TormanoYour pipeline and your books, finally on the same screenYour donors and your books, finally on the same screen
The CRM built around QuickBooks: two-way sync, revenue recognition and collections built in, AI included. From $29 a seat, no onboarding fees.
The nonprofit CRM built around QuickBooks: donations, grants, volunteers, and events on top of your books. From $49 a month for unlimited users, no onboarding fees.
14 days, every feature unlocked, no credit card required.
Published on the Intuit QuickBooks App StorePublished on the Intuit QuickBooks App Store
Why sales teams switch to Tormano
Why nonprofits switch to Tormano
Pipeline, AI, revenue, and QuickBooks in one workspace.
Fundraising, grants, volunteers, and QuickBooks in one workspace.
Sales pipeline that runs itself
A drag-and-drop kanban board with stage win rates, color coding by deal value or age, quick-add in every column, and a list view.
A full AI suite, not a chatbot bolted on
Predictive scoring, proactive insights, sentiment analysis, conversation intelligence, auto-enrichment, and AI transparency with one-click undo on every change.
Revenue intelligence that finance trusts
Pipeline-to-cash forecasting, MRR and ARR tracking, deal margin analysis, a working capital dashboard, Smart Collections, and ASC 606 revenue recognition.
No-code automation with an audit trail
Workflows fire on record changes, stage changes, and schedules. Email, Slack, QuickBooks, and CRM actions come out of the box, and every run is logged.
Sync QuickBooks Online and Desktop both ways
400+ QuickBooks actions covering invoices, payments, items, vendors, projects, revenue recognition, and collections. Connect once and never re-enter a customer.
Board, calendar, and map views on every record
Switch any list between table, kanban by stage, calendar, or 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, with measures, groupings, drill-down, and pivot on every major record type. Schedule it as a PDF, Excel, or CSV.
Drag-and-drop dashboards on live data
Interactive charts with tooltips and legends, dashboard-wide date and owner filters, KPI tiles, goals, gamification, and scheduled email delivery as PDF, CSV, or Excel.
Fundraising built in, not a CRM with a donate button
Donation forms, recurring sustainers on Stripe, pledges, peer-to-peer, multi-fund and restriction tracking, a 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 the AI Grant Writing Assistant: draft each section in the tone you choose, regenerate what you dislike, export as a PDF.
Volunteers, shifts, and hours in one record
A volunteer database tied to your contacts: skills, availability, background-check tracking, shift scheduling, and hour logging, with the right coordinator notified for each program.
Events with registration tracking
Galas, fundraisers, community events. Registrations, capacity caps and waitlists, door check-in, and payments tied to the donor record. An Eventbrite sync turns registrations into contacts automatically.
QuickBooks sync built for nonprofits
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.
Tax receipts, generated automatically
Year-end statements and individual gift receipts: batch generate, email, void, and reissue, in US IRS and Canadian CRA formats, with 501(c)(3) language and an audit trail.
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 suite, 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
A visual kanban board with stage win rates, AI-suggested next actions, predictive scoring, and automation that fires the moment a deal stalls.
Collect cash faster
Smart Collections with payment reliability scoring, dunning sequences, and a working capital dashboard that brings 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 the AI Grant Writing Assistant.
Retain donors
Donor portal, automated tax receipts with 501(c)(3) language, sustainer follow-up, 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.
Two-way QuickBooks sync, built into your CRM
Two-way QuickBooks sync, built for nonprofits
Two-way sync with QuickBooks Online and QuickBooks Desktop, plus revenue recognition and collections in the same 60+-tab workspace: 400+ QuickBooks actions in all.
Two-way sync with QuickBooks Online and QuickBooks Desktop, plus fund accounting and sustainer follow-up in the same 60+-tab workspace: 400+ QuickBooks actions in all.
Two-way sync for QuickBooks Online and Desktop
Customers, invoices, payments, items, classes, vendors, and bills sync in both directions. QuickBooks Online updates in real time, QuickBooks Desktop on the schedule you set, and edits never overwrite each other.
Donations sync as sales receipts, pledges can book as receivable invoices, and each gift's fund tags the right class. QuickBooks Online updates in real time, QuickBooks Desktop on the schedule you set.
ASC 606 revenue recognition built inFund accounting and Form 990 data
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, all computed from the same records your finance team reconciles in QuickBooks.
Smart Collections and dunningSustainer and pledge follow-up
Payment reliability scoring per customer, dunning sequences with stage-by-stage escalation, a payment terms advisor, and a working capital and 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 QuickBooks reports, including P&L, Balance Sheet, General Ledger, and Trial Balance, rendered inside Tormano.
AI that shows its work
Every AI action is logged with its reasoning, its confidence, and a one-click undo. Included in your plan price, with no AI add-on to buy and no usage credits to top up.
AI transparency and undo
Every AI change is logged with the old value, the new value, the confidence score, and the reasoning. If it gets one wrong, click undo and the original comes back.
Predictive scoring
Every lead and deal is scored against your own history, with the factors that moved the score explained in plain language.
Every donor and gift is scored against your own history, with the factors that moved the score explained in plain language.
