Enquiries get lost.
Reports take weeks.
Clients fall through the gaps.
CRM for NFP is one system for intake, case management, compliance, and funder reporting — built on Microsoft Dynamics 365 and hosted in Australia.
No pitch. No pressure. A practical conversation about whether this fits your organisation.
Working with Australian not-for-profits across community services, membership organisations, and peak bodies
Sound familiar?
Most Australian NFPs we speak with are managing their operations on the same patchwork of tools they had a decade ago.
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Enquiries arrive by phone, email, referral form, and walk-in — and some fall through every day because there is no single place to track them.
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Your last funder report took two or three weeks to assemble from spreadsheets, email threads, and staff memory — and you are not certain it was complete.
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Client records are split across different systems that do not connect — so every handover means re-entering data, and the history is always incomplete.
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Leadership asks for a current picture of service delivery or risk exposure. It takes days — not minutes — to compile something credible enough to show the board.
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A compliance audit is approaching and your evidence chain lives in shared drives, email folders, and the heads of staff who have been there long enough to remember.
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Your intake workers are spending their afternoons on coordination, data entry, and chasing updates — not the work they were employed to do.
Who it's for
Australian NFPs managing complex stakeholder relationships, compliance obligations, and funder accountability
Community Services
Client intake, case tracking, service coordination, evidence capture for funders
Membership Organisations
Member engagement, renewals, events, communications, subscription management
Peak Bodies
Multi-stakeholder coordination, advocacy campaigns, sector representation
Advocacy Groups
Campaign management, supporter engagement, impact tracking, donor stewardship
What your operations look like inside CRM for NFP
Three of the most common screens our clients work with every day.
Choose the modules your organisation needs
See your work queue, priorities, and SLAs
Pull board-ready reports directly from live data
What changes after implementation
Results from organisations that have moved from spreadsheet-based operations to CRM for NFP.
Organisations typically report
faster intake response times
Enquiries no longer lost in email. Clear ownership. SLA tracking. Automated routing to the right team.
Organisations typically report
less time on funder reports
Evidence captured as work happens. Data already structured. Reports pull from real records, not manual summaries.
Standard across all deployments
audit trail coverage
Every access logged. Every change tracked. Compliance questions answered in minutes, not days.
Based on implementation experience across Australian not-for-profit organisations in community services and compliance-intensive sectors.
Most organisations start in one of three places
You do not need every module on day one. Pick the starting point that matches your biggest current pain.
Intake + Case Management
For organisations whose primary problem is managing enquiries and client records. Start here if your intake process currently lives in email and shared spreadsheets.
Compliance + Reporting
For organisations with funder reporting obligations, ACNC accountability requirements, or an audit coming up. Start here if your reports are assembled manually.
Memberships + Communications
For peak bodies and membership organisations managing renewals, events, and stakeholder engagement. Start here if your member management is in spreadsheets.
All available modules
Start with what you need. Add more when you're ready. Each module is built to connect with the others.
Intake & Enquiries
Multi-channel dashboard. Auto-routing. SLA tracking. No more lost enquiries.
Client & Case Management
One profile. Multiple roles. Full interaction history. Vulnerable client flags.
Compliance & Reporting
Risk register. Audit trails. Evidence chain. Board-ready reports.
Funding & Grants
Track funding sources. Link deliverables to activities. Prove outcomes.
Communications
Consent management. Segmentation. Mailchimp replacement via Dynamics 365 Journeys.
Memberships
Membership types. Renewals. Events. Payment via Stripe. Self-service portal.
What implementation actually looks like
The most common concern we hear is disruption. Here is what actually happens — before, during, and after go-live.
Enterprise security built in
Designed for organisations that handle sensitive client data, comply with government funding requirements, and answer to boards and regulators.
Built on a platform that will still exist in 20 years
When you make a long-term technology investment, vendor stability is not a footnote. It is a requirement.
Not a startup's product
Microsoft Dynamics 365 has been in enterprise use for over two decades. The platform is not at risk from a funding round, a pivot, or an acquisition. Your investment is in infrastructure that will still be supported when your current staff have long since moved on.
Your data stays in Australia
Hosted in Microsoft's Sydney and Melbourne datacentres. When your funders, board, or regulators ask about data sovereignty — and they will — you have a documented, verifiable answer. Microsoft publishes its data residency commitments for Australian customers.
The team behind CRM for NFP
Mayasoft Solutions is an Australian implementation partner working exclusively with the not-for-profit sector. We configure, implement, and support Microsoft Dynamics 365-based systems for community services organisations, membership bodies, and peak bodies across Australia.
Our team is based in Australia. So is our support. When you contact us after go-live, you speak to the same team that built your system.
Common questions before the first conversation
How long does implementation take?
For a standard intake and case management configuration, expect 8–12 weeks. Implementations involving multiple modules, data migration from a legacy system, or custom reporting requirements typically take 12–20 weeks. We scope the project and agree on a timeline before any work begins — not after you have signed anything.
Do we need an IT team to manage it?
No. CRM for NFP is a cloud-based system accessed through a standard browser. Day-to-day administration does not require technical expertise. We train one or two nominated people in your organisation to handle routine tasks, and we provide ongoing support for anything beyond that.
Can we start with one module and add more later?
Yes — and most clients do. Intake and case management is the most common starting point. Compliance and reporting modules can be added when funders ask for it. Memberships can be added when you are ready to consolidate your member management. You are not committing to the full product on day one.
Where is our client data stored?
In Microsoft's Australian datacentres — Sydney and Melbourne. Your data does not leave Australia by default. Microsoft publishes its data residency commitments for Australian customers, and we can provide documentation for your board or funders if required.
What does it cost?
Pricing depends on the number of modules, the size of your organisation, and the complexity of your configuration. The annual platform fee typically ranges from $20,000 to $120,000+. We do not quote before the first conversation — because a number without context is not useful to either of us. See our pricing page for more detail.
Ready to find out if this fits your organisation?
Book 30 minutes with our team. We ask about your current challenges, you ask about the platform, and together we work out whether this is the right fit.
Australian team. No offshore handoffs. No long-term contract until you are confident.