Glossary
CRM Basics

Organization Record

By: Alec Hollingsworth
Updated:  
July 2, 2025

Definition:

An Organization Record is a CRM profile that stores all relevant information and activity history for an external organization your nonprofit interacts with.
An Organization Record is a centralized data profile within a nonprofit CRM that represents an external organization your nonprofit interacts with. This record stores essential information such as contact details, communication history, donation records, partnership agreements, and related activities. It enables organizations to track and manage relationships with companies, foundations, government agencies, or other nonprofits. By consolidating these details, Organization Records help nonprofits improve engagement, reporting, and collaboration. They also provide a holistic view of each organizational stakeholder, making it easier to manage outreach, stewardship, and accountability.

Key Takeaways

  • Centralizes all data about external organizations
  • Tracks donations, communications, and activities
  • Supports relationship management and reporting
  • Links with contacts and other CRM records

Why It Matters

Organization Records streamline relationship management and reporting for nonprofits, supporting effective engagement and partnerships.

Real World Example

Imagine a nonprofit that partners with several local businesses for annual fundraising events. Each business is added to the CRM as an Organization Record, where staff log contact information, meeting notes, past donations, and event participation. When planning the next event, team members can quickly review each Organization Record to see which businesses have supported previous events, what communication has occurred, and which staff members have interacted with them. This streamlines outreach efforts and ensures continuity, even if staff turnover occurs.

How Keela Helps

In Keela, Organization Records help users manage and track interactions with corporate sponsors, grantmakers, or community partners. Keela allows you to link contacts, donations, and activities to each Organization Record, making relationship management more efficient and helping your team collaborate seamlessly across various touchpoints.

Frequently Asked Questions

What is an Organization Record in a nonprofit CRM?

An Organization Record is a profile that stores key details and history about an external organization your nonprofit works with.

How does an Organization Record differ from a Contact Record?

Organization Records represent groups or companies, while Contact Records store information about individual people.

How can Keela users benefit from Organization Records?

Keela users can track donations, manage communications, and link contacts to Organization Records for streamlined relationship management.

Can multiple contacts be linked to a single Organization Record?

Yes, you can associate multiple individual contacts with one Organization Record, such as employees or representatives.

Related Terms

A/B Test
Accessibility Compliance
Acknowledgement Letter
Address Verification
Affiliation
Archiving Historical Donor Data

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