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Description
Kool CRM simplifies the management of your mailbox, allowing you to effortlessly view and send emails with just a few clicks. This functionality enables you to categorize your contacts into different groups and contexts according to your preferences. Administrators have the ability to add activities for the current day or the following day, as well as edit or mark activities as completed. With Kool CRM, managing events becomes a straightforward task; users can create, view, and delete events with minimal effort. Additionally, by analyzing historical data from previous campaigns, you can develop more effective sales strategies for the future. Kool CRM also streamlines the process of maintaining quotes; you can easily create new quotes and access all previous quotes from a dedicated section. The platform includes a payment section that allows for proper management of your transactions, where new payments can be created with relevant information. In the invoice section, generating invoices is a breeze, and you can view all invoices from this location as well, including the option to set up recurring invoices for ongoing billing needs. By utilizing these features, Kool CRM enhances your overall productivity and efficiency in managing various aspects of your business.
Description
Enable your Board members to create their own personalized online fundraising pages, allowing them to tailor a segment of the page and even incorporate a YouTube video if they choose. Each member can log into their individual profile to craft a unique thank-you letter, designate their fundraising initiative, and establish a specific financial target. Once set up, they can generate a personalized URL to share through various communication channels like emails to family, friends, colleagues, and others. Their profiles also feature a comprehensive list of their donors for each campaign they undertake. Each donation page displays essential metrics such as the fundraising goal, the number of contributions received, the total amount raised, progress charts, and a scrolling list of supporters who have donated. This approach effectively encourages Board members to engage actively, fostering a deeper connection with the cause. Additionally, it is a top-tier solution for online email marketing and newsletters, allowing users to easily add new constituents to existing lists, create new lists, and monitor the results of their email campaigns right from ePhilanthrAppeal. This comprehensive system not only empowers individual Board members but also enhances overall organizational fundraising efforts.
API Access
Has API
API Access
Has API
Integrations
Kool Invoice
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
BTS Software
Country
United Kingdom
Website
btssoft.net
Vendor Details
Company Name
FundTrack Software
Founded
1992
Country
United States
Website
www.fundtracksoftware.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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