You need to track the details of your members, clients, volunteers, donors, committee & board members, and countless others. Chances are, different people are responsible for different constituents and sometimes keeping everyone up to date can be difficult. From addresses, phone numbers, email addresses, social media accounts, employment information and so much more, we help you to keep it organized and easily accessible.
Manage Profile Information
Understand Constituent Relationships
Knowing the relationships between your constituents can make all the difference in your fundraising efforts. Being able to create and show connections between individuals and companies to better illustrate primary contacts and employees. Or showing introductions of new Constituents that may be interested in your cause by another. By having one place to see the relationships between your constituents, you can easily identify where to place more emphasis on your fundraising efforts.
Constituents like to know that you’re thinking of them and that you appreciate them. But, sometimes, it is hard to find the time to keep them updated. We simplify things with our integrated tools, so that finding the time is much easier. Quickly see your last interaction with a person, ask for their feedback with a survey or send a personalized email. We place all the tools you need at your fingertips.
If you’re tired of looking through file cabinets, desks, or online files, we have the solution for you! We make it easy to attach, categorize, store and access unlimited documents to any constituent record. Quickly find the document that you need to provide to the bank, to your accountant or to anyone else that needs the details.