Produktdetails werden auf Englisch angezeigt. Übersetzungen folgen in Kürze.
Kurze Fakten
- Preis
- $399.00 USD
- Odoo-Versionen
- 17, 18, 19
- Rüstzeit
- 20160 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
NGO & Non-Profit Management
Build-to-order Odoo suite for NGOs: donors, donations, restricted funds, grants, volunteers, memberships and campaigns.
$399.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Donor CRM on res.partner — unified donor, member and volunteer profiles with full contribution history, chatter log and tags for segmentation
Donation and pledge tracking with a dedicated ngo.donation model, payment status, pledge-vs-received computed fields (@api.depends) and recurring/monthly giving
Restricted and unrestricted fund management: every donation is earmarked to an ngo.fund, with live computed balances reconciled to Odoo analytic accounts so restricted money can't be misspent
Grant lifecycle management — applications, awards, budgets, spend tracking against fund lines, and milestone/report deadlines driven by automated actions
Fund accounting integration with Odoo's double-entry ledger: analytic accounts and analytic tags per fund/program for true fund-based financial statements
Volunteer registration and scheduling — website sign-up form, shift/role assignment against events, hour logging and computed impact totals per volunteer
Membership management and renewals built on Odoo's membership app: tiers, dues, expiry dates, auto-renewal reminders via ir.cron and member portal access
Fundraising campaigns and appeals: goal amounts, progress bars, source/UTM attribution and per-campaign donation roll-ups for real-time thermometer reporting
Event and gala management using Odoo Events: ticketing, RSVPs, sponsorship tracking and post-event donor follow-up
Automated donor acknowledgements and tax-receipt PDFs generated as QWeb reports, emailed on donation confirmation with your letterhead and legal wording
Role-based security via ir.model.access.csv plus record rules — separate access for fundraisers, finance, program staff and volunteers, with restricted-fund visibility rules
Dashboards and analytics: pivot and graph views for donations by fund, campaign, donor segment and time, plus KPIs on retention, LTV and grant burn-down
Website and portal integration so donors and members self-serve receipts, pledges and profile updates through their Odoo portal account
XML-RPC / JSON-RPC API access so external donation pages, payment gateways and BI tools can create donations and read fund balances programmatically
Über dieses Produkt
NGO & Non-Profit Management is a build-to-order Odoo application that ECOSIRE designs, builds, installs and supports for charities, foundations and social enterprises. This is not an instant apps.odoo.com download — after purchase our team scopes your donor, fund and program workflows, then delivers a custom module tailored to how your organisation actually runs, typically within 2 to 4 weeks.
Warum NGO & Non-Profit Management wählen
Donor CRM on res.partner — unified donor, member and volunteer profiles with full contribution history, chatter log and tags for segmentation
Donation and pledge tracking with a dedicated ngo.donation model, payment status, pledge-vs-received computed fields (@api.depends) and recurring/monthly giving
Restricted and unrestricted fund management: every donation is earmarked to an ngo.fund, with live computed balances reconciled to Odoo analytic accounts so restricted money can't be misspent
Grant lifecycle management — applications, awards, budgets, spend tracking against fund lines, and milestone/report deadlines driven by automated actions
Fund accounting integration with Odoo's double-entry ledger: analytic accounts and analytic tags per fund/program for true fund-based financial statements
Volunteer registration and scheduling — website sign-up form, shift/role assignment against events, hour logging and computed impact totals per volunteer
The suite extends Odoo's proven CRM, Accounting, Membership, Events and Website apps rather than replacing them, so your team keeps the interface and reporting they already know. New models such as ngo.donor, ngo.donation, ngo.fund, ngo.grant and ngo.volunteer are implemented as first-class Odoo objects (models.Model with typed fields, @api.depends computed totals, and Many2one/One2many relations), registered in a clean __manifest__.py, secured with ir.model.access.csv plus record rules, and surfaced through list, form, kanban and OWL/QWeb views that match Odoo 17, 18 and 19.