Proactive insights
Tormano flags deal risk, momentum shifts, and the next task on an account before you have to go looking for them.
Tormano flags lapsing donors, at-risk recurring gifts, and the next step with a supporter before you have to go looking for them.
Sentiment analysis
Reads inbound email for frustration signals and flags the accounts that need attention first.
Reads inbound email for frustration signals and flags the supporters who need attention first.
Conversation intelligence
Pulls topics, action items, and objections out of meeting transcripts and pasted notes, and writes them back to the deal.
Pulls topics, action items, and commitments out of meeting transcripts and pasted notes, and writes them back to the donor record.
Auto-enrichment
Company and contact details fill in on their own, at no extra cost. Bring your own data provider when you want deeper coverage.
Lead scoring and auto-enrichment are included on every plan. The full AI suite is on the Business plan.
Donor scoring and auto-enrichment are included on every plan. The full AI suite is on the Professional plan.
How it works
No onboarding consultant, no setup project. Three steps and you are live.
Connect QuickBooks
Sign in with QuickBooks Online, or connect QuickBooks Desktop. Customers, invoices, and items start syncing straight away.
Sign in with QuickBooks Online, or connect QuickBooks Desktop. Funds, donors, and grant accounts start syncing straight away.
Import your contactsImport your donors
Drop in a CSV, or start from a prebuilt template for HubSpot, Salesforce, Pipedrive, or Zoho. Deduplication runs automatically as records land.
Drop in a CSV, or start from a prebuilt template for Bloomerang, DonorPerfect, Neon CRM, Little Green Light, and more. Deduplication runs automatically.
Run your pipelineRun your campaigns
Drag deals across stages on day one. QuickBooks sync, reporting, and lead scoring are already on, with nothing to configure.
Send your first acknowledgement, schedule a volunteer shift, or draft a grant on day one. Reporting and donor scoring are already on.
Straightforward pricing
Every plan includes QuickBooks sync, scoring, and enrichment. No onboarding fees, and the 14-day free trial needs no credit card.
Essentials
Core CRM for small sales teams.
Billed annually.Billed monthly.
- 10,000 contacts
- 1 pipeline, 5 automations, 2 web forms
- Advanced QuickBooks: vendors, bills, expenses, payments, journal entries
- Lead scoring and auto-enrichment
- Task board with due dates and owners
- Meeting scheduling with public booking pages
- Audit trail on every change
- Works as an app on your phone, even offline
Growth
Full-featured CRM for growing teams.
Billed annually.Billed monthly.
- Everything in Essentials, plus:
- 50,000 contacts, 5 pipelines, 50 automations
- Email campaigns and 10 web forms
- Quotes and invoicing
- Xero, Stripe/ACH, and Zapier
- Visual workflow builder with branching and parallel steps
- Report Studio and custom dashboards
- Approval workflows and assignment rules
- Client portal, WhatsApp Business, and gamification
Business
Premium CRM with the full AI suite and full QuickBooks depth.
Billed annually.Billed monthly.
- Everything in Growth, plus:
- Unlimited contacts, pipelines, automations, and forms
- The full AI suite: predictive scoring, proactive insights, sentiment, conversation intelligence, and the AI Email Agent
- Full QuickBooks depth: ASC 606 revenue recognition, subscriptions, margin, working capital, collections, and multi-entity views
- Revenue forecasting and territories
- Multi-currency and custom objects
- Nine roles, single sign-on, and privacy tools
- White-label branding, API and webhooks
Starter
Essential nonprofit CRM for a small team.
Billed annually. Unlimited users.Billed monthly. Unlimited users.
- 5,000 contacts
- Households, relationships, and giving statements
- One-time gifts, pledges, and recurring giving on Stripe
- Donation tax receipts (IRS and CRA)
- 2 donation forms, 2 web forms, 5 automations
- Grant tracking with milestones
- Programs, events, and a volunteer database
- Advanced QuickBooks: fund accounting, Form 990 prep, Stripe/ACH payments
- Donor scoring, auto-enrichment, and an audit trail
Standard
Full-featured nonprofit CRM for a growing team.
Billed annually. Unlimited users.Billed monthly. Unlimited users.
- Everything in Starter, plus:
- 25,000 contacts, 25 automations
- 10 donation forms, 10 web forms
- Self-service donor portal
- Volunteer shifts and hour logging
- Memberships and member renewals
- Email campaigns and multi-currency
- Report Studio and custom dashboards
- Xero and Zapier
- Workflow builder with approvals and assignment rules
Professional
Premium nonprofit CRM with the full AI suite.
Billed annually. Unlimited users.Billed monthly. Unlimited users.
- Everything in Standard, plus:
- Unlimited contacts, forms, and automations
- AI Grant Writing Assistant
- Predictive donor scoring with 990 and grant research
- Proactive insights, sentiment, and conversation intelligence
- AI Email Agent, data cleaning, and document processing
- Giving forecasts and gamification
- Full QuickBooks depth, including multi-entity views
- Custom objects and a client portal
- Single sign-on, privacy tools, white-label branding, API and webhooks
Tormano charges 0.25% on payments
Payments settle into your organization's own Stripe account, so you also pay Stripe's standard rate of 2.9% + 30¢ per successful card charge. All in, a card payment costs about 3.15% + 30¢, which is roughly $157.80 on a $5,000 invoice, of which $12.50 is ours.
