TormanoYour pipeline and your books, finally on the same screen.Your donors and your books, finally on the same screen.
Tormano is the CRM built around QuickBooks: two-way sync across 400+ QuickBooks actions, revenue recognition to collections built in, and a full AI suite that logs every change with an undo. From $29 a seat. No onboarding fees.
Tormano runs donations, grants, volunteers, and events on top of your QuickBooks. Flat rate, unlimited users, from $49 a month - with AI grant writing on Professional.
No credit card required. Every feature unlocked for the full 14 days.
Eight reasons teams switch to Tormano.
Seven reasons nonprofits switch to Tormano.
Every screenshot below is the real product with real data.
Sales pipeline that runs itself
A drag-and-drop Kanban with stage win rates, color coding by deal value or age, quick-add in every column, 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 revenue recognition.
No-code automation, with audit trails
Multi-trigger workflows fire on record changes, stage changes, sentiment shifts, and schedules. Email, Slack, QuickBooks, and CRM actions out of the box - every run logged.
QuickBooks Online and Desktop, native
Two-way sync, conflict-free. 400+ QuickBooks actions covering invoices, payments, items, vendors, projects, revenue recognition, and collections. Connect once, never re-enter a customer.
Board, Calendar, and Map views on every record
Switch any list between table, Kanban by stage, calendar, or a geocoded map without leaving the page. Custom field columns work everywhere.
Report Studio, with a live preview
Shape a report in front of a chart that updates as you go: 11 record types, measures and groupings, drill-down and pivot - then schedule it as a real PDF, Excel, or CSV.
Drag-drop dashboards on live data
Real charts with tooltips and legends, dashboard-wide date and owner filters, KPI tiles, goals, gamification, and scheduled email delivery as real 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, and automated tax receipts with IRS-compliant 501(c)(3) language.
Write better grants, faster, with AI
Grant tracking with templates, checklists, and deadline alerts - plus 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
A native volunteer database tied to your contacts. Skills, availability, background-check tracking, shift scheduling, hour logging, and per-program admin notification routing.
Events with registration tracking
Galas, fundraisers, community events. Your team records each registration, seats are capped and overflow goes to a waitlist automatically, attendees are checked in at the door, and what each one paid is linked to the donor record - plus an Eventbrite sync that turns registrations into contacts automatically.
QuickBooks for nonprofits, native
Two-way sync between donations and QuickBooks. Fund-restricted accounting, in-kind giving, grant draw-downs, and tax receipts that stay in lock-step with your general ledger.
IRS-compliant tax receipts, automatic
Year-end statements, individual gift receipts, batch generate, email, void, and reissue - with 501(c)(3) language and quid-pro-quo disclosures. US IRS and Canadian CRA formats, numbering, and audit trail included.
AI that helps you keep donors
Proactive insights surface lapsing-donor risk, major-gift candidates, sustainer-upgrade opportunities, and sentiment red flags. Every action is logged with confidence and an undo.
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 consolidated views, 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 on Professional.
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
Report Studio with live preview, customizable dashboards, program and outcome tracking, fund and restriction reporting, plus full QuickBooks sync.
Every corner of QuickBooks, inside your CRM.
The only nonprofit CRM where QuickBooks talks back.
Sync, recognize, and collect - 400+ QuickBooks actions across a full QuickBooks workspace, native to QuickBooks Online, with Web Connector support for QuickBooks Desktop.
Figures measured in our own codebase at the shipped release. For how that compares with other CRMs - every competitor row cited to that vendor's own documentation - see the QuickBooks comparison.
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 sessions for Desktop, conflict-free with field-level resolution rules.
Donations sync as sales receipts, pledges can book as receivable invoices, and each gift's fund tags the right class. Real-time via webhooks for QuickBooks Online, Web Connector sessions for Desktop.
ASC 606 revenue recognition, native
Subscription, milestone, usage, and percentage-of-completion methods. Deferred revenue waterfall, multi-entity consolidated views, and audit-ready rollforwards, wired into the QuickBooks general ledger.
Fund-restricted accounting, grant draw-downs, in-kind giving, and Form 990 preparation data - computed from the same records your finance team reconciles in QuickBooks.
