Run your sales pipeline and your books in one place. Raise more, retain more, and report to the board in minutes.
Tormano is the only CRM that ships with all 72 QuickBooks modules and a full AI suite included from day one. Forecast revenue, recognize it, and collect on it without leaving the CRM. Tormano gives nonprofits a real CRM, native fundraising, grant writing with Claude, volunteer scheduling, and full QuickBooks sync, all on a flat rate with unlimited users.
Card required to start. Cancel anytime in billing settings before day 14 with no charge.
Built for teams that already run on QuickBooks Built for nonprofits that already use QuickBooks for the books
One platform. Pipeline to cash. One platform. Donor to outcome.
Stop stitching a CRM, an accounting tool, a billing engine, and an AI copilot together. Tormano does all four. Stop running your nonprofit out of three databases and a spreadsheet. Tormano replaces your donor CRM, fundraising tool, volunteer system, and grants tracker.
Close more deals
Visual Kanban with stage win rates, AI-suggested next actions, predictive scoring, and automation that fires the moment a deal stalls. Forecasting and goal tracking built in.
Collect cash faster
Smart Collections engine with payment reliability scoring, dunning sequences, AI payment terms advisor, and a working capital dashboard that actually moves DSO down.
Forecast with confidence
Pipeline-to-cash forecasting, MRR/ARR tracking, margin analysis per deal, 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 grant writing powered by Claude. Predictive donor scoring on Professional.
Retain donors
Self-service donor portal, automated tax receipts with 501(c)(3) language, sustainer dunning, sentiment analysis, and proactive insights that flag at-risk recurring gifts.
Report in minutes
Customizable widget dashboards, program and outcome tracking, fund and restriction reporting, plus full QuickBooks sync so your finance team and your development team see the same numbers.
Everything a modern team needs. Nothing held back for an upsell.
Pick a category. Every capability listed here is shipping today, not on a roadmap.
Sales pipeline that runs itself
A drag-and-drop Kanban board with stage summaries, color coding by deal value or age, win rates per stage, quick-add forms, and a switchable list view. Up to unlimited pipelines on Business.
- ✓ Contacts, companies, deals, activities, custom fields, custom objects
- ✓ Quotes, CPQ, products and price books, contracts and e-signature
- ✓ Lead scoring, territories, assignment rules, approval workflows
- ✓ Goals and performance tracking, gamification with leaderboards
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.
- ✓ Predictive deal scoring with two trained ML models
- ✓ Proactive insights that surface at-risk deals before you ask
- ✓ Sentiment analysis on calls and emails with frustration signals
- ✓ Auto-enrichment for standard contact and company fields
- ✓ AI action audit cards with reasoning, confidence, and undo
Revenue intelligence that finance actually trusts
Pipeline-to-cash forecasting, MRR and ARR tracking, deal margin analysis, working capital dashboard, smart collections, customer financial health profiles, and ASC 606 compliant revenue recognition.
- ✓ Subscription & recurring revenue engine with churn prediction
- ✓ Margin alerts at the deal, product, and customer level
- ✓ AR aging, DSO tracking, payment behavior trends
- ✓ Multi-entity consolidated revenue across multiple QB companies
Automation, email, SMS, calls, and chat
A no-code automation builder, email and SMS campaigns, sequences, call logging, meeting scheduler, knowledge base, and a live chat with an AI support agent.
- ✓ Automation builder with 50+ triggers and prebuilt templates
- ✓ Email campaigns, templates, A/B tests, marketing analytics
- ✓ SMS campaigns with TCPA opt-in/opt-out compliance
- ✓ Web forms, landing pages, sequences, and meeting bookings
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.
- ✓ Households, relationships, giving statements, dedupe and merge
- ✓ Recurring gifts with dunning, card expiry alerts, retry logic
- ✓ Multi-currency support on Standard and Professional
- ✓ Donor portal so sustainers can update cards themselves
Write better grants, faster, with Claude
A grant tracking system with templates, checklists, deadline alerts, and an AI writing assistant powered by Claude. Five tones, nine sections, per-section regenerate, export to PDF, HTML, Markdown, or text.
