Fundly CRM is cloud-based, all-in-one data management software for managing grants, donors, members, volunteers, events, tasks, communications, and programs.
This discounted offer provides a one-year subscription to the
Fundly CRM Easy Start plan. See the
Subscription Details tab for more details about the subscription.
Benefits for Organizations
You can use Fundly CRM to
- Consolidate all your nonprofit's fundraising and constituent data in one customer relationship management (CRM) system that can be accessed from any web browser
- Manage donor information, including giving history, campaign participation, event registration, and matching gifts
- Manage volunteer information, including hours, training, programs, waivers, and skills
- Manage communications and marketing outreach to your constituents using built-in email templates and integrated campaign analytics
Major Capabilities
-
Program management: Fundly CRM lets you view a customized display of your organization's key program performance data, including clients served, sites and locations, and participation rates.
-
Tasks and interactions: You can log interactions, set follow-up tasks, and assign tasks to other team members. Fundly CRM also includes a calendar feature for setting reminders and email notifications for you and other team members.
-
Events and ticketing management: The event dashboard displays registration trends to plan ahead. You can schedule recurring events, reuse registration forms, assign sponsors and sponsorship levels, and customize event tickets and ticket receipts.
-
Reporting: You can generate reports from nearly 300 predefined templates on donations, events, finances, interactions, and membership.
Support
This product includes email support.
Terms and Conditions
Certain terms and conditions apply to this subscription. See the
NonProfitEasy restrictions for more information.
Choose Carefully
The administrative fee for this product is not refundable, and the product cannot be exchanged.
Obtaining This Product
When TechSoup approves your donation request, we will send a message to your organization email address with instructions for obtaining and activating this product.