Zoho for NGO Teams – Donors, Volunteers, Projects and Reports in One Place
Infobyd sets up Zoho for NGOs so donors, volunteers, projects, grants and reports are managed in one connected system. We are a Zoho Advanced Partner founded in 2016, with offices in Indore and Patna and 1240+ clients served. We keep the setup simple, so a small team can run it without IT staff.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
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Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Four problems NGO teams tell us about
NGO teams do a lot with a little. Admin work should not eat into field work.
"Our donor list is in five Excel files."
Individual donors, CSR partners and foundations are tracked separately. Thank-you notes and receipts are late.
Every donor, CSR partner and foundation sits in one Zoho CRM list with full giving history, and each donation is recorded and receipted automatically.
"Volunteers sign up, then we lose them."
Sign-ups come from forms and events, but there is no simple way to schedule them or track hours.
Each online sign-up goes straight into Zoho Creator, where the volunteer is given an activity and their hours are logged.
"We can't show donors what their money did."
Project data sits with field staff. Making a donor or CSR report takes days.
Field staff enter activities and photos on mobile, the program manager checks them, and Zoho Analytics pulls donor and impact reports from CRM, Creator and Books.
"Grant deadlines and compliance dates are missed."
Utilisation reports, renewal dates and fund-wise spending are hard to track.
Grant tracking software for NGOs on Zoho saves report and renewal dates from each signed MoU, shows spent and balance for every grant, and sends reminders before each grant ends.
Built for these kinds of NGOs
Big or small, the same simple Zoho setup follows how your NGO raises funds and runs its programs.
Village programs, beneficiaries and field visits.
Students, centres, sponsors and progress reports.
Camps, beneficiaries reached and follow-up visits.
Company-funded projects with fund-wise reports.
Donations, receipts and repeat giving.
Sign-ups, schedules, events and hours.
Can an NGO use Zoho?
Yes. Zoho apps cover the main needs of an NGO, and you start with only what you need.
Zoho CRM
Donors, CSR partners, foundations, donation history and communication.
Zoho Forms or website forms
Donation interest, volunteer sign-up, beneficiary surveys.
Zoho Creator
Projects, activities, beneficiaries and field data, with mobile entry.
Zoho Books
NGO accounting software for donations received, fund-wise expenses and receipts.
Zoho Campaigns
Newsletters and appeals.
Zoho Analytics
Donor and project reports (optional).
Does Zoho give discounts to NGOs?
Zoho runs a nonprofit program with an online application. TechSoup, Zoho's vetting partner, checks nonprofit status; Indian NGOs can also apply with their local registration documents. Approved NGOs get a wallet credit that pays half of each eligible purchase, and some apps are not covered. The offer can change, so check Zoho for Nonprofits for current terms. We help you apply and choose the right plan.
How an NGO runs on Zoho – the complete flow
We build the system around your business process. You do not have to change your business to fit the software. We keep it simple, with hands-on training for non-technical teams.
Click a stage to see its detailed flow
Donors and grants
Result: Every donor and CSR lead is followed up and every donation is receipted.
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Step 1.1
Donor and CSR leads
Website, events, referrals and campaigns, all in one place.
Zoho Forms Zoho CRM -
Step 1.2
Proposal and grant application
Proposals, budgets and deadlines in one pipeline.
Zoho CRM Zoho WorkDrive -
Step 1.3
MoU and agreement
Signed online; reporting and renewal dates saved.
Zoho Sign Zoho CRM -
Step 1.4
Donations and receipts
Recorded and receipted automatically, in your currency; 80G receipts in India, in the format advised by your CA.
Zoho Books Zoho CRM
Program delivery
Result: Field work is recorded as it happens, with numbers you can trust.
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Step 2.1
Project setup
Budget, goals and indicators for each project.
Zoho Creator -
Step 2.2
Beneficiary registration
From mobile in the field (offline entry).
Zoho Creator -
Step 2.3
Field activities and volunteers
Activity logs, photos, volunteer sign-up and hours.
Zoho Creator Zoho Forms -
Check point
Data verification
Program manager checks field data before it is reported.
Zoho Creator
Funds and compliance
Result: Fund-wise accounts and audit files are ready when you need them.
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Step 3.1
Fund-wise expenses
Every expense booked to its fund and project.
Zoho Books -
Step 3.2
Staff expense claims
Claims with bills, approved level by level.
Zoho Expense -
Step 3.3
Budget against utilisation
Spent and balance for each grant.
Zoho Analytics -
Step 3.4
Audit and compliance
Reports, documents and due dates kept ready, as listed by your CA or auditor.
Zoho Books Zoho WorkDrive
Reports and donor care
Result: Donors see their impact and give again.
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Step 4.1
Donor and impact reports
Pulled from CRM, Creator and Books.
Zoho Analytics -
Step 4.2
Newsletters and social media
Stories and updates to supporters.
Zoho Campaigns Zoho Social -
Step 4.3
Renewals and repeat giving
Reminders before each grant or pledge ends.
