Category

In nonprofit CRM systems, a 'Category' is a label or classification used to group contacts, donations, activities, or other records based on shared characteristics or purposes. Categories help organizations segment their data for easier tracking, reporting, and communication. For example, contacts can be categorized by donor type, volunteer role, or program involvement. Accurate categorization streamlines workflows, enables targeted outreach, and supports more meaningful analytics. The flexibility to create and assign custom categories allows organizations to tailor their CRM to fit their unique operational needs, ensuring that information is organized in a way that aligns with their strategic objectives and reporting requirements.

Within Keela, you can create and assign categories to contacts, donations, and activities to streamline segmentation and reporting. This feature helps users organize their records efficiently, enabling targeted communications and more effective data analysis tailored to their nonprofit’s objectives.