At the centre is a donor CRM built on res.partner, giving every donor, member and volunteer a unified 360-degree profile with contribution history, communication log and chatter. Donations and pledges are tracked against restricted and unrestricted funds, so a grant earmarked for "clean water 2026" can never be accidentally spent elsewhere — the fund balance is a computed field that reconciles against Odoo's double-entry ledger via analytic accounts. Grant lifecycles, budgets and reporting milestones are managed with automated actions (base.automation / ir.cron) that nudge program officers before deadlines. Volunteers register through your Odoo website, are scheduled against events and shifts, and log hours that roll up into program impact reports rendered as branded QWeb PDFs.
Because it is real Odoo, everything is auditable, multi-currency, multi-company and API-accessible over XML-RPC and JSON-RPC — so a donation page on your existing WordPress or Shopify site, a payment gateway, or a BI dashboard can read and write records directly. You own the source code, it runs on Odoo Community or Enterprise, and ECOSIRE hands over documentation, training and a post-launch support window so your team is self-sufficient. If your reporting or compliance needs change, the module is yours to extend or ours to evolve.
Was Sie bekommen
- Custom Odoo module source code (the full addon: __manifest__.py, Python models, XML/OWL views, QWeb report templates, security files) delivered as a versioned addon you own
- Installation and configuration on your Odoo 17, 18 or 19 instance (Community or Enterprise), including analytic-account and fund structure setup
- Data migration and import of your existing donors, members, historical donations and fund balances from spreadsheets or your prior system
- Configured security matrix — ir.model.access.csv access rights and record rules for fundraiser, finance, program and volunteer roles, mapped to your team
- Branded QWeb documents: tax-receipt / donation-acknowledgement templates and program impact reports on your letterhead
- Written admin and end-user documentation plus a recorded/live training session for staff and finance
- A defined post-launch support and bug-fix window (typically 30 days) with a clear channel for questions and adjustments
- Optional API/webhook wiring to connect an existing donation page, payment gateway or website to the module over XML-RPC/JSON-RPC
Für wen das ist
NGO / Charity Operations Director
Runs day-to-day operations and needs one system for donors, programs, volunteers and events instead of scattered spreadsheets. Wants clean data, less manual admin and confidence that restricted funds are tracked correctly for the board and auditors.
Foundation Finance & Compliance Manager
Accountable for fund accounting, grant reporting and audit readiness. Needs restricted/unrestricted fund balances that tie back to the general ledger, per-grant budget tracking and receipt/acknowledgement trails that satisfy donors and regulators.
Fundraising & Development Lead
Owns campaigns, appeals and donor relationships. Needs donor segmentation, pledge and recurring-gift tracking, campaign thermometers and retention/LTV analytics to grow giving and steward major donors.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei des NGO & Non-Profit Management-Moduls von Ihrem Konto-Dashboard herunter.
Auf Odoo hochladen
Extrahieren Sie die ZIP-Datei in Ihren Odoo-Ordner für benutzerdefinierte Add-ons auf dem Server (oder laden Sie sie über „Apps“ > „Aus Datei installieren“ auf Odoo.sh/Runbot hoch).
Installieren Sie das Modul
Aktivieren Sie den Entwicklermodus, öffnen Sie „Apps“, klicken Sie auf „Apps-Liste aktualisieren“, suchen Sie nach „NGO & Non-Profit Management“ und klicken Sie auf „Installieren“.
Einstellungen konfigurieren
Öffnen Sie das neue Menü, fügen Sie Ihren ECOSIRE-Lizenzschlüssel ein, verbinden Sie alle externen Anmeldeinformationen (Shopify, Amazon, Stripe usw.) und speichern Sie.
Verifizieren und live gehen
Führen Sie den integrierten Verbindungstest aus, synchronisieren Sie Ihre ersten 10 Datensätze und planen Sie den wiederkehrenden Cron. Wenden Sie sich an den Support, wenn etwas fehlschlägt.
