Donor Management

Donor Management: All Your Data in One Place

Unlock the full potential of Salesforce®.

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. The Salesforce Foundation offers 10 free user licenses to each qualifying nonprofit to get started quickly.

Download on the AppExchange®.

Email & SMS Autoresponder

Show your donors that you care.

Keep in touch with your supporters by using immediate email and text messaging responses. Donors receive instant responses customized to their actions. Send additional information on the timeline that you set with scheduled responses.

Perfect for sending out:

  • Receipts and invoices
  • Event registration confirmations
  • Promotional tools, coupons, and other incentives
Donor Management is NPSP-compatible

Nonprofit Success Pack-Compatible

The world’s leading CRM just got more powerful.

Get up and running from day one. The Nonprofit Success Pack lets you manage your nonprofit with the best CRM available.

NPSP includes out-of-the-box reports and dashboards to accelerate your organization’s full potential. Then our Donor Management solution the financial features that turn this solution into a powerhouse.


Virtual Terminal

A multi-faceted method to accepting payments.

Manually process credit cards, echecks, and other forms of payment on-the-spot at your organization or remote event. You can even deploy our Swiper1 Mobile app to accept payment through Virtual Terminal on the go. All you need is a browser and an Internet connection.

And with eVT, you can add your payment form to any cloud-based, third-party software.


Recurring Donations & Payments

Keep your funnel filled.

Make it easier for donors to continue spreading the love by setting up repeat payments via standard or custom date ranges. Supporters receive a response without raising another finger.

  • Process recurring transactions in real-time
  • Easily update credit card numbers, donor information and expiration date, or issue credit when your supporters ask
  • Changes apply instantly to your contacts’ records in Salesforce®
  • Built-in ability to manually manage and update transactions

Salesforce® Contact Matching & Lookup

No doubles. No hassle.

Avoid duplicate contacts and ensure accurate payments in an instant. Prevent duplicate contact files in Salesforce® based on the fields you choose. You can trust your information without chasing windmills to confirm while your donor waits.

  • Set up custom criteria for matching new and existing contacts to avoid duplicates
  • Individually identify donors and correct manual input mistakes
  • Post changes in real-time
  • Look up and match Salesforce® Contacts in the Swiper1 mobile app on the go and in real-time, whenever and wherever you’re connected to the Web.

Custom Reports

That’s a lot of data… How are you going to manage it?

Customize your Salesforce® 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.

Donor Management also includes over 100 pre-configured report views to get started quickly and easily.

Third-Party Integrations

We said “fully customized.” We meant it.

Looking for more flexibility? Look no further. Donor Management records can be easily synchronized with these third-party tools:

Peer-to-peer fundraising Patron Analytics

Patron Analytics

Find out who’s who in your world of Donor Management.

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 with patron value rankings
  • 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

“Click & Pledge offers a single platform that integrates well with Salesforce. It’s both cost-effective and highly efficient.”

Dan Woodward / CEO, Urgensee

It pays to be good

Let’s do some good. Together.

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