Donor Management with Salesforce® 2017-12-04T12:26:14+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.

Donor Management: Available on the Salesforce AppExchange

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.

Salesforce Donor Management brings your entire team together
Tell Us What You Need

Custom Reports

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

Nonprofit Success Pack Compatible

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

Virtual Terminal

Safely process payments onsite with an Internet connection. Update records in real-time.

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
Patron Value analytics, only through our Salesforce Donor Management app.

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.

Email & SMS automated messaging

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.

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.

Manual Processing When You Need It

Virtual Terminal provides a multifaceted method to 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 laptop.

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

Let’s do some good. 

Together.

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