Smart Collections, predictably
Payment reliability scoring per customer, dunning sequences with stage-by-stage escalation, a payment terms advisor, and a working capital + DSO dashboard. The numbers your CFO asks for, already on screen.
Sustainer dunning for failed recurring gifts, pledge draw-down tracking, and reconciliation views that keep development and finance looking at the same numbers.
Plus QuickBooks Projects with per-project profitability, and eight native QuickBooks reports - P&L, Balance Sheet, General Ledger, Trial Balance, and more - rendered inside Tormano.
Six AI capabilities. Zero black boxes.
Every AI action is logged with reasoning, confidence, and a one-click undo. Included in your plan price - no per-seat AI add-on, no usage credits.
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 comes back.
Predictive scoring
Machine-learning models score every deal and donor against your historical patterns, with the top contributing factors explained in plain language.
Proactive insights
Autonomous agents surface deal risk, pipeline momentum shifts, lapsing donors, and suggested tasks before you have to ask.
Sentiment analysis
Reads inbound communication for frustration signals and flags accounts and donors that need attention.
Conversation intelligence
Pulls topics, action items, and objections out of meeting and video transcripts and pasted notes, and flags risk on the deal or donor communication.
Auto-enrichment
Native enrichment sources with no third-party API key required - plus optional bring-your-own-key providers for deeper coverage.
Lead scoring and auto-enrichment are included on every plan. The full AI suite ships on Business (B2B) and Professional (Nonprofit).
How it works.
No onboarding consultant. No long setup wizard. Three steps and you are 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 contactsImport your donors
Drop in a CSV, or start from a prebuilt template for HubSpot, Salesforce, Pipedrive or Zoho. Deduplication runs automatically.
Drop in a CSV, or start from a prebuilt template for Bloomerang, DonorPerfect, NeonCRM, Little Green Light, Fundly / NonProfitEasy, CiviCRM or Givebutter. Deduplication runs automatically.
Run your pipelineRun your campaigns
Drag deals across stages on day one. QuickBooks sync, reporting, and lead scoring come on automatically.
Send your first acknowledgement, schedule a volunteer shift, or draft a grant on day one. Reporting and donor scoring come on automatically.
Straightforward pricing.
Every plan includes QuickBooks sync and AI features. No onboarding fees. 14-day free trial - no credit card required.
Essentials
Core CRM for small sales teams.
Billed annually.Billed monthly.
- 10,000 contacts
- 1 pipeline, 5 automations
- 2 web forms + email templates
- Advanced QuickBooks: vendors, bills, expenses, payments, journal entries
- Lead scoring + auto-enrichment
- Task board with due dates and owners
- Meeting scheduling with public booking pages
- Installable web app (PWA) with offline reads
Growth
Full-featured CRM for growing teams.
Billed annually.Billed monthly.
- Everything in Essentials, plus:
- 50,000 contacts, 5 pipelines, 50 automations
- Email campaigns, 10 web forms
- Quotes + invoicing
- Xero, Stripe/ACH, Zapier
- Visual workflow builder (branching, A/B, parallel)
- Custom reports, dashboards + BI
- Approval workflows + assignment rules
- Client portal, WhatsApp Business, gamification + audit trail
Business
Premium CRM with the full AI suite and full QuickBooks depth.
Billed annually.Billed monthly.
- Everything in Growth, plus:
- Unlimited contacts, pipelines, automations, forms
- Full AI suite (predictive scoring, proactive insights, sentiment, conversation intelligence, AI Email Agent, data cleaning, document processing)
- Full QuickBooks depth (ASC 606 revenue recognition, subscriptions, margin, working capital, collections, multi-entity view)
- Revenue forecasting + territories
- Custom object builder
- 9-role RBAC + field permissions, SSO/SAML, GDPR tools
- White-label branding, API + webhooks
Starter
Essential nonprofit CRM. Unlimited users.
Billed annually. Unlimited users.Billed monthly. Unlimited users.
- 5,000 contacts, unlimited users
- Households, relationships, giving statements
- Donations (one-time + pledges), recurring gifts on Stripe
- Donation tax receipts (IRS/CRA)
- 2 donation forms, 2 web forms
- Grant tracking with templates + checklists
- Programs, events + volunteer database
- Advanced QuickBooks incl. fund accounting + Form 990 prep, Stripe/ACH payments
- Auto-enrichment, installable web app (PWA)
Standard
Full-featured nonprofit CRM. Unlimited users.