- Invoices and payments you record by hand carry no platform fee.
- Refund a payment and we return our fee in proportion to the refund.
- Funds land in your own Stripe account. Tormano never holds your money.
Tormano charges 2% on online giving
Donations settle into your organization's own Stripe account, so you also pay Stripe's standard rate of 2.9% + 30¢ per successful card charge. All in, a card gift costs about 4.9% + 30¢, which is roughly $5.20 on a $100 donation, leaving about $94.80 with you.
- No donor tips. Our giving forms carry no tip prompt and no suggested-tip default.
- Gifts you record by hand carry no platform fee, and refunds return our fee in proportion.
- Funds land in your own Stripe account. Tormano never holds your money.
ACH and international cards are priced differently by Stripe. See all fees.
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.
| What you pay | Tormano | HubSpot | Salesforce | Pipedrive | Method CRM |
|---|---|---|---|---|---|
| Entry price (per seat, per month) | From $29 | Free tier; Starter $7 to $20 | $25 | $14 | $35 |
| Mandatory onboarding fee | None | $1,500 (Professional), $3,500 (Enterprise) | None | None | None |
| AI pricing | Included, no usage credits | Credit-metered agents | $125 per user add-on, or credits | Included per tier | Not published |
| Nonprofit product | Dedicated product, flat rate | No | Separate cloud ($60 per user) | No | No |
| What you pay | Tormano | Bloomerang | Virtuous | Neon CRM |
|---|---|---|---|---|
| Entry price (per month) | Flat from $49, unlimited users | From $125, priced by records | Quote only | From $99, scaled by revenue |
| Mandatory onboarding fee | None | Not published | Not published | Not published |
| Volunteer management | Included | Separate product, from $119 a month | Not published | Paid add-on, plus 10% |
| Record limits | 5,000 to unlimited by plan | Priced by record count | Quote only | Unlimited records, priced by revenue |
Competitor pricing as publicly listed, July 2026. Where a vendor does not publish a capability, the cell reads Not published.
Common questions
How does the free trial work?
Every plan starts with a 14-day free trial, every feature unlocked, no credit card required. There is no card at sign-up, no automatic charge, and nothing to cancel. When the 14 days are up your workspace becomes read-only until you choose a plan, and your data is kept rather than deleted. Add a card any time to carry on.
Is AI included on every plan?
Scoring and auto-enrichment are included on every plan, for businesses and nonprofits alike. The top plan (Business for companies, Professional for nonprofits) adds the full AI suite: predictive scoring, proactive insights, sentiment analysis, conversation intelligence, the AI Email Agent, and, for nonprofits, the AI Grant Writing Assistant. Every AI action is logged with an undo.
What does it cost to accept payments or donations?
Our platform fee is 0.25% on business payments and 2% on online donations. Money settles into your organization's own Stripe account, so you also pay Stripe's standard rate of 2.9% + 30¢ per card charge: about 3.15% + 30¢ all in on a payment, about 4.9% + 30¢ on a gift. Anything you record by hand is free.
How deep is the QuickBooks integration?
400+ QuickBooks actions in a 60+-tab workspace: two-way sync with QuickBooks Online and QuickBooks Desktop, revenue recognition and collections for companies, fund tracking and tax receipts for nonprofits, and eight QuickBooks reports rendered inside Tormano. Sync is on every plan and the full depth is on the top plan. See how the QuickBooks integration works.
Can I import from what I use today?
Yes. Prebuilt templates map the export columns of 11 platforms for you, including HubSpot, Salesforce, Zoho, Pipedrive, Bloomerang, DonorPerfect, and Little Green Light. Using something else, Raiser's Edge included? Import a CSV and Tormano matches the common columns on its own, so you map the rest once. Deduplication runs as records land.
How does pricing work?
Business plans are priced per seat, per month: add or remove seats any time and your invoice prorates automatically, with no minimum commitment. Nonprofit plans are flat rate with unlimited users, so your development team, volunteer coordinators, finance team, and board can all have a login without changing the price.
How does annual billing work?
Annual billing saves up to 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 once a year. You can switch between monthly and annual any time.
Is my data secure?
Your data is encrypted in transit and at rest, access is role-based, and every change is written to an audit trail on every plan. The top plans add single sign-on and privacy tools. Our Privacy Policy, Data Processing Agreement, and security overview set out the full detail.
How do I export my data if I leave?
Every plan includes self-service export to CSV and JSON across every major record type, with no export fee and no support ticket to raise. You own your data and you can take it with you at any time.
One CRM, one ledger
One donor view, one ledger
Connect QuickBooks, import your contacts, and run your own pipeline in Tormano from $29 a seat.
Connect QuickBooks, import your donors, and run your own fundraising in Tormano from $49 a month.
14 days, every feature unlocked, no credit card required.