There’s More to Explore:
Features beyond what are highlighted above include:
- Tasks – Create tasks for donors, donations, or payments. Assign the tasks to yourself if you’re a team of one, or others if you have colleagues working with you.
- Interactions – Did you have coffee with a donor? A phone call? Enter it as an interaction on the donor’s profile so that everyone–yourself included–is aware of what was said, and what concerns, needs, or interests the donor may have had.
- Change Logging – Every change made to donors, donations, payments and tasks are logged for 6 months so you can see who changed what and when. Changes can be undone if need be.
Get Support–At No Extra Cost:
Unlike other platforms, you don’t pay extra for support. While email is the best way to reach us, you can also pick up the phone and give us a call. Reach us by going to the Contact page.