- ✓ Pulls real CRM data into the application draft
- ✓ 5 system templates and unlimited custom templates
- ✓ Checklist per grant with progress and assignment
- ✓ AI Grant Writing Assistant included on Professional
Programs, volunteers, and outcomes in one place
Native program and outcome tracking, beneficiary records, volunteer database, shift scheduling, hour logging, and event management with ticketing.
- ✓ Volunteer database from Starter, shifts and hours from Standard
- ✓ Event management with tickets and capacity tracking
- ✓ Program outcomes tied to funding sources and grant reports
- ✓ Custom dashboards on Standard and Professional
AI that helps you keep donors
Predictive donor propensity scoring, proactive insights about lapsing supporters, sentiment analysis on donor communication, conversation intelligence, and AI action transparency with undo.
- ✓ Trained donor propensity model included on Professional
- ✓ Proactive alerts when sustainer churn risk rises
- ✓ Sentiment analysis on inbound donor messages
- ✓ Every AI change is logged with reasoning and one-click undo
All 72 QuickBooks modules. Included.
Other CRMs ship six or eight QuickBooks features as a paid add-on. Tormano ships seventy-two as part of the platform. That covers two-way sync for Online and Desktop, revenue recognition, subscription billing, margin analysis, working capital, smart collections, multi-entity consolidation, and customer financial health profiles.
Six AI capabilities. One audit trail. Zero black boxes.
Every AI action is logged with reasoning, confidence, and a one-click undo. You can see exactly what changed, why, and roll it back if you disagree.
Two trained ML models score deals and donors with current accuracy of 75% and 100% on sample data.
Surfaces deal risk, pipeline momentum, and smart tasks before you have to ask.
Reads inbound communication for frustration signals and flags accounts that need attention.
Pulls topics, action items, and coaching insights out of calls and email threads.
Free auto-enrichment for standard contact and company fields. No third-party API key required.
Every AI change is logged with old/new values, confidence, reasoning, and a one-click undo window.
Plugs into your stack on day one
Native integrations and importers for the platforms your team already uses.
Importers include HubSpot, Salesforce, Pipedrive, Zoho, Bloomerang, DonorPerfect, Neon CRM, Little Green Light, Virtuous, Raiser's Edge, and more.
Simple, transparent pricing
Every plan includes a 14-day free trial. Every plan includes AI. Every plan includes QuickBooks sync. 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 QB 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 (Claude)
- ✓ 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
How Tormano stacks up for B2B teams How Tormano stacks up for nonprofits
Every cell is sourced from our own product documentation or the competitor's publicly posted information. Where a number isn't published, we say so instead of guessing.
