What does it offer?

Do you want to know how many donors you have? When did they last contribute? What was the amount? Do they volunteer? Did they respond to a mailing, a phone call or a friend? How may people use your services? Where are they? 

What is my schedule today? Meetings, phone calls, events? 

Our powerful donor management system delivers all of this information and more. It’s easy to learn and easy to use. Best of all, it’s only a fraction of the cost of lesser, “one-size-fits-all” systems. 

Driven from an open source platform, the system is simply a better way to access a world of software development, updates and integrated functionality for nonprofits. 

The system closes the gap between outreach programs, donations and delivery of nonprofit services. Click on the Features tab for details on what it can do for you.

 

What does it offer?

Collaboration:

• Manage schedules, calls, meetings and emails from a single location
• Create, assign and manage key projects and associated tasks
• Manage and share internal and customer-facing documents
• Integrate third-party information directly into the system
• Share information to partners and patrons

Reporting:

• Segment prospects and patrons based on attributes that match your goals
• Benchmark campaigns to understand which efforts produce the best results
• Roll-up and analyze outreach opportunities across your organization
• Simplify views of complex data relationships through effective charts
• User selected dashboard for tracking what is important to organization’s business

Outreach Communications:

• Close the gap between recruiting prospects or volunteers and participation 
• Segment prospects to target the right prospect set with the right message
• Generate and monitor campaigns across all communication channels
• Create web form pages for prospect information capture
• Understand which campaigns are effective through customizable ROI reports and dashboards

Progress Reports:

• Share progress data across individuals and teams
• Focus attention on the most successful projects 
• Present effective presentations and proposals
• Monitor progress of goals and performance

Patron Support:

• Centrally manage and share all patron service issues
• Understand frequency of incidents to improve service/product quality
• Share information across individuals and teams
• Measure the responsiveness of support and delivery of services

Tool and Administration:

• Simple drag-and-drop user interface for easy customization
• Streamlined processes to match organization requirements
• Reveal information based on user role and profile

What is it all about?

The CRM system is priced based on the following schedule.

1. Set up fee: $50
2. Free for the subsequent years if at least $500 in donations/payments is transacted through the payment system in the calendar year.
3. If total donations/payments transacted for the calendar year is less than $500, a hosting fee of $50 will be charged in January.

What does it look like?

SugarCRM system is a comprehensive donor and constituency management system used by many organizations and companies. The best source for learning about SugarCRM is through the SugarCRM web site at http://www.SugarCRM.com.

We encourage you to explore the SugarCRM website and see for yourself the many features the platform provides.

What are some of the questions that others ask?

What is a donor/Constituency Management System (CRM)?

CRM systems allow for managing your organization's donors and supporters through a central administrative system. While donor management systems come in many forms, the SugarCRM is designed as a complete relationship management system helping with many organizational management tasks.

What is the difference between SugarCRM & other CRM systems?

There are many CRM programs available, each offering a unique perspective. Of all the programs that we investigated, SugarCRM & CiviCRM were the most flexible and feature packed platforms available. The CiviCRM system is available to Joomla hosting and is best suited for smaller organizations. SugarCRM is a more comprehensive solution best suited for larger organizations. Pricing for both offerings is identical.

Why is Click & Pledge using an open source solution?

At Click & Pledge we feel strongly about offering the best of breed solutions to our customers. Considering the strength of the SugarCRM and its add-on modules we realized early on that it is best to offer a mature product to our customers instead of developing a new product. Since SugarCRM and CiviCRM are open source solutions and are community driven, the cost of development is limited to our integration efforts with the Click & Pledge's payment system. As a result of low cost of development and upkeep we are offering the product at an extremely low cost to cover only the hosting aspect of the offering.

If SugarCRM is open source and free, why do I need Click & Pledge?

SugarCRM is an open source platform but you need to have it hosted somewhere before it can be used. We have customized SugarCRM with our payment engine and have provided several customized additions for importing the payment data directly into the SugarCRM. Other customization modules are also being developed to help with interactions with your constituents.

The only fee charged is the initial $50 set up fee and the hosting will be provided free of charge for the clients that transact at least $500/year. For the clients that do not raise $500/year there will be a $50 annual fee, which is a little more than $4/month for hosting services.

Can we use our own domain name for the site?

No, all content management sites must have a unique domain within our ClickandCRM domain. All clients will be assigned a unique administrative site such as https://yourdomain.ClickandCRM.com.

Is the donation/payment system integrated into the CRM?

Yes, the SugarCRM comes completely integrated with the payment system.