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_ by Mind Map: _
0.0 stars - reviews range from 0 to 5


Contact Management

Single view of entire history

Household management

Unlimited relationships

Range of contact preferences

Granular security, lock sensitive data

Record multiple roles for your relationships



Donation processing (inc Gift Aid UK)

Automated regular giving

Automated thanking & receipting

Major donor management

Bequest management

Designed by world bequest expert

Grants, P2P, workplace, split gifts, pledges, gifts in kind, soft credits & more

Tracking against campaigns & appeals

Event Management

Expense tracking & budgeting

Web booking

RUOLFi - our unique online fundraising integration tool


Segment Builder - our unique marketing toolset

Advanced segmentation - giving history, RFM

Best of breed fully integrated email marketing - multiple options the the AppExchange

Campaign management & reporting

Web & Mobile Integration

Form Builder - create sign-up & payment forms in minuets

Integration with any website

Volunteer and supporter portals

Take and process recurring donation with no user intervention


Amazingly simple & powerful reporting system

End-user self-service reporting

Schedule automated reporting via email

User & role based dashboards

Payment & Financial

Integration with range of gateways

PCI compliant payment processing

Automatic, configurable receipting

GL Integration with MYOB, Sage, Xero, Quickbooks, etc

Volunteer Management*

Volunteer attributes - skills, resources etc

Volunteer roles

Volunteer placement matching

Shift and rota management

Volunteer portal

Membership Management*

Simple or complex membership

Automated renewals

Organisational or individual

Variable membership rates & type

Integration with marketing & fundraising

Social Media Integration

Social media embedded in contact record

Monitor activities directly in contact

Access to integrated best of breed social media monitoring solutions like RADIAN6