Manage individual opportunities for major gifts for individuals, corporations, or grants with custom configurable pipeline setup. Our stream feature gives you a 360 degree, real-time view into every angle of a gift including activities and donations by people associated with that organization or household opportunity.
Control and record every stage, step and move with roll-up reporting to view pipelines for individual gift officers or as a whole.
Sync your Microsoft Outlook emails with the CRM so every communication with a prospect is auto-recorded on the Opportunity record without copying and pasting. With web2CRM, get alerts when a prospect is visiting any of your web pages so you can follow up in a timely, targeted fashion.
See what other features and capabilities CharityEngine includes related to your major gift management.
Every tool and reporting capability you need to acquire, manage & retain donors online.Read More
Make connections when your major givers and prospects are engaged in peer-to-peer, whether through their own event pages or by donating to others.Read More
Run direct mail campaigns in tandem with online, email, events, DRTV, advocacy, sustainers.Read More
Customizable reports and dashboards help manage data & revenue for all of your channels – email to direct mail.Read More
Know when your major gift prospects are on your website and track what content they are viewing.Read More
Best-in-class tools for small monthly giving programs and large-scale, DRTV-driven sustainer campaigns.Read More