| Capability | Tormano3 tiers, per seat | HubSpotSales Hub | PipedriveEssential → Power | SalesforceSales Cloud | Zoho CRMStandard → Enterprise | Method CRMQB-specialist |
|---|---|---|---|---|---|---|
| Pricing & commitment | ||||||
| Entry tier (annual, per seat) | $29Essentials | $20Starter | $14Lite | $25Starter Suite | $14Standard | $25Contact Mgmt |
| Mid tier (annual, per seat) | $59Growth | $100Professional | $39Growth | $100Pro Suite | $23Professional | $44CRM Pro |
| Top tier (annual, per seat) | $99Business | $150Enterprise | $79Ultimate | $175–$550Ent. → Agentforce | $52Ultimate | $74CRM Enterprise |
| Mandatory onboarding fee | None | $1,500 Pro / $3,500 EntSales Hub onboarding | None | $100k+ implementation typical6–12 month deploy | None | None |
| 14-day free trial, self-serve signup | Yescard required | 14-day free Sales Hub trial | 14-day trial, no card | 30-day Starter trial | 15-day Enterprise trial | 14-day trial, no card |
| QuickBooks integration depth | ||||||
| QuickBooks Online integration | Basic sync Essentials Expanded Growth Full 72 modules Business | ~8 features, scheduled synctwo-way | Mostly one-way | Scheduled, two-wayweak QB depth | Scheduled + Flow, two-way | Real-time, deep two-way |
| QuickBooks Desktop (Web Connector / qbXML) | YesSOAP endpoint | No | No | No native | No | YesQB-native |
| Typical total monthly spend, 5-seat team | $495Business × 5 | $500Pro × 5 + $1,500 onboarding yr 1 | $195Growth × 5 | $875Enterprise × 5 | $200Enterprise × 5 | $370CRM Pro × 5 |
| Revenue recognition, multi-entity, AI sales optimization, smart collections | Included Business | Separate products / add-ons | No native | Revenue Cloud, add-on | No native | No |
| CRM core | ||||||
| Full CRM beyond accountingcontacts, companies, deals, activities | Yes | Yes | Yes | Yes | Yes | Limited beyond QB |
| Pipelines & automations | 1 / 5 Essentials 5 / 50 Growth Unlimited Business | 2 / Starter, 15 / Pro, 50 / Ent | Unlimited pipelines, automations capped by tier | Unlimited, Enterprise+ for flow orchestration | 1 / Std, 50 / Pro, unlimited / Ent | UnlimitedQB-centric |
| AI suite includedpredictive scoring, insights, sentiment, transparency | Included Business | Breeze AI add-on / Enterprise | AI Sales Assistant, Pro+ | Einstein / Agentforce, $550 seat | Zia AI, Enterprise+ | No native AI |
| Native data enrichmentno third-party API key required | Yes, all tiers | Breeze Intelligence, paid add-on | Smart Contact Data, Pro+ | Data.com retired, partner-only | Zia enrichment, Enterprise+ | No |
| SSO / SAML, white-label, custom domain | Included Business | SSO Enterprise only | SSO Ultimate only | SSO Enterprise+ | SSO Enterprise+ | No white-label |
| Nonprofit-native companion product | Yesnpcrm.tormano.com | No | No | Salesforce NPSPseparate product | No | No |
marketing.md (April 2026). Competitor pricing verified from public vendor pricing pages as of April 2026: HubSpot Sales Hub, Pipedrive, Salesforce Sales Cloud, Zoho CRM, Method CRM. All prices shown are per seat per month, billed annually. "Typical total monthly spend" rows assume a 5-seat team at each vendor's mid-tier list price and are illustrative.
| Capability | Tormano Nonprofit3 tiers, unlimited users | BloomerangFundraising / CRM | VirtuousResponsive Fundraising | Neon CRMEssentials → Empower |
|---|---|---|---|---|
| Pricing & commitment | ||||
| Entry tier (annual) | $49 / moStarter | $40 / moFundraising Tools | $199 / moPlatform Plan starting | $99 / moEssentials |
| Mid tier (annual) | $99 / moStandard | $125 / moCore CRM | CustomEnterprise Plan | $209 / moImpact |
| Top tier (annual) | $179 / moProfessional | CustomGiving Platform | CustomEnterprise + add-ons | $409 / moEmpower |
| User model | Unlimited usersflat rate, all tiers | Unlimited users | Unlimited users | Unlimited users |
| Mandatory onboarding fee | None | Paid onboarding required | Required, amount not public | Paid onboarding required |
| 14-day free trial, self-serve signup | Yescard required | No, demo only | No, demo only | No, demo only |
| Fundraising & donor management | ||||
| Donation forms | 2 Starter 10 Standard Unlimited Pro | UnlimitedGiving Platform add-on | Unlimited | Unlimited |
| Recurring gifts (Stripe), donor portal, dunning | Recurring Starter Donor portal Standard | YesStripe via Giving Platform | YesVirtuous Giving | YesNeon Pay |
