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Average Ratings 0 Ratings
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 Wave farewell to cumbersome spreadsheets and outdated systems, and welcome a contemporary charity CRM where all essential data is housed securely in a single database.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
Charity Tool is a software solution tailored for Canadian charitable organizations, streamlining the process of printing and emailing tax receipts that comply with CRA regulations, thereby saving time and effort for administrators. It allows for the efficient management of donor details and transaction histories, facilitating a deeper understanding of donors to enhance the success of the charity. Users can easily capture contact details of donors while also searching for existing contributors interactively. The system supports tracking an unlimited number of donations and pledges, enabling the creation of detailed profiles for individuals, households, and businesses. It also allows users to jot down notes about each donor to keep track of important events and locate donor addresses via Google Maps. Donors who are not required to receive tax receipts can be flagged, and any information gaps can be monitored. Additionally, the software assists in managing fundraising campaigns by providing insights and analyses of organizational activities. Payments can be automatically matched to pledges, allowing for tracking from single payments to complex recurring donations, and facilitating the management of donation records linked to specific accounts. The tool can generate reports on collected, uncollected, and unfulfilled pledges, offering a comprehensive overview of the charity's financial landscape. Furthermore, the intuitive interface ensures that users can navigate easily, making it accessible even for those less tech-savvy.
API Access
Has API
API Access
Has API
Integrations
Drupal
Gmail
GoCardless
Google Analytics
Mailchimp
Microsoft Outlook
PayPal
PayPal Point of Sale
Sage 100
SendGrid
Integrations
Drupal
Gmail
GoCardless
Google Analytics
Mailchimp
Microsoft Outlook
PayPal
PayPal Point of Sale
Sage 100
SendGrid
Pricing Details
$25.23 per month
Free Trial
Free Version
Pricing Details
$400.00/year
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
Charity Tool
Country
Canada
Website
www.charitytool.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