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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At Beacon, we hold the conviction that charitable organizations should have access to exceptional software that is not only user-friendly but also adaptable and aesthetically pleasing. Our charity CRM represents a revolutionary approach, utilizing cutting-edge technology and design standards to streamline the management of your organization. You will truly appreciate the ease it brings to interactions with donors, fundraisers, and other stakeholders. Consolidate all pertinent information related to your marketing initiatives, while also managing applications, monitoring availability, skills, and DBS details effortlessly. Additionally, you can effectively oversee significant contributions and nurture relationships with involved individuals. Wave farewell to cumbersome spreadsheets and outdated systems, and welcome a contemporary charity CRM where all essential data is housed securely in a single database. Recognizing that each organization has unique needs, you can customize record types and fields to align perfectly with your requirements. Work collaboratively with your teammates in a secure dashboard that updates in real-time, enhancing productivity and teamwork across your organization.

Description

Oversee the complete gift journey, including the processing of gifts, through an application designed on the Salesforce NPSP Platform. By implementing recurring gifts, your organization can enhance donor retention, boost overall revenue, and streamline long-term project planning. Causeview Fundraising simplifies the management of recurring gifts, as these contributions are automatically processed with built-in payment functionalities, and alerts are sent your way when a donor’s credit card is nearing expiration. Supporters can establish recurring gifts via forms or dedicated landing pages, while you have the capability to oversee them internally from the donor’s profile, allowing for adjustments to donor and gift information as needed. Causeview’s Gift Processing is fully integrated with your Salesforce database, facilitating the management of all elements related to gift processing and donor receipts. With Causeview applications built on the Salesforce platform, you are equipped with essential tools that enable comprehensive oversight of gift processing, donor receipts, and donor management. Ultimately, this seamless integration not only enhances operational efficiency but also fosters stronger relationships with your donors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Drupal
Ezidebit
Gmail
GoCardless
Google Analytics
Mailchimp
Microsoft Outlook
Neon Fundraise
PayPal
PayPal Point of Sale
Sage 100
SendGrid
Stripe
TntWare DonorHub
Wix
WordPress
Xero
Zapier
dotdigital Engagement Cloud

Integrations

Drupal
Ezidebit
Gmail
GoCardless
Google Analytics
Mailchimp
Microsoft Outlook
Neon Fundraise
PayPal
PayPal Point of Sale
Sage 100
SendGrid
Stripe
TntWare DonorHub
Wix
WordPress
Xero
Zapier
dotdigital Engagement Cloud

Pricing Details

$25.23 per month
Free Trial
Free Version

Pricing Details

$60 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Beacon

Founded

2017

Country

United Kingdom

Website

www.beaconcrm.org

Vendor Details

Company Name

Causeview

Founded

2009

Country

Canada

Website

causeview.com

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

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