DonorPro CRM Screenshot Tour

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Development Dashboard: Customize your dashboard to show task reminders, see key campaign stats, track large donations, and monitor year-over-year fundraising

performance.

Easy Search Tools: With DonorPro’s many search options, it’s easy to find constituents and see their affiliations. Then you can easily segment constituents into

logical groups.

Easy Search Tools: DonorPro makes it easy to find all your constituents (prospects, donors, volunteers, clients) and organizations (sponsors, foundations, corporations).

Main Constituent Screen: Track an unlimited number of addresses, phone numbers, emails and social media contacts. Configure all drop down lists, create

custom fields, custom screens, custom forms and custom reports. Add notes, attach documents and store photos.

Manage Constituent Relationships: Easily manage the complex relationships between your constituents. See every personal and professional relationship. Group

constituents into households. The more you know, the more successful your campaigns will be.

Track All Types of Donations: You can process all types of donations online and offline (Cash, checks, credit cards, pledges, recurring gifts, gifts in kind, stocks,

payroll deductions and more. We provide support for soft credits, honor and memorial donations and matching gifts.

Manage Campaigns and Appeals: You can split funds. Assign campaigns and appeals to your donations. You can also track event fees.

Detailed Donation Records: DonorPro’s batch donation processing and check scanning make it quick and easy to enter gifts, thank donors by letter or email, and

send acknowledgements for honors and memorials, and generate receipts.

Cultivate Prospects: The cultivation module makes it easy for staff to move constituents through your process for securing major gifts, obtaining corporate

sponsorships, recruiting volunteers, and obtaining grants from foundations.

Extensive Query Options: Advanced query wizard has a friendly user interface that allows you to accomplish complex queries in seconds with the ability to report on any

field in the database.

Mail Merge for Email & Direct Mail: Send emails from DonorPro or take advantage of our direct integration with ConstantContact. Track the success of your

campaigns, too!

Mail Merge for Email & Direct Mail: DonorPro makes it easy to complete mail merges to support targeted marketing direct mail campaigns.

Automated Gift Thank You Notes: Set up automatic thank you notes or send batch personalized thank you notes with the click of a button!

Print Labels: DonorPro’s built-in label generator can also be used for envelopes, invitations, name badges, table cards and more. DonorPro automatically sizes the

font to best fit each individual label and even has the ability to begin printing anywhere within the sheet of labels.

Automate Task Reminders: Set reminders to contact key donors, make follow-up calls to prospects or complete event planning tasks. If you’re a nonprofit that lends

goods, built-in task reminders alert you when items are due.

Volunteer Management: Track volunteer hours and report on their activities through our custom forms tool.

Event Management: DonorPro’s online registration tool, seating charts, badges, auction checkout, and social media integration enable you to manage and track all of

your events from start to finish without ever leaving the software.

Many Reporting Options: DonorPro has many standard reports with options for filtering. You can also create your own custom reports. Run LYBUNT reports to see

details on lapsed donors and then use our mail merge capabilities to create customized mail or email outreach.

Role Based Security: With DonorPro, you can have confidence that your data is secure and that full access is only granted to the right users. Customize role-based

security settings to fit your organization.

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