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Description

Legacy Financial, often referred to as LegFi, is an online platform designed to facilitate the financial collection and management needs of member-driven organizations. With robust 256-bit encryption and automated data backup, LegFi streamlines the process of managing groups, issuing invoices, accepting online payments, and maintaining precise financial records. Notable functionalities encompass dues collection, filing tax returns, processing credit card transactions, managing fundraising efforts, budgeting and forecasting, linking bank accounts, and an array of additional features tailored to enhance financial oversight. The comprehensive nature of LegFi makes it an indispensable tool for organizations seeking to optimize their financial operations.

Description

Salesforce Agentforce Education is a comprehensive education CRM that combines AI, analytics, and modern SIS functionality in one unified platform. It centralizes constituent data to create a 360-degree view of students, alumni, and supporters. Recruitment and admissions teams can engage prospects with personalized, AI-driven support throughout the enrollment journey. Academic operations benefit from intelligent course search, registration management, and degree planning tools. Student success teams gain advising insights, automated summaries, and proactive case management capabilities. Advancement and alumni relations teams can streamline philanthropic research and donor engagement. Built-in analytics surface trends and performance indicators in real time. The flexible data architecture supports lifelong learner engagement across programs and departments. Integration with products like Data 360, Marketing Cloud, Slack, and Tableau extends collaboration and personalization. Agentforce Education helps institutions improve efficiency, enhance engagement, and drive better educational outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Attendance Tracker Pro
Collate
Copilot
Docusign
Formstack
GetFeedback
GoFundMe Pro
Groove
Informatica MDM
Inspire Planner
PatronManager CRM
Salesforce
TargetX CRM
Wufoo
Zapier

Integrations

Attendance Tracker Pro
Collate
Copilot
Docusign
Formstack
GetFeedback
GoFundMe Pro
Groove
Informatica MDM
Inspire Planner
PatronManager CRM
Salesforce
TargetX CRM
Wufoo
Zapier

Pricing Details

$2.00/month/user
Free Trial
Free Version

Pricing Details

$36 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

Legacy Financial

Founded

2008

Country

United States

Website

legfi.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/education/cloud/

Product Features

Alumni Management

Event Management
Fundraising Management
Jobs Board
Mailing List Management
Member Accounts
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Product Features

Admissions and Enrollment

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Alumni Management

Event Management
Fundraising Management
Jobs Board
Mailing List Management
Member Accounts
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Higher Education

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

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