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.
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.”
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.