Best Wealth Screening Software for Salesforce

Find and compare the best Wealth Screening software for Salesforce in 2025

Use the comparison tool below to compare the top Wealth Screening software for Salesforce on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

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    Donorbox Reviews
    You can easily create a multi-step, conversion-optimized donation form that works on all devices. With just one click, donors can be taken to your secure donation page or pop-up donation page. A fundraising page is a great way to tell your story and build donor trust by sharing engaging information. You can create powerful campaigns that increase donor engagement and raise funds quickly. Donorbox crowdfunding has many features that will make your campaign a success. Donorbox Text To Give is very easy to set up. Your donors can send a simple text message to their phones to make a donation. It is ideal for conferences, church services, and on-the-spot donations. Unlimited fundraisers can increase campaign effectiveness, reach, donations, and donor support.
  • 2
    Funraise Reviews
    Funraise is your trusted partner in nonprofit fundraising technology. Our state-of the-art platform is built on years of nonprofit experience and innovation. It combines all aspects of donor management and fundraising into one platform that makes it easy to make an impact in the world.
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    360MatchPro Reviews

    360MatchPro

    Double the Donation

    Are you prepared to elevate your matching gift fundraising efforts? Learn how 360MatchPro can boost your organization's fundraising capabilities, enhance donor engagement, and streamline staff workflows. This innovative tool allows you to automatically determine matching gift eligibility from donors by utilizing their email domains, through donation forms, on confirmation screens, or via email communication. As 360MatchPro identifies and shares additional matching gift opportunities with your supporters, the likelihood of donors successfully submitting requests increases significantly. Once the donation is finalized, you can redirect donors straight to their matching gift forms, ensuring a seamless transition. Additionally, by sending tailored emails that correspond with match eligibility, you can provide timely information to the appropriate donors. Strategic follow-up communications lead to a remarkable rise in completed submissions, ultimately resulting in a substantial influx of matching gift checks from corporations into your organization. This means that not only are donations maximized, but donor relationships are also strengthened through increased communication and support.
  • 4
    Windfall Reviews
    Connect with wealthy households through reliable, actionable data. Identify and rank your most valuable constituents in near real-time using accurate net worth information. Utilize valuable insights to better understand your audience, reveal hidden opportunities, and enhance your outreach efforts. Build and nurture enduring relationships at every interaction by delivering the right message at the most opportune moment. This session will highlight the primary challenges associated with interpreting wealth data, the distinctive methodology Windfall employs to ascertain a household's exact net worth, and showcase examples of nonprofits effectively using net worth data to enhance their data-driven fundraising strategies. Windfall's unique dataset is refreshed weekly, ensuring clients receive the most current insights regarding their constituents. By concentrating on affluent households, Windfall provides an exact net worth figure—rather than a range—along with a wide array of definitive consumer characteristics tailored to each individual household. Additionally, the ability to access this comprehensive data stream empowers organizations to make informed decisions and maximize their fundraising potential.
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