Fundraise with Clever CRM
The Clever CRM allows you to create as many fundraising appeals as you need via multiple contribution forms.
This might include a general appeal, a newsletter appeal, a year-end appeal or a special Mother's Day campaign. Non-technical administrators can easily create contribution pages and track their results. With Clever CRM you can collect and record contributions to your organization made via cheque, phone and public Web forms and tie them directly to constituents' contact records. These contributions might include:
- One-time Donations
- Recurring Donations
- Tribute Donations
- In-Kind Donations
- Membership Payments
You can also:
- Define your own contribution types for the different contributions your organization receives: in-kind, cash, and volunteer time, for example.
- Add custom fields to track extra information about a contribution or contributor.
- Create as many different online contribution pages as you need - for different campaigns, organisation branches, etc.
- Automatically generate receipts, and track thank-you notes
- Easily import and export contribution data to/from other systems like an accounting package.
- Search for contributions by type, amount, date, etc.
- Offer a selection of premiums (thank-you gifts) to your contributors
- View past contributions when viewing any contact record