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Non Profit

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ERPNext for Non Profit Organization

Run your NGOs smoothly with ERPNext software

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ERP for Fundraising & Donor Management

Tridots Tech’s ERP software helps non-profit organizations overcome unique challenges by simplifying accounting, reporting, and administrative tasks in a cost-effective way. From donor management to performance visualization, our custom cloud ERP centralizes processes, improves collaboration, ensures compliance with multi-year grant reporting, and scales seamlessly through integrations. Designed to enhance stewardship of funds and operational efficiency, our platform empowers non-profits to focus on impact while optimizing resources.

ERPNext Modules in Non-Profit Business

Bring new opportunities to Non-profit organization or NGO's operation with our ERPnext development system that navigates end-to-end trends and pain points.

Membership & Volunteer Management

Effectively manage your community with tools to organize members, categorize types, and engage with volunteers.

Manage Your Members
Membership
Membership Types
Volunteer
Manage Your Members

Add multiple Members simply

Classify members into various categories

Setup membership for members

Monitor active members of your community

Membership

Create New Membership

Name the membership type, status, validity

Update payment details for each membership

Reuse or edit membership plans anytime

Membership Types

Add any number of membership types

Activate the 'Status' of membership types to be used

Categorize members based on membership types

Volunteer

Add new volunteer and centralize list

Record volunteer details, address.

Maintain every volunteers availability & timeslots

Categorize volunteer's based on skills

Donor & Fundraising Operations

Track donors, manage donations, and handle grants with transparency and ease to maximize funding impact.
Donor Management
Grant Application
Donor Management

Manage donations received from various payment modes

Allow donors to donate directly via login portal

Instant message of acknowledgement (SMS, email)

Record & import donation details to tally

Grant Application

Grant application templates or form

Update applicant name, type, email, reason

Add requested amount in form

Track and record all information's

Accounting & Financial Control

Simplify your organization’s financials, from multi-currency donations to detailed billing and pricing setups.
Billing & Pricing
Multi-Currency Accounting
Billing & Pricing

Custom or auto generate billing invoice template

Edit supplier or donor name in print invoices

Record procure invoices of items/request

Multi-Currency Accounting

Custom or auto generated invoices for donation

Scheme-based monthly or yearly recurring payment

Manage transactions and exchange rate factors

Record entire cashflow and transactions

Why Choose ERPNext for Non-Profits?
From donor management to accounting—ERPNext empowers non-profits with clarity, automation, and community-centric tools to maximize impact and transparency.
Complete Member Management

Track memberships, roles, renewals, and communications in one place.

Streamlined Donation Handling

Record, acknowledge, and report on donations with ease.

Grant Lifecycle Automation

Manage applications, deadlines, and approvals efficiently

Integrated Accounting

Comprehensive finance module with multi-currency, billing, and fund tracking.

Volunteer Coordination Made Easy

Assign roles, log hours, and manage tasks for every helping hand.

Transparent Reporting

Stay audit-ready with real-time dashboards, donor reports, and fund utilization insights.

ERPNext

vs

Traditional Software

Feature
Tridots ERPNext for Non-Profits
Traditional ERP Systems

Donor & Member Management

Centralized contact profiles with donation history

Often requires external CRM
Grant & Fund Tracking
Track funds by source, project, and budget
Manual fund categorization

Impact & Project Reporting

Real-time dashboards for activities, funds, and outcomes
Delayed or spreadsheet-based reporting
Donation Integration
Online donation forms, UPI/payment gateway ready
Needs third-party or custom tools
Compliance & Audit Trails

Built-in financial controls, full traceability

Difficult audit trail, fragmented data

Why Choose Tridots Tech?

Streamline operations and maximize impact with ERPNext solutions built for NGOs and charitable organizations.

Donation & Fund Tracking

We set up ERPNext to manage donors, grants, and fund allocation effortlessly.

Volunteer & Member Management

Organize events, volunteers, and beneficiaries in one centralized system.

Compliance & Transparency

Generate audit-ready reports to maintain donor trust and legal compliance.

Get Started Today

Let Tridots Tech support your mission with ERPNext’s efficient non-profit management tools.

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Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

Can ERPNext help me track and manage donations easily?
Yes, you can record, acknowledge, and report donations across multiple channels with transparency.
How does ERPNext support donor relationships?

It keeps a full history of donor communications, donations, and auto-sends thank-you messages.

Can we manage both members and volunteers in the same system?
Yes, ERPNext lets you categorize members, assign volunteer tasks, and log their hours—all in one place.
Does ERPNext support managing grants and fund utilization?
Absolutely—track grant applications, fund allocation, and usage with built-in workflows and reports.
Will I be able to generate audit-ready reports and comply with funding regulations?
Yes, ERPNext includes transparent reporting, FCRA-ready logs, and real-time dashboards for compliance.
Can donors donate online and receive instant receipts?

Yes, ERPNext supports donor login portals, instant receipts, and automated acknowledgments via email/SMS.

Is the system suitable for international NGOs handling multiple currencies?
Yes, ERPNext offers full multi-currency support for billing, donations, and accounting.
Do I need technical skills to manage or customize this ERP?
Not at all—ERPNext allows easy no-code customization for forms, workflows, and reports.
Can we manage fundraising events or awareness programs using ERPNext?

Yes, it includes event management features to plan, promote, and track NGO events.

Why should I choose Tridots Tech to implement ERPNext for my NGO?
Tridots Tech offers NGO-specific ERP setups focused on donor tracking, fund reporting, and volunteer coordination—with full support.

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