Billed annually. Unlimited users.Billed monthly. Unlimited users.
- Everything in Starter, plus:
- 25,000 contacts
- 10 donation forms, 10 web forms
- Donor portal (self-service)
- Volunteer shifts + hour logging
- Email campaigns, multi-currency
- Custom dashboards + BI
- Xero, Zapier + audit trail
- Workflow builder + video conferencing
- Memberships
Professional
Premium nonprofit CRM with the full AI suite. Unlimited users.
Billed annually. Unlimited users.Billed monthly. Unlimited users.
- Everything in Standard, plus:
- Unlimited contacts + forms
- AI Grant Writing Assistant
- Predictive donor scoring + free public-filings research
- Proactive insights, sentiment + conversation intelligence
- AI Email Agent, data cleaning + document processing
- Revenue forecasting
- Full QuickBooks workspace (smart collections, margin, working capital, multi-entity)
- Custom objects, client portal
- SSO/SAML + GDPR tools, white-label branding, API + webhooks
Tormano's platform fee on payments is 0.25%.
A quarter of one percent, published here rather than found later in a settlement report. Payments settle into your organization's own Stripe account — you are the merchant of record — so you also pay Stripe's standard processing rate of 2.9% + 30¢ per successful card charge. All-in, a card payment costs about 3.15% + 30¢. On a $5,000 invoice paid by card that is roughly $157.80 in total fees, of which $12.50 is Tormano's.
- 0.25% to Tormano · 2.9% + 30¢ to Stripe · about 3.15% + 30¢ all-in.
- Invoices and payments you record manually carry no platform fee.
- Refund a payment and Tormano returns its platform fee in proportion to the refund.
- Funds land in your own Stripe account. Tormano never holds your money.
- No setup fee and no onboarding fee, on any plan.
Tormano's platform fee on online giving is 2%.
One rate, published here rather than found later in a settlement report. Donations settle into your organization's own Stripe account, so your organization is the merchant of record and also pays Stripe's standard processing rate of 2.9% + 30¢ per successful card charge. All-in, a card gift costs about 4.9% + 30¢. On a $100 donation that is roughly $5.20 in total fees, leaving about $94.80 in your account.
- 2% to Tormano · 2.9% + 30¢ to Stripe · about 4.9% + 30¢ all-in.
- No donor tips. Tormano giving forms carry no tip prompt and no suggested-tip default — the fee is paid by your organization, never asked of your donor.
- Gifts you record manually carry no platform fee.
- Refund a gift and Tormano returns its platform fee in proportion to the refund.
- Funds land in your own Stripe account. Tormano never holds your money.
- No setup fee and no onboarding fee, on any plan.
Payments you accept through Tormano settle to your organization's own Stripe account via Stripe Connect (connect once in Settings > Payments). Your organization is the merchant of record and pays both fees: Stripe's standard processing rate — 2.9% + 30¢ per successful card charge — plus Tormano's 0.25% platform fee, so about 3.15% + 30¢ all-in on a card payment. ACH and international cards are priced differently by Stripe, and your exact rate is set by Stripe under your own agreement with Stripe. Invoices and payments you record manually carry no platform fee.
Online donations settle to your organization's own Stripe account via Stripe Connect (connect once in Settings > Payments). Your organization pays both fees: Stripe's standard processing rate — 2.9% + 30¢ per successful card charge — plus Tormano's 2% platform fee, so about 4.9% + 30¢ all-in on a card donation. ACH and international cards are priced differently by Stripe, and your exact rate is set by Stripe. Gifts you record manually carry no platform fee.
Compare Tormano against the CRM you use today.
Compare Tormano against the donor database you use today.
