Nonprofit CRM and Donor Data Management

Complete consolidated data and engagement tools for every donor and prospect

high quality fundraising

High-Quality Donor Database for High-Quality Fundraising

  • A 360-degree view of your constituents, prospects and donors
  • Identify the most receptive audience for every message and track results
  • View all connections and relationships with complete constituent and corporate householding
  • Effortless duplicate identification and resolution
  • Optional integration with additional wealth screening and data enrichment tools and services

A Powerful All-in-One Donor Management Solution

  • Built-in support for online donation forms, event registration, text-to-give fundraising, pledge drives, direct mail and call center operations and fulfillment
  • Complete membership management including automatic application of benefits and entitlements
  • Easy-to-use online donor portal for supporters to manage their recurring donations, registrations and memberships
nonprofit crm solution
business intelligence

Insightful Reporting and Analytics

  • Model and identify new segments with comprehensive reporting, analytics and visualization tools
  • Extract the greatest value from your data with dashboards, standard reports and ad-hoc reporting
  • Track effectiveness, engagement, response rates, ROI and more at every touchpoint

Real-Time Financials and Accounting

  • Secure payment processing and automatic deposit reconciliation
  • Immediate insight into financial health without spreadsheets or additional reporting
  • Supports accounting best practices and delivers a fully automated audit trail 
  • Acts as a subsidiary to the general ledger that matches your organization’s processes and chart of accounts 
  • Exports and optional integrations ensure that all financial data is recorded in the system of record
business intelligence

Streamline Batch Processing

  • Secure bulk processing and batch entry of gifts, pledges and payments
  • Improve speed and accuracy with complete control of batch templates, defaults, organization and structure
  • Eliminate workday interruptions with automation and scheduling

Helping nonprofits achieve their goals.

Streamlined operations. Innovative technology. Exceptional support.