Contact Management: Keep Track of Every Touchpoint in Every Relationship Faster with Automated Group Assignments
- Tags, Groups & Automated Group Assignments (Smart Groups)
- Track Relationships by Group (Households and Organizations, etc.)
- Track Contact Activity (Meetings, Phone Calls, Shiurim, Touchpoints etc.)
- Manage and Organize Contacts From Any Angle
- Unlimited Custom Fields
- Unlimited, Easy Data Export
Email & SMS Communications:
Engage Your Community with Tools that Streamline Your Campaigns and Automate Your Communications
- Mail Merge to PDF
- Make Mailing Labels
- Unlimited Templates
- Mass Email Templates
- Drag and Drop Template Design
- Batch Personal Emails
- SMS Messaging/Blasts
- Automated SMS/Email Reminders To Admins
- Automated SMS/Email Reminders To Contacts
- Automated Birthday and Yahrtzeit Emails
Calendar & Task Lists:
Automate Your Daily Schedule by Synching Activities to Your Calendar
- Automatically Sync Activities to Calendar
- Automatic Conversion to Jewish Calendar Dates
Workflow Management:
Stay on Top of Regular Sequential Tasks with Tools to Help You Track and Automate Your Workflow
- Event/Program Management
- Membership Management
- Donation Management
- Volunteer Management
- Robust Searching and Reporting Tools
- Automated Report Delivery via Email
Online Forms:
Seamlessly Collect and Organize Contact Data From Your Website
- Integrated Online Contact Forms
- Integrated Online Donation Forms
- Integrated Online Event Forms
Donations & Fundraisers:
Generate Funds and Process Donations from Start to Finish
- Donations and Events
- Recurring Donations
- Automatic Donation Receipts
- Year-End Donation Receipts
- Paid Events/Ticket Sales
- Peer to Peer Fundraising (Crowdfunding) Pages
- Integrated Payment Processors
- Authorize.net, Stripe & Paypal
- Accounts/Receivable, Exports to Bookkeeping Software
Data Security:
Protect Your Data While Safely Granting Access to Members and Collaborators
- Automated Daily Backups
- Private Database
- SSL Certified Web Access
- End-User Interface
- Member Login
- Donor Dashboard Access
- Multi Level Permissioning
- Free Updates
Mobile Web Application:
Be productive even while on the move
- Find Contacts
- Send Email
- Phone call/SMS
- Calendar
- Add activities
- View Scheduled Activities
- Update Activities
- Schedule Follow Up Meetings
- Improve Contact Retention with Prioritized Contact Alerts