Let's Talk CRM and Data Management

Just as a major donor team invests time and energy cultivating a relationship with wealthy prospects, so too, does an online team seek to understand and engage its supporters. Only in this case, the number of relationships can number in the thousands or even millions!

Our module has so many features - here are a few highlights:

  • Shows you all the data about each individual supporter, including donations they have made and campaigns they have participated in
  • Segments supporters by all kinds of different factors
  • Reports on trends
  • Visual and data reports; scheduled reports
  • Can import and export data either by spreadsheet file (CSV, Excel) or API
  • Allows you to specify any fields in any format for your supporter record
  • Provides custom data fields for your transaction records
  • Has the facility to create, run and store complex queries for regular exports
  • Householding, de-duping and mass-merging 
Query Builder Screenshot
Query Builder

For those who want to synchronize data to an offline database, you may need it to be stored in a particular way. So we can change the data structure of your account to match.

The column sequence of constituent data fields can be customized. This means any files you export will be appropriately formatted.

Manage Supporters Screenshot
Supporter record

With a release cycle of every 6-8 weeks, our list of features will continue to grow.

To see how our CRM and Data Management has helped nonprofits just like yours tailor campaigns based on supporter interest and behavior, check out our case studies.