Nonprofit CRM and Donor Data Management
Complete consolidated data and engagement tools for every donor and prospect
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
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
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
