed monthly.
Start free trial- 10,000 contacts
- 1 pipeline, 5 automations
- 2 web forms, email templates
- Basic QuickBooks sync
- Lead scoring & auto-enrichment
- Call logging, task board
Growth
Full-featured CRM for growing teams.
Billed annually.
Billed monthly.
Start free trial- 50,000 contacts
- 5 pipelines, 50 automations
- Email & SMS campaigns
- Approval workflows, assignment rules
- Custom reports & dashboards
- CPQ, quotes, e-signatures
- Expanded QuickBooks + Xero
- Stripe, PayPal, ACH, Zapier
- Gamification & audit trail
Business
Premium CRM with full AI & 72 QuickBooks modules.
Billed annually.
Billed monthly.
Start free trial- Unlimited contacts, pipelines, automations
- Full AI suite (predictive, proactive, sentiment, CI)
- Full 72 QuickBooks modules (rev rec, subscriptions, margin, working capital)
- Revenue forecasting & territories
- Contracts & live chat / AI agent
- 5-role RBAC, field permissions
- SSO/SAML, GDPR tools
- White-label & custom domain
- API & webhooks
Starter
Essential nonprofit CRM. Unlimited users.
Billed annually.
Billed monthly.
Start free trial- 5,000 contacts, unlimited users
- Households, relationships, giving statements
- Donations (one-time + pledge)
- Recurring gifts (Stripe)
- 2 donation forms, 2 web forms
- Grant tracking & templates
- Programs, events, volunteer database
- Basic QuickBooks sync
Standard
Full-featured nonprofit CRM. Unlimited users.
Billed annually.
Billed monthly.
Start free trial- 25,000 contacts, unlimited users
- Multi-currency support
- 10 donation forms & tax receipts
- Donor portal (self-service)
- Volunteer shift scheduling
- Email campaigns, 10 web forms
- Custom dashboards & BI
- Xero, Zapier & audit trail
Professional
Premium nonprofit CRM with full AI.
Billed annually.
Billed monthly.
Start free trial- Unlimited contacts, forms, users
- AI Grant Writing Assistant
- Predictive donor scoring (ML)
- Proactive insights, sentiment, CI
- AI transparency & audit cards
- SMS campaigns, revenue forecasting
- Full 72 QuickBooks modules
- SSO/SAML, GDPR tools
- White-label with custom domain
- API & webhooks
Compare Tormano against the CRM you’re using today Compare Tormano against the donor database you’re using today
Pick the competitor you’re evaluating against.
| Capability | Tormano | HubSpot | Salesforce | Pipedrive | Zoho | Dynamics 365 | Freshsales |
|---|---|---|---|---|---|---|---|
| Entry tier (per seat/mo) | $29 | $15 | $25 | $14 | $14 | $65 | $9 |
| Mandatory onboarding fee | None | $1,500–$3,500 | $100k+ Enterprise | None | None | $5k+ partners | None |
| All 72 QuickBooks modules | ✓ | Limited | Add-on | Add-on | Add-on | Limited | Limited |
| QuickBooks Desktop support | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ |
| ASC 606 revenue recognition | Included | Add-on | Revenue Cloud | ✗ | ✗ | Add-on | ✗ |
| Full AI suite included | Included | Paid add-on | $330/seat extra | Add-on | Add-on | Copilot extra | Add-on |
| 5-seat mid-tier monthly | $295 | $450 + $1.5k onboarding | $400+ | $245 | $170 | $475+ | $295 |
| Capability | Tormano | Bloomerang | Salesforce NPSP | Raiser’s Edge | DonorPerfect | Neon CRM | Little Green Light |
|---|---|---|---|---|---|---|---|
| Pricing model | Flat rate, unlimited users | Per-record tiers | Free + add-ons | Custom quote | Per-record tiers | Per-contact tiers | Per-record tiers |
| Mandatory onboarding fee | None | $1,500+ | None | $5k+ | None | None | None |
| All 72 QuickBooks modules | ✓ | ✗ | Custom build | ✗ | ✗ | ✗ | ✗ |
| AI grant writing assistant | Included | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ |
| Native donation forms + Stripe | ✓ | ✓ | Add-on | ✓ | ✓ | ✓ | Limited |
| Tax receipts automation | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Volunteer scheduling included | ✓ | Add-on | ✗ | Add-on | ✓ | ✓ | ✗ |
Common questions.
How does the free trial work?+
Every paid plan starts with a 14-day free trial. You enter a card upfront so we can activate your subscription automatically at the end of the trial. You can cancel anytime in billing settings before day 14 and you will not be charged.
Is the AI really included on every paid plan?+
Yes. Lead scoring and auto-enrichment are included on every paid tier. Growth adds automation AI. Business unlocks the full AI suite: predictive scoring, proactive insights, sentiment analysis, conversation intelligence, and AI transparency cards.
Is the AI really included on every paid plan?+
Yes. Donor scoring and auto-enrichment are included on every paid tier. Standard adds automation AI. Professional unlocks the full AI suite: predictive donor scoring, proactive insights, sentiment analysis, AI transparency cards, and the AI grant writing assistant.
How deep is the QuickBooks integration?+
Tormano ships 72 QuickBooks modules including two-way sync for QuickBooks Online and Desktop, revenue recognition (ASC 606), subscription billing, margin analysis at the deal, product, and customer level, working capital and DSO tracking, smart collections with dunning, and multi-entity consolidated revenue. Full depth is included on Business at no extra cost.
How deep is the QuickBooks integration?+
Tormano ships 72 QuickBooks modules so your finance team and your development team see the same numbers. Two-way sync for QuickBooks Online and Desktop, fund and restriction tracking, audit trail, multi-currency, and ready-to-go board reports. Full depth is included on Professional at no extra cost.
Can I import from my current CRM?+
Yes. Prebuilt import templates for the major B2B CRMs. Most imports complete in under an hour and Tormano runs deduplication automatically.
Can I import from my current donor database?+
Yes. Prebuilt import templates for the major nonprofit databases. Most imports complete in under an hour and Tormano runs deduplication automatically.
How does seat pricing work?+
B2B plans are priced per seat per month. You can add or remove seats anytime in billing settings, and your invoice prorates automatically. No minimum commitment.
Are nonprofit plans really unlimited users?+
Yes. All nonprofit plans are flat-rate with unlimited users. Add your development team, volunteer coordinators, finance team, and board without paying per seat.
How does annual billing work?+
Annual billing saves about 17%. You pay the annual total upfront after the 14-day trial and your subscription renews yearly. Switch between monthly and annual anytime.
Is my data secure?+
Encryption in transit and at rest, role-based access control, audit logging, rate limiting, and CSRF protection are on every plan. Top tiers add SSO/SAML, field-level permissions, and GDPR tools. See our Privacy Policy and DPA for the full list.
How do I export my data if I leave?+
Every plan includes self-service data export to CSV and JSON across every major record type. You own your data and you can take it with you at any time.
One CRM. One ledger. One donor view. One ledger.
Tormano.
14-day free trial. From $29 per seat. Cancel anytime. 14-day free trial. From $49 per month. Cancel anytime.