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iDONATEpro is the ultimate all-in-one solution created specifically for fundraising.

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)
  
• DONATIONS
  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.
• BUNDLERS
  Keep track of bundlers.
  Track and report commitments, funds raised and balance of bundlers.