Topolo for Nonprofit executive director

Keep programme relationships and next actions together.

Bring contacts, companies and tasks into CRM around the nonprofit’s actual operating process. Start with one programme or relationship workflow, then add the apps needed for delivery and communication.

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Topolo CRM contact and company workspace

How it works

A relationship record you can return to.

Start with CRM for this part of the work. Verify the handoffs before extending the workflow.

Build the contact context

Keep the person, company and relevant notes together. Check imported fields against the records you want to use.

Record the opportunity

Use deals and tasks to keep the commercial work and its next action visible.

Review the handoff

Ask the next owner to pick up the record and explain what needs to happen next.

The suite

The apps around your workflow.

Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.

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CRM

Contacts, companies, opportunities and the tasks that keep a relationship moving.

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Auth

Organisation identity, roles, scoped credentials and workspace access.

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Brand

Approved identity, assets, voice and claims in a published brand kit.

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Flow

Published app actions connected into a workflow you can inspect.

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Agent

Versioned AI agents with evaluations, approvals and accountable runs.

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Docs

Versioned documents, organised spaces, search and cited answers.

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Before you get started.

Useful questions for choosing the right starting point.

Where should nonprofit executive director work begin?

What should we check before expanding?

Start with the workflow above and compare the result with your current process. Check the relevant app access, supported inputs and handoffs before bringing more work into the suite.

How do we choose the right plan?

Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.

Keep exploring.

Check the product, review the details or talk through your next workflow.

Explore CRM

See the CRM workspace and its current availability.

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Read the CRM reference

See the available capabilities and how they work.

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Browse related solutions

Find another starting point for your business or role.

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Check plans and pricing

Review current plan terms and the apps your workflow needs.

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Book a demo

Talk through the process and requirements you want to evaluate.

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