All Features
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Address Management
Manage multiple addresses for any contact in your database.
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Affiliations and Relationships
Track the relationships and affiliations of contacts with direct linking.
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Backups and Security
Redundant backups, multiple data storage locations, and secure hosting keep your data safe.
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Batch Acknowledgements
Ditch the single form letter approach. With batch codes you can manage any number of acknowledgement letters for any type of donation or gift.
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Board Email Notifications
Alert board or staff members with an email when a key donor makes a donation so that they can be thanked without delay.
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Contact Records
Track almost any type of data you would like for each person in your database and view it all on the contact's record.
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Cross-System Compatibility
Mac OS® and PC's? No problem! You can access your donor database from any computer connected to the internet.
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Custom User Defined Fields
Add almost an unlimited amount of user defined field in any table of your database. Customize your database exactly how you want to.
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Data Conversion
We specialize in quality data conversion with a quick turnaround. Not to mention, it is completely free for most organizations.
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DataMiner Platinum
This robust query tool can help you get any data out of your system. Use it for simple filtering or complex logic queries.
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Donation Records
Manage all of your donations in one place. See full donation history in a glance and use user defined fields to help categorize donations.
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Email Contribution Statements
Send all of your contribution statements attached to a customized email in one click.
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Email Integration
Send mass emails to your whole list or any part of it in a flash using our direct integration with Constant Contact!
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Event Registrations
Create custom online forms to help you manage event registrations.
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Excel Import
Import your data on a mass basis from a spreadsheet. Import contacts, donations, and more in a flash!
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Grid Sorting and Filtering
The standard grid interface has been implemented in almost all areas of the database. Sort, filter, and find exactly the information you want.
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Help and Video Library
Stuck with something specific? Browse the help site, look through a few help videos, or watch an in-depth recorded training on-demand.
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Initial Training
After your data has been loaded you'll receive a private training for your organization that will get your team up and running right away.
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In-Kind Donations
Collect non-cash donations? Track donations of goods and services as well as cash
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Interaction Tracking
Keep track of interactions specific to your organization. Manage event attendance, invitations sent, site visits, and more.
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Labels
Generate mailing labels fast and easily using the built in tool.
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Linked Fields
Link user defined fields on activity records to automatically update a field on the main contact page. It's perfect for generating membership dates.
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Mail Merge Letters
Print personalized letters and labels to thank donors, send an update letter, and much more.
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Membership Management
Keep track of membership level, dates, and pull reports to see which members should be notified of an expiring term.
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Merge Duplicates
Find and merge duplicate contacts to keep your data clean and your expenses down.
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Moves Management
Set up your own system to track your prospecting and donor cultivation so that you can efficiently fundraise.
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Multiple Name Household
Personalize communication to households with multiple last names.
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Nonprofit Accounting Software Cooperation
Reconcile all donations with any accounting software in a flash. Never do duplicate entry again.
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Notes System
Write freeform notes to help you know exactly where your relationship stands.
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Online Donations
Collect donations online by creating your own custom forms that integrate with your database.
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Online Forms
Create additional forms for any number of uses such as change of address, volunteer sign ups, email subscriptions, and more.
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Organization Contact
Assign contacts to specific staff members and use it to limit the visible records to only that user's contacts.
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Persona
Manage multiple people in one company or household and track individual interests, volunteer activity, donation activity, and more.
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Pledge Tracking
Track pledges accurately with reporting, ability to write off a balance, and applying donations to a pledge seamlessly.
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Recurring Donations
Schedule recurring donations on a monthly, quarterly, or annual basis from a single form.
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Screen Layout Customization
Customize each table grid and data entry page for each user individually or set site defaults.
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Soft Credits
Track any gifts, even when you need both a hard credit and a soft credit.
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Standard Reporting
Pick from many canned reports to help you quickly run standard reports.
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Tickler Reminder System
Set up calendar reminders and email notifications to help with prospecting, due dates, and other important tasks.
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Unlimited Users
Create user accounts for staff, volunteers, and anyone who needs full or partial access to your data.
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User Access Rights
Limit the access of specific users to certain areas or fields and customize their screen layouts.
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Volunteer Tracking
Track volunteer hours, activities, and interests even when they are donors as well.
