All Business Types

Non-Profit

NGOs, charities, associations, foundations

3 essential modules
10 recommended modules
7 roles
Free to start

Essential Modules

Core

These modules form the core of a complete Non-Profit setup.

Customers

Customer management with CRM features, lifecycle tracking, tags, and activity timeline

Free

Invoicing

Invoice generation, numbering series, and payment tracking

Free

Expenses

Expense tracking, suppliers, and purchase order management

Free

Recommended Modules

Optional

These modules add extra features to enhance your setup.

Staff

Employee profiles, documents, and organizational structure

Free

Projects & Time Tracking

Project management, milestones and time tracking

Free

Tasks

Task management, calls, meetings and activities

Free

Marketing Campaigns

Plan, execute and track marketing campaigns

Free

Messaging

Customer communication via WhatsApp, SMS, and email with CRM automations

Free

Notifications

Centralized notification and alert system

Free

Reports

Custom report builder with saved reports and scheduled delivery

Free

Budgets

Budget planning, tracking and variance analysis

Free

Document Templates

Customizable document templates for receipts, invoices, and reports

Free

Data Import/Export

Data import and export in multiple formats

Free

Suggested Roles

7

Pre-configured roles for a Non-Profit business. Each role comes with the right permissions.

Document Editor

Documents

Creates and manages document templates.

doc_templates.*

Expense Manager

Expenses

Manages and approves expenses.

expenses.*

Accountant

Invoicing

Manages invoices and document templates.

invoicing.* doc_templates.*

Communications Manager

Messaging & Notifications

Manages messaging and notification settings.

messaging.* notifications.*

Project Manager

Projects

Full access to projects and tasks.

projects.* tasks.*

Team Member

Projects

Views projects and manages own tasks.

projects.view_* tasks.*

Task User

Tasks

Creates and manages tasks.

tasks.*

Start your Non-Profit with ERPlora

Create your free account and set up your business in minutes. All essential modules are included at no cost.