Donor Management with Salesforce® 2018-01-23T10:43:49+00:00

Donor Management With Salesforce®

a better donor management app. all your data. all in one place.

Measure impact, cultivate donations, and boost retention. We designed this application entirely in mind for the Salesforce® CRM.
Don’t have Salesforce® yet? No problem. Salesforce.org offers 10 free user licenses to each qualifying nonprofit to get started quickly.

Patron Rank Analytics

Get a 360° view of a donor’s value. Track influence and habits, exclusive to our app.

Automated Email & SMS

Set up instant communications and respond to donors instantly.

Contact Matching & Lookup

Avoid contact duplicates and keep all your data synced in one place.

Tell Us What You Need

Custom Reports

Make sense of all your complex data with our out-of-the-box evaluations.

Robust Virtual Terminal

Quickly process manual payments and update records with Internet connection.

Nonprofit Success Pack Compatible

Our app complements the best native solution for nonprofits using Salesforce®.

The “Who’s Who” Of Your Most Valued Supporters

We designed a proprietary algorithm to measure how patrons interact with your organization.

  • Identify which donors are the most valuable to your organization’s stability success.

  • Target donors with the most influence over your network over three degrees of separation:

    • Personal donations
    • Amount fundraised
    • Donations made within his or her network

Timely Emails, Simplified

Show your donors that you care.

  • Keep in touch with your supporters by using immediate email and text messaging responses.

  • Send additional information on the timeline that you set with scheduled responses.

  • Perfect for sending out receipts, event registration confirmations, or promotional items.

No Duplicates, No Hassle

Avoid duplicate contacts and ensure accurate payments in an instant.

  • Easily identify individual donations to correct any manual input mistakes.

  • Prevent duplicate contact files in Salesforce®. Based on custom fields that you personally select.

  • Look up and match Salesforce® contacts in the Swiper1 mobile app — on-the-go, and in real-time.

“The entire process is literally happening while we sleep. I can’t even put a value on that — it’s priceless.”

Candyss Bryant, GallantFew

Pre-Configured Reports

That’s a lot of data… Here’s how you can manage it.

  • Customize your reports and dashboards the way you need to see them, all viewed in real time.

  • For superior customization, filter contacts and campaigns based on multiple donation and payment types.

Manual Processing When You Need It

Virtual Terminal makes it a breeze to manually accept payments.

  • Manually process credit cards, eChecks, and other payments on the spot — at your organization, or remotely at an event.

  • Use a card reader to accept payments using Virtual Terminal on your PC or with a laptop.

  • Deploy our Swiper1 Mobile app to accept payments seamlessly, on-the-go.

Seamless Integration With NPSP

No more manual entry. Get up and running from day one.

  • Click & Pledge’s integration with The Nonprofit Success Pack lets you leverage the power of one of the best software suites in the industry, with one of the best CRMs available.

  • Sync donor data automatically with Salesforce® in real time, without any manual input.

  • Includes pre-built reports and powerful analytics to help your nonprofit deliver more impact.

Let’s do some good. 

Together.

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