A Fresh & Flexible Nonprofit CRM

Julep helps you nurture relationships with existing donors, provides guidance in fostering new ones, and gives you the insight needed to reach your development goals. 

Streamline Your Nonprofit

Julep is a new nonprofit CRM that streamlines nonprofit management while helping you focus on what’s important — building and cultivating donor relationships. See it in action now. 

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The Comprehensive Charity CRM

As the nonprofit sector changes, you need a flexible CRM that adapts with your organization while building new relationships and keeping existing donors engaged. Developed by fundraising veterans, Julep is a fresh approach to nonprofit management software designed to help you do your job better without an enormous price tag and steep learning curve.

Donor Cultivation & Management

With features to guide you through major gift asks, and handy graphs to track giving over consecutive years, Julep helps you cultivate big and small donors. ​

Donation Processing & Online Giving

Through an integration with Anedot and multiple ways to add data, Julep’s donation processing system is seamless. ​

Robust Search & Reporting

Julep’s search and reporting functions form the core of the platform with complex search queries and options to save frequent searches. 

Strategic Data Hub

Julep puts all your data – from donor history, event planning, invoices, and fundraising, in one place that’s accessible from any device.

Event Management

Julep’s Event Dashboard helps you plan, track invitations, manage donations, ticketing options, guest lists, pledge follow-up, and many other features that ensure all the details are handled.

Administrative Support

From accounts payable and accounting features to email integrations, Julep has tools that serve every function of your organization.

Interested in Learning More?

Schedule a live demo to see a personalized walk-thru of Julep.

Julep CRM Home Dashboard | JulepCRM.com

Interactive Dashboard Analytics

Julep’s set of dashboards provide a visual into the metrics that matter most to guide outreach efforts and fundraising campaigns. Julep includes separate dashboard features are specifically designed to meet the needs of every member on the development team from gift officers to the executive director.

Powerful Search & Reporting Tools

With robust search filters,  custom exports, and savable searches, Julep’s search functions form the core of the platform. Whether you need to run a simple query, export detailed search results, or save a customized search that you run each day, Julep’s search options will fit your organization’s needs.

Julep People Profile | JulepCRM.com

Detailed Donor Profiles

Get a 360-degree view of prospects, donors, and organizations at-a-glance. Quickly pull up their giving history, contact information, relationships, pledges, event attendance, and more. Julep profiles gives nonprofit organizations the tools they need to review their connection to a constituent and create a personalized outreach plan to cultivate that relationship.

Use Your Existing Tools

Julep’s flexible platform integrates with popular email & donation systems. 

Julep Integration with Anedot | JulepCRM.com
Julep Integration with Constant Contact | JulepCRM.com
Julep Integration with Mailchimp | JulepCRM.com