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Donor Engage
 
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How much more effective would you be if you had a complete and holistic view of your supporters? What about increasing donors, boosting retention, converting constituents and improving fundraising effectiveness? With Donor Engage, you get all the donor management and fundraising capabilities you need to connect with constituents and raise funds anytime, anywhere.

The Donor Engage solution offers you an in-depth view of your constituents while utilizing the underlying, flexible, and powerful tools within Microsoft Dynamics CRM.

  • Built for Growth - Unlimited Contact Records!
  • Free Updates and New Features
  • Unlimited Email and Live Chat Support
  • Recorded On-Demand Training and Knowledge Centre
  • Mobile Access on Any Device, Anywhere
  • Advanced Data Security

 
Donor Engage webcast CTA

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 Click here to request a quote
Click to Read the Client Success Story
All the Microsoft CRM Online Functionality PLUS our Donor Management Features are included!

Contact Management  i

Track and manage all contacts, volunteers, organizations, and companies

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Activity Tracking such as history of phone calls, emails, meetings and documents/letters

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Automatically check for duplicates

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Donor Management  i

Track real-time donations for each donor

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Manage Active, Inactive and Deceased Contacts

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Record referrals/soft credits to understand how they found you

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Get a full 360 view of contact connections (Spouse, Parent, Child, Employer, Coworkers, etc.)

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Easy search options to find donors

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Volunteer Tracking  i

Track volunteer contact information

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Track volunteer certifications and skills for matching with right tasks

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Email Communication  i

Microsoft Outlook & Gmail integration for sending and receiving

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Bulk email opt-in tracking

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Create standard templates for acknowledgements, requests, etc.

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Pre-configured marketing lists and appeals

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Send timely donor communications based on contributions

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Donation Management  i

Campaign & Appeal Management

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Track donor trends

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Manage Tribute and In Memoriam Donations

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Coordinate planned giving trajectories

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Acknowledgement Letter and receipting (One time or annually)

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Pledge Management

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Manage Soft Credits, gifts in kind, recurring, and one-time donations

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Add multiple payment types to donations

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Track anonymous donors and their donations

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Create workflows to move donors through a specific follow-up process

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Reporting & Analytics  i

Easy and flexible querying of contacts based on any field

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Users can create their own custom dashboard Eg. Executive Level vs Fundraiser

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Easy export of reports to Microsoft Excel

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Integration & Technology  i

Seamless integration with Microsoft Office or O365 (Word, Excel, SharePoint, Outlook)

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Millions in R&D invested annually in CRM Online product improvements and enhancements

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Support

Unlimited Email and Live Chat Support

Included

Phone Support (3hrs/month)

$50/month

 

 

Set-Up & Onboarding

Required Standard Onboarding

$4000

Manual Entry or Self-Import Data Migration (if applicable)

Included

Data Migration Support

Contact Us

 

 

Online Training

CRM Online On-Demand Training

Included

Unlimited Access to Knowledge Center

Included

Additional 1-on-1 Online Training

$200/hr

Additional Group Training Webinars

$300/hr

Onsite Training

Contact Us


Add Ons

 

Marketing Automation

 

  • Email Marketing
  • Event Management
  • Campaign Automation
  • Opt-in and Subscription Management (CAN-SPAM and CASL compliant)
  • Lead Scoring
  • Landing Pages
  • Online Surveys
  • SMS (Text) Messaging
  • Social Media Listening

 

Online Payment Processing

 

  • Accept all major credit cards
  • Secure Online Donation Form
  • PCI Compliant

 

 

Online Portals

 

  • Content Management System (CMS)
  • Online Gift Store
  • Event Registration
  • Peer to Peer Friendraising
  • Social Media Sharing
  • Account Creation & Login via Social Media

 

Contact Us for Pricing


* Per Month cost is based on upfront Annual Payment.
* Price includes Microsoft CRM Online License with Nonprofit pricing discount, therefore could vary based on Microsoft Pricing Qualification.
* Pricing is subject to change, please call for an exact quote.

Click to Read the Client Success Story