Wie NGO & Non-Profit Management im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Fits your exact donor, fund and grant workflows | Built to your requirements after a scoping session | Achievable but you scope, spec and manage it yourself | Only what the vendor chose to build; often generic | |
| Restricted / unrestricted fund accounting | Dedicated ngo.fund model reconciled to analytic accounts | Possible but must be designed and validated from scratch | Varies; many treat funds as simple tags, not ledger-tied | |
| Donation receipts & acknowledgements | Branded QWeb PDFs auto-emailed on confirmation | Build the QWeb templates and triggers yourself | Usually included but hard to match your legal wording | |
| Volunteers, memberships & campaigns in one place | Integrated across CRM, Membership and Events | You integrate the modules and models yourself | Often only one area (e.g. donations) covered | |
| Source code ownership & extensibility | You own the addon and can extend it freely | You own it — after paying full internal build cost | Licensed; extension depends on vendor and code access | |
| Installation, migration & training included | Install, data migration, docs and staff training delivered | Your team handles all of it | Rarely included; usually download-and-configure alone | |
| Version support (Odoo 17 / 18 / 19) | Targeted and validated for 17, 18 and 19 | You maintain compatibility yourself | Depends on vendor's release cadence | |
| Time to a working solution | Typically 2–4 weeks, fully installed | Months of internal design, build and QA | Fast to install but slow to fit; heavy reconfiguration |
Häufig gestellte Fragen zu NGO & Non-Profit Management
+Is this an instant download I can install myself right away?
No. This is a build-to-order module, not an off-the-shelf apps.odoo.com download. After purchase, ECOSIRE scopes your donor, fund and program requirements, then builds and installs a module tailored to your organisation. You receive working software configured for your instance rather than a generic ZIP you have to wire up yourself.
+How long does delivery take and what does the lead time look like?
Typical delivery is 2 to 4 weeks from the kickoff call, depending on complexity and how quickly we get your data and requirements. The flow is: a scoping session to confirm funds, roles and reports; a build phase where we implement the models, views, security and QWeb receipts; installation on your instance; data migration; then training and handover. We share a milestone schedule so you always know where things stand.
+How are support and updates handled after go-live?
Every engagement includes a defined post-launch support window (typically 30 days) covering bug fixes and adjustments, with a clear channel for questions. Because you own the source code, your team can extend it, or ECOSIRE can provide ongoing support and enhancements under a separate maintenance agreement. When you upgrade across Odoo 17, 18 or 19, we can validate and adapt the module for the new version.
+Does it work with Odoo Community or do I need Enterprise?
It runs on both. The suite is built on core Odoo apps (CRM/res.partner, Accounting/analytic accounting, Membership, Events and Website) that exist in Community, with Enterprise-only touches used only if your instance is Enterprise. During scoping we confirm your edition and design the module to fit it, and it targets Odoo 17, 18 and 19.
+How does restricted-fund accounting actually stay accurate?
Each donation is earmarked to an ngo.fund record, and fund balances are computed fields that reconcile against Odoo's double-entry ledger through analytic accounts and analytic tags. Record rules restrict who can view or move restricted funds, and reporting uses standard pivot/graph views plus QWeb PDFs — so your fund statements tie directly back to the general ledger and hold up in an audit.
+Can it connect to our existing website, payment gateway or donation page?
Yes. The module exposes its records through Odoo's standard XML-RPC and JSON-RPC APIs, so an external donation page, a payment gateway callback, or a BI dashboard can create donations, look up donors and read live fund balances. We can wire this integration as part of the deliverables, or hand you documented API endpoints for your own developers.
Warum Kunden ECOSIRE vertrauen
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NGO & Non-Profit Management
Build-to-order Odoo suite for NGOs: donors, donations, restricted funds, grants, volunteers, memberships and campaigns.
- Donor CRM on res.partner — unified donor, member and volunteer profiles with full contribution history, chatter log and tags for segmentation
- Donation and pledge tracking with a dedicated ngo.donation model, payment status, pledge-vs-received computed fields (@api.depends) and recurring/monthly giving
- Restricted and unrestricted fund management: every donation is earmarked to an ngo.fund, with live computed balances reconciled to Odoo analytic accounts so restricted money can't be misspent
- Grant lifecycle management — applications, awards, budgets, spend tracking against fund lines, and milestone/report deadlines driven by automated actions