Comprehensive Reporting and List Management Tools
| Build Lists and Generate Reports in Seconds » Gain instant access to reams of valuable, real-time data and improve your fundraising and campaigning efforts. View hundreds of standardized reports or create custom queries in seconds. Build targeted lists, monitor donors and fundraising trends, or track campaign initiatives with just a few clicks. Our powerful yet simple tools help your team use and share information more effectively to guide decisions and increase productivity. | |
The Dashboard provides a user-friendly gateway to rich, actionable information about your supporters. Choose from hundreds of standardized reports that are automatically generated for you to gain insight about campaign initiatives, or create custom database queries to analyze fundraising trends with just a few clicks. Track total new donors by month and monitor online donations by date and source. Generate a variety of "quick" reports for summary views of critical information. Measure web traffic, get news and system alerts, follow new constituents and volunteers, or manage events and other daily operational tasks. The options are nearly endless.
A wide variety of widgets are available to customize your dashboard and quickly publish the most important information directly to your main page. Add quick links to financial stats, contribution reports, new volunteers, news alerts, online donations, recently added constituents, flagged records, upcoming events, web visitors, and more. Our system lets you self-select and monitor your most critical data in real time. Adding a widget is a simple two-step process.
Our CRM list manager makes it easy for non-technical users to build extremely targeted lists with just a few key strokes. Simply identify some key information fields and our user-friendly interface walks you through the process of generating your database query.
Segment your supporters into subgroups for targeted communication. View, export, or access lists with other integrated system applications for activities like mailing, calling, or doorbelling. Deliver personally relevant messages to the right audience at the right time. Our list manager puts enormous power in the hands of your organization or campaign, making your communication and fundraising efforts more effective while saving time and money.
View Other Features
- Websites & Content
- Supporter Management
- Fundraising & Finance
- Email Broadcast
- Advocacy Tools
- Social Media Integration
- Compliance Reporting
- Data Management
- Chapters & Affiliates
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