Because it's not about how hard you work. It's about how much you get done.
Contacts, Donors & Constituents
- CONTACT RELATIONSHIP MANAGEMENT (CRM)
Contacts, Donors, Constituents, Members, People & Entities
Keep an unlimited number of contacts with phone numbers, addresses, email addresses, companies, titles, employers, occupations, industries, websites and birthdays. Personalize contacts with photos, donation history and bios.
- CALLS SHEETS & BREIFING PAPERS
Create professional call sheets and briefing papers with a single click.
Pull all contact info including donor history, allowing you and your clients to make more pertinent asks.
(Click here to see Call Sheet)
Record, track, and report donations.
View a contact’s donations and pledges to multiple clients, committees, events and accounts in a single space.
(Click here to see Donation Report)
- HOUSEHOLDING & ASSOCIATES
Link contacts together.
Easily household spouses, parents and siblings, as well as track relationships between contacts privately for internal use.
- NOTES & REMINDERS
Never lose track of a donor.
Keep detailed logs of all related tasks, email correspondence and notes. Flag any note as a reminder to show on the home screen for easy reference.
- CONTACT COMMITMENTS & PLEDGES
Track donor commitments, pledges, and progress.
- BACTH DONATIONS
Create batch reports with ease.
All legally required information is automatically included in the reports.
Keep track of bundlers.
Track and report commitments, funds raised and balance of bundlers.