Maintaining relationships with your donors has never been easier. Relationship owners can create tasks for themselves so they never