Target New Donors.
Run metrics and coordinate efforts to turn expectations into results.
Increase the Value of Your Data
- TARGETING & FINDING
Target contacts, add them to groups, and generate reports.
Find and target by address, county, client, committee, donation account, date range, donation amount, etc., and generate reports or add to lists/groups.
(Click here to see Donation Report)
Search entire database by any metric.
Search by First Name, Last Name, Company, Employer, Email Address, Phone number, etc.
- DE-DUPE & MERGE CONTACTS
Run multiple-method duplicate finds & de-dupes.
Automatically de-dupe and merge duplicate contacts without losing any information.
- CONTACT & DONOR PREFFERENCE
Sort and organize contact points.
Organize information in preference of the contact, so preferred phone number or email is used.
- DONATIONS FIND
Find donations based on multiple criteria.
Find by client, committee, account, date, date range, amount, company, employer, city, county, zip code and name.
- PLEDGE FIND & REPORTS
View outstanding pledges with the click of a button.
Find pledges by client, committee, account, date, date range, amount, company, employer, city, county, zip code and name.
- DONATION REPORTS & HISTORY
Generate donation reports and pledge reports.
Export to spreadsheet or a PDF document.
- BUNDLER REPORTS
Instantly generate bundler reports.
Keep track of bundler progress and send reports of their progress with the click of a button.
- IDENTIFY YOUR BEST DONORS
Find for donor giving history.
Categorize your donors by giving frequency and amount.