CRM

Constituent Data Import

non profit constituent records data import example graphic

DonorDrive® provides elegant, logical constituent relationship management (CRM) for nonprofit organizations. If you already have a CRM, our open system can integrate with it in real-time or on a batch schedule. Our CRM is designed to give you quick access to the information you need, fast data entry and easy progress tracking. We provide just the right features to effectively manage your relationships and don't believe in bloating our system with functions that are never used. We rely on tight collaboration with our customers to drive DonorDrive's product road map. Features include, but not limited to, search, donor history, transaction tracking and allocation, contact log, notes, e-mail, relationships, reporting and more.

Our system provides unlimited number of users and records and requires little training. As off-line donations come in, whether it is a cash, credit card, check or in kind gift transaction, you can easily process and allocate it to the constituent. Automated email receipts are triggered, and if applicable, a constituent's fundraising page will reflect the donation processed. Furthermore, DonorDrive's CRM provides formatted export text files for 3rd party systems to consume.