| IRS-compliant tax receipts & 501(c)(3) language | Included Standard | Yes | Yes | Yes |
| Pledges, P2P fundraising, fund/restriction tracking | Yes, from Starter | YesP2P add-on | YesVirtuous Giving add-on | YesP2P add-on |
| Programs, volunteers, grants | ||||
| Program & outcome tracking | Native, with beneficiary & outcome data | Weak, donor-focused | Weak, donor-focused | YesProgram Mgmt add-on |
| Volunteer database, shifts & hour logging | Database Starter Shifts & hours Standard | Volunteer Mgmt $119/mo add-on | No native | Volunteer add-on |
| Grant tracking with templates & checklists | Yes, from Starter | No native | Grants module add-on | Grant tracking add-on |
| AI Grant Writing AssistantClaude-powered | Included Professional | No | No | No |
| AI, accounting & enterprise | ||||
| Predictive donor scoring, proactive insights, sentiment, AI transparency | Included Professional | Generosity Score only | Responsive AI, Enterprise add-on | No native |
| QuickBooks integration depth | Basic sync Starter Full 72 modules Professional | One-way QB export via add-on | QB via Zapier only | One-way QB export via add-on |
| Multi-currency, audit trail, custom dashboards | Included Standard | USD only, basic reports | Multi-currency Enterprise | USD only, custom reports add-on |
| SSO / SAML, white-label, custom domain | Included Professional | No SSO | SSO Enterprise add-on | SSO Empower tier |
| Import templates from competitor platforms | 17 platforms, 36 templatesBloomerang, Neon, Virtuous, NPSP, Raiser's Edge… | CSV only | CSV + paid migration service | CSV + paid migration service |
marketing.md (April 2026). Competitor pricing verified from public pricing pages as of April 2026: Bloomerang, Virtuous, Neon CRM. Tormano bundles fundraising, volunteer, grant, program, and AI features into a single flat rate with unlimited users and no onboarding fee.
Frequently asked 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 and above add automation AI. Business (B2B) and Professional (Nonprofit) include the full AI suite: predictive scoring, proactive insights, sentiment analysis, conversation intelligence, AI transparency and audit cards, and the Claude-powered grant writing assistant on Nonprofit Professional.
How deep is the QuickBooks integration?+
Tormano ships 72 QuickBooks modules. That covers two-way sync for QB Online and QB Desktop, revenue recognition (ASC 606), subscription billing, margin analysis at deal/product/customer level, working capital and DSO tracking, smart collections with dunning, multi-entity consolidated revenue, and customer financial health profiles. Full depth is included on Business (B2B) and Professional (Nonprofit) at no extra cost.
Can I import from my current CRM?+
Yes. Tormano has prebuilt import templates for 17 platforms including HubSpot, Salesforce, Pipedrive, Zoho, Bloomerang, DonorPerfect, Neon CRM, Little Green Light, Virtuous, and Raiser's Edge. Most imports complete in under an hour and Tormano runs deduplication automatically.
Are nonprofit plans really unlimited users?+
Yes. All nonprofit plans are flat-rate with unlimited users. Add your whole development team, volunteer coordinators, finance team, and board without paying per seat. B2B plans are per seat because business sales teams scale differently.
How does annual billing work?+
Annual billing saves about 17% across every tier. You pay the annual total upfront after the 14-day trial and your subscription renews yearly. You can switch from monthly to annual or back anytime in billing settings.
How can I add or remove seats later?+
B2B plans have a self-service seat management UI in billing settings. Add or remove seats whenever you want and your invoice prorates automatically. Nonprofit plans are flat-rate, so user count never affects your bill.
Is my data secure?+
Tormano uses encryption in transit and at rest, role-based access control, audit logging, rate limiting, fail2ban, CSP, HSTS, and CSRF protection. Business and Professional plans 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 all major entities (contacts, companies, deals, donations, grants, activities). You own your data and you can take it with you at any time.
Run your sales pipeline and your books in one place. Spend less time on spreadsheets. More time on mission.
14-day free trial. Every feature unlocked. No onboarding fees.