Donor Management with Salesforce®

Analyze key metrics and establish automated communication with donors.

Schedule Demo

Donor Management with Salesforce®

Analyze key metrics and establish automated communication with donors.

Schedule Demo
Email & SMS automated messaging

Employ Automatic Communication

  • Send donors immediate email and text message responses

  • Message receipts, event registrations, or promotional memos
  • Schedule responses and messages to donors
Email & SMS automated messaging

Employ Automatic Communication

  • Send donors immediate email and text message responses

  • Message receipts, event registrations, or promotional memos
  • Schedule responses and messages to donors

Identify Your Most Valuable Donors

  • Sort and rank donors by their value to your fundraising
  • Our algorithm considers three inputs stats

      • Personal donations
      • Amount fundraised
      • Donations made within a donor’s network
Donor Management with Salesforce® using Patron Ranking
Donor Management with Salesforce® using Patron Ranking

Identify Your Most Valuable Donors

  • Sort and rank donors by their value to your fundraising
  • Our algorithm considers three inputs stats

      • Personal donations
      • Amount fundraised
      • Donations made within a donor’s network
Donor Management with Salesforce® using Virtual Terminal

Process Manual Transactions 

  • Virtual terminal makes it a breeze to manually accept payments
  • Process credit cards, eChecks, and other payments on the spot
  • Use a desktop card reader or Swiper1 to accept payments

Donor Management with Salesforce® using Virtual Terminal

Process Manual Transactions 

  • Virtual terminal makes it a breeze to manually accept payments
  • Process credit cards, eChecks, and other payments on the spot
  • Use a desktop card reader or Swiper1 to accept payments

Gather Insights & Run Reports

  • Customize your reports and dashboards to show your key metrics

  • Filter contacts and campaigns based on multiple donation and payment types

Track Analytics in Real-Time
Track Analytics in Real-Time

Gather Insights & Run Reports

  • Customize your reports and dashboards to show your key metrics

  • Filter contacts and campaigns based on multiple donation and payment types

Integrate with the World’s Leading CRM

  • Leverage the power of one of the best fundraising tools in the industry with one of the best CRM’s available

  • Sync donor data automatically with Salesforce® in real-time

  • Drive more impact through streamlined fundraising

Integrate with the World’s Leading CRM

  • Leverage the power of one of the best fundraising tools in the industry with one of the best CRM’s available

  • Sync donor data automatically with Salesforce® in real-time

  • Drive more impact through streamlined fundraising

Create your fundraising solution today.

Free demo
Start now

Create your fundraising solution today.

Free demo
Start now