The numbers, side by side, from published vendor pricing.
| Capability | Tormano | HubSpot | Salesforce | Pipedrive | Method |
|---|---|---|---|---|---|
| Entry price (per seat/mo, annual) | From $29 | Free tier; Starter $7–$20 | $25 | $14 | $35 |
| Mandatory onboarding fee | None | $1,500 (Professional), $3,500 (Enterprise) | None | None | None |
| AI pricing model | Included in Business - no metering | Credit-metered agents | $125/user add-on or credits | Included per tier | None advertised |
| Nonprofit variant | Dedicated product, flat rate | No | Separate cloud ($60/user) | No | No |
| Capability | Tormano | Bloomerang | Virtuous | Neon CRM |
|---|---|---|---|---|
| Pricing | Flat from $49/mo, unlimited users | From $125/mo, record-tiered | Quote only | From $99/mo, revenue-scaled |
| Volunteer management | Native module, included | Separate product ($119+/mo) | Limited | Paid add-on (+10%) |
| Record limits | 5,000 to unlimited by tier | Priced by record count | Quote-based | Unlimited records, priced by revenue |
Competitor pricing as publicly listed, July 2026.
QuickBooks integration depth is compared vendor by vendor, with every competitor row cited to that vendor's own documentation, on the QuickBooks comparison page.
Common questions.
How does the free trial work?
Every plan starts with a 14-day free trial with every feature unlocked - no credit card required. There is no card at signup, no automatic charge, and nothing to cancel. When the 14 days are up your workspace is paused (read-only) until you choose a plan, and your data is kept, not deleted. Add a card any time from Settings > Billing to continue on a paid plan.
Is AI included on every plan?
Lead scoring and auto-enrichment are included on every paid tier. Business unlocks the full AI suite: predictive scoring, proactive insights, sentiment analysis, conversation intelligence, the AI Email Agent, and AI transparency with undo.
Donor scoring and auto-enrichment are included on every paid tier. Professional unlocks the full AI suite: predictive donor scoring, proactive insights, sentiment analysis, AI transparency cards, and the AI Grant Writing Assistant.
What does it cost to accept payments or donations?
Tormano's platform fee depends on which edition you run: 2% on online donations in the Nonprofit edition, and 0.25% on payments in the Business edition. Money settles into your organization's own Stripe account, so your organization is the merchant of record and also pays Stripe's standard processing rate of 2.9% + 30¢ per successful card charge — about 4.9% + 30¢ all-in on a card donation, and about 3.15% + 30¢ all-in on a card payment. ACH and international cards are priced differently by Stripe. Payments and gifts you record manually carry no platform fee, and if you refund one, Tormano returns its platform fee in proportion.
How deep is the QuickBooks integration?
Tormano ships 400+ QuickBooks actions across a full QuickBooks workspace: two-way sync for QuickBooks Online (real-time) and Desktop (Web Connector), revenue recognition (ASC 606), subscription billing analytics, margin analysis, working capital and DSO tracking, smart collections with dunning, QuickBooks Projects, and eight native QuickBooks reports. Basic sync is on every plan; the full depth is included on Business at no extra cost.
Tormano ships 400+ QuickBooks actions so your finance team and your development team see the same numbers: two-way sync for QuickBooks Online and Desktop, fund and restriction tracking, grant draw-downs, tax receipts, audit trail, and board-ready reports. Basic sync is on every plan; the full depth is included on Professional at no extra cost.
Can I import from my current CRM?Can I import from my current donor database?
Yes. Tormano ships prebuilt import templates for eleven platforms - HubSpot, Salesforce, Zoho, Pipedrive, Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly / NonProfitEasy, CiviCRM and Givebutter - that map that platform's export columns for you. Coming from something else, Raiser's Edge included? Import the CSV without a template: the wizard matches common column names on its own and you map the rest once. Most imports complete in under an hour and deduplication runs automatically.
How does seat pricing work?Are nonprofit plans really unlimited users?
B2B plans are priced per seat per month. Add or remove seats anytime in billing settings and your invoice prorates automatically. No minimum commitment.
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%. Nothing is charged during the free trial or when it ends. When you choose a plan and add a card, you pay the annual total upfront and your subscription renews yearly. Switch between monthly and annual anytime.
Is my data secure?
Encryption in transit, encrypted credentials and backups at rest, role-based access control, audit logging, rate limiting, and CSRF protection are on every plan. Business and Professional add SSO/SAML, field-level permissions, and GDPR tools. See our Privacy Policy and Data Processing Agreement 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.
14-day free trial. No credit card required. From $29 per seat.
14-day free trial. No credit card required. From $49 per month, unlimited users.
No credit card required. Every feature unlocked for the full 14 days.