Contacts
Keep track of affiliations, campaign history, donation history and communication history as well as appointments and donor research notes. Get a comprehensive snapshot of everything relating to your Major Donors in addition to their contact information and personal data.
Organizations
Store information such as internal contact names, address, phone numbers, website, email, attachments and notes for any company, government agency, charity or trust. Or, connect a donor with their company or organization to create a complete donor profile.
Campaigns
Plan, manage and track direct mail programs, seminars, print advertisements, email, or any other type of marketing initiative. Access information by campaign or by donor for maximum efficiency.
Donations
Track donations received by campaign or by donor, as well as any Major Giving donation progress to improve your solicitation processes. Link donations to campaigns to help measure the return on investment (ROI) of your marketing programs.
Tasks
Keep momentum going with donors, campaigns, or internal workflow by assigning tasks associated with organizations, contacts, donations, or other objects. Follow up on the task yourself, or assign it to another user.
Activities
Maintain a record of all activities related to an organization, donor, donation or solicitation - including emails, call notes, appointments and calendar events. When everyone in your organization has access to updated, accurate information, you can provide coordinated, consistent communication with your Major Donors.
Reports
Analyze trends and get a 360-degree view of what is happening in your organization with a wide range of standard and custom reports - from who is having a birthday this month to which donors have given last year but not this year.
Dashboards
Select up to 20 different custom reports, such as donations to date or top 10 donors, shown in real time. Dashboards are a great way to quickly and easily see critical information that drives the success of any organizations.
Document Templates
Store templates of commonly used documents - from thank-you notes to proposal cover letters - which can be personalized automatically with donor and user information. Any communication generated is added to the donor's file, providing company-wide access to your organization's donor communication history.
Email Templates
Create email templates for on-going correspondence, thank you notes, announcements, and invitations to events. You can even customize the email with information from the contact or account record, for an added personal touch while providing a consistent communications image for your organization.
Email Tracking
Evaluate the success of sent email with integrated response tracking and easy monitoring of key campaign metrics.
External Data Synchronization
Synchronize contact, campaign and donation activity for your Major Donor subset with your external main database on an hourly, daily or weekly basis. It's a hands-off approach to seamless data integration, so everyone in your organization can have instant access to the latest information without the technology learning curve.