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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Elevate your fundraising efforts with Donor Action software, which simplifies the management of donations and donor relationships. Effortlessly monitor and evaluate contributions, engage with your supporters, handle grant proposals, and a multitude of additional features! Keep comprehensive records of donor and volunteer details, including names, addresses, and contact info. Benefit from in-depth categorization for insightful analysis and personalized outreach. Quickly input donations while enjoying robust tools for exploring donation patterns and history. The software also offers optional integrations with PayPal and QuickBooks for enhanced functionality. Design customizable templates for seamless communication, whether through printed letters or emails, directly from the platform. Organize vital information regarding funders and grant applications, complete with task lists, document storage, and reminders for upcoming deadlines. Initiate projects and delegate responsibilities to both staff and volunteers, while the system sends timely email reminders, allowing users to log in and effortlessly track and update their task statuses. With Donor Action, your fundraising process becomes more efficient and more organized than ever before.

Description

For two decades, we have been assisting businesses and organizations across New Zealand, which has equipped us with extensive knowledge in contact management. Founded in Dunedin, NZ, Outreach Software Limited began its journey in 2002, specializing in online contact relationship management solutions tailored for small enterprises. From the very beginning, OutreachCRM was designed as an accessible online platform, enabling users to effortlessly keep track of contacts, clients, customers, members, donors, and any other groups that require management. You can easily add, manage, and monitor all essential information related to your contacts, customers, members, or donors. Capture the data that is vital and pertinent to your organization through customizable fields. Input information using drop-down lists, free text, multiple choice, or date fields. Organize your contacts by grouping or tagging them into categories, allowing you to create targeted contact lists, pinpoint specific markets, or facilitate communication with groups. By connecting your contacts, you can also clearly define the nature of each relationship, ensuring effective management and communication. Thus, our expertise and innovative solutions continue to evolve to meet the needs of our clients in this dynamic landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ON24
PhoneBurner
Rattle

Integrations

ON24
PhoneBurner
Rattle

Pricing Details

$55 per month
Free Trial
Free Version

Pricing Details

$50 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

MassTechnical

Website

donoraction.com

Vendor Details

Company Name

Outreach Software

Website

www.outreachcrm.co.nz

Product Features

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

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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