Kolekte Lajan & CRM
Kolekte lajan an, san pèdi fil la.
Chak mande, kado, ak konvèsasyon ap viv sou yon dosye, kidonk moun ki pran li apre sa deja konnen istwa a.
Moun
Donatè, volontè, ak pwospè nan yon sèl lis
| Moun | Done | Deplase | Lifecycle | Dènye touche |
|---|---|---|---|---|
| Elena Ramos | $8,750 | Swen donatè | Major donor | 3d ago |
| Marcus Chen | $1,240 | Kiltivasyon | Repeat donor | 1w ago |
| Priya Sundaram | $25,000 | Demach pou jwenn don | Champion | Today |
| Dana Whitfield | $300 | Idantifikasyon | First-time donor | 8mo ago |
| Sam Okafor | $0 | Kalifikasyon | Prospect | 2d ago |
Eseye li: klike sou yon segman anlè a. Etap sik lavi yo mete tèt yo ajou; Moves se pou ou defini.
Done egzanpKi jan yon kado vin yon relasyon
Suiv yon don atravè sistèm la. Okenn spreadsheet te fè mal.
- 2:14 pmYon kado riveDonation form, event ticket, or a check someone mailed
- 2:14 pmLi antre nan dosye aThe person, the household, the campaign, all linked
- 2:15 pmMesaj remèsiman an prepare poukont liYou approve it, it sends, the receipt files
- Next morningPipeline a mete ajouDashboards and forecasts move on their own
Sa ki enkli
Tout sa ki anba a vini nan chak plan.
Ranmase lajan
Paj donasyon ak fòm
Branded, mobile-first, live in an afternoon
Apèl pou don ak kanpay imèl
Written, scheduled, and sent from one place
Evènman ak tikè
Registrations land straight on the record
Pipeline kado ak previzyon
Every ask staged, weighted by likelihood
Suivi sibvansyon
Applications, reports, and renewal dates in view
Peman ak rekonsilyasyon
Card, ACH, and cheques in one ledger
Donatè ak volontè
Yon dosye pou chak moun
Households and organizations linked properly
Liy tan konplè aktivite yo
Gifts, emails, events, and colleagues’ notes
Segman ak lis
Built from what people actually did
Lis volontè ak orè
Sign-ups, reminders, and hours logged
Resi ak mesaj remèsiman
Drafted for you, sent once someone approves
Enpòtasyon ak deteksyon kopi
Migration from your old system, included
Jere ekip la
Wòl ak pèmisyon
People see what their job needs
Rejis odit
Who changed what, and when
Tablodbò ak ekspòtasyon
Board-ready numbers without a data team
Entegrasyon
Salesforce NPSP, QuickBooks, Stripe, Mailchimp, CSV
Wè li sou pwòp pwogram ou yo.
Trant minit avèk done ou devan nou, ak ou pral konnen si sa ila.
