Create and save custom reports, manage tax receipts or reply to new donations straight from your dashboard.
With our unlimited CRM, you don’t ever have to worry about the size and growth of your audience.
A complete system for manual donation management with pledges, allocations, soft crediting and households.
Filter your audience based on tags or donation history, or use pre-defined conditions like LYBUNTY or SYBUNTY.
We work with all of your favorite tools. Expand the reach of your nonprofit CRM by connecting your favorite software.
Track donation data, quickly identify trends and take action to improve your ongoing campaigns.
Bring a better way of organization to your donor management with custom segmentation. By combining smart filters and pre-defined templates, you will always be just one click from the data you need.
Seamless filtering thanks to pre-defined templates like SYBUNTY, LYBUNTY or recurring donors.
Create, save and manage your own segments. The list of all segments gives you a perfect overview of your audience distribution.
Send text messages or Facebook campaigns to segments of your choice.
Finding the right donor or transaction has never been easier. Just write the email, name or amount and our powerful search engine will show you the result instantly. No need to scroll through hundreds of records anymore.
Create donation reports with custom filters and multiple conditions. Take advantage of our templates to generate one-click reports or make your own presets.
Visualized donor data helps you make the right decisions. Stay informed with our advanced analytics tools and steer your fundraising based on real activities rather than assumptions.
Learn the exact source of your donation whether it came from an email, social media or an SMS campaign.
Track performance of each week day based on money raised and plan your campaigns accordingly.
Optimize your SMS campaigns with the data percentage of sent, received, opened and clicked text messages.
Add additional contacts to any donation to give credit and track your refferal network.
Make a record of a future donation that was pledged by an individual or institution.
Work with third party systems and export and import donor records and transactions.
Keep important information about your donors, institutions or transactions right within their accounts.
Create and manage households, corporations, churches, DAFs or any other type of organization.
Invite unlimited numbers of admins, creators or accountants. Each role has a different level of access.
Engage your new donors and reply to every new donation with pre-defined and custom answers.
Asign tags to donors to create new segmenets and build your own organization structure.
Build and track relationships between families, employees or church members.