Zoho CRM
Running across every stage
Donations, fund balance and program numbers
Staff attendance and salary
Alerts for approvals and due dates
Links Tally and other software
What you can track after go-live
- Every donor's giving history and communication
- Volunteers, activities and hours
- Project progress against goals
- Fund-wise income and spending
- Grant report and renewal dates
How we set up Zoho for your NGO
From the first call to your first donor report on Zoho, you know what happens next and what you get.
Program walkthrough
We go through your donor and program work with you on a video call, from first donation to donor report.
- How donors, grants and receipts are handled today
- Your projects, field teams and volunteers
- The reports your donors and board ask for
- Your tools today: Excel, Tally or other software
You get: a clear picture of where time goes on admin, and which Zoho apps fit.
Plan and quote
We write down what the system will do and share a quote.
- Donor, grant and field steps to build
- Zoho apps, edition, number of users and any nonprofit offer
- Data to move and tools to connect
- Timeline with clear milestones
You get: a written plan and quote. You approve it before we build anything.
Build and test
We build your system and test it with your real cases.
- CRM, Creator and Books set up as per the plan
- Donors, donation history, projects and volunteers moved in
- Field forms tested on the phones your team uses, with offline entry
- Receipts and donor reports tested with sample donations and projects
You get: a working system, checked with your own data. See our data migration service.
Go live and support
Your team starts using Zoho, and we stay with you.
- Training by role: fundraising, field staff, program managers and accounts
- Short user guides and recorded sessions where possible
- 24x7 client support, with a reply within 30 minutes to 1 hour
- New projects and grants added as you grow
You get: one team that knows your setup. See Zoho support and AMC.
Field work on mobile, and your data kept safe
Mobile app
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Works in the field Zoho Creator apps run on Android and iOS, so field staff register beneficiaries and log activities from the phone.
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Offline entry Data is entered with poor internet and syncs when the phone is back online.
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Donor history before a meeting Zoho CRM has Android and iOS apps, so your team sees a donor's giving history on the way to meet them.
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Each person sees only their part Roles and permissions for fundraising, field staff, program managers and accounts.
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Data in your region Zoho runs data centres in many regions, such as India, the US, Europe, Canada, Australia and the UAE. We set up your account on the right one.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesCurefit
Challenge: Assets and staff of four entities were managed in Excel sheets.
One Creator app tracks every asset from stock to scrap.
Read case study Manufacturing · Madhya Pradesh, IndiaBuild Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case study Trading · Madhya Pradesh, IndiaUnique The World of Computer
Challenge: Billing, expenses and GST were done by hand in sheets and paper ledgers.
70% less invoice time and 60% faster compliance reports.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Team is very responsive and they have implemented CRM solutions very smoothly
They excelled in providing customized solutions, making the entire process seamless and efficient.
I highly recommend Infobyd to anyone looking for a reliable and skilled Zoho Partner.
Highly recommended for future projects.
From our blog
All postsZoho for NGOs worldwide
NGOs and charities everywhere need to keep donors, field work and fund reports in one place. We set up the same simple system for them online, from our offices in India.
Countries we serve
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IN
India Indore head office and Patna, with clients across the country.
- AE
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CA
Canada all provinces.
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ZA
South Africa Johannesburg, Cape Town and more.
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NZ
New Zealand Auckland, Wellington and more.
How we work across countries
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Your time zone
walkthroughs, testing and team training are planned around your office and field hours.
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Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
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Your data centre
your donor and beneficiary data is kept on the Zoho data centre for your region (India, US, Europe, Canada, Australia, UAE and more).
Frequently asked questions
What is the best donor management software for an NGO in India?
The best one is the one your team will actually use. Zoho CRM works well as a CRM for NGOs in India and for donor management, because it keeps donor records, history and emails together, and it connects with Zoho Books for receipts.
Can Zoho generate donation receipts?
Yes. Receipts can be created from Zoho Books or Zoho CRM templates. Tax-exemption details (like 80G in India) must be set as per your registration and your CA's advice (please confirm with your CA).
Can volunteers register online?
Yes. We set up a simple online form. Each sign-up goes into your system and can be assigned to an activity. Zoho Creator then works as simple volunteer management software for schedules and hours.
Can field staff work in areas with poor internet?
Zoho Creator mobile apps support offline data entry. Data syncs when the phone is back online.
How much does it cost?
Zoho licence cost depends on the plan, users and any nonprofit offer you qualify for; see Zoho's official pricing page. For our service, ask for a quote. Time depends on scope – we share a clear plan after the free consultation.
Do you set up Zoho for NGOs outside India?
Yes. We work with NGOs, trusts and charities in the UAE, Canada, South Africa, New Zealand, the USA, Australia and other countries. All steps, from the program walkthrough to training, are done online, in your working hours.
Will invoices and tax reports follow my country's rules?
Yes. Zoho Books comes in country editions, for example with VAT filing in the UAE, GST/HST returns in Canada and BAS reports in Australia. We set up the edition for your country and check donation receipts and the tax setup with your accountant.
Spend less time on admin, more on your mission
Book a free call. We will look at your donor and program work and suggest a simple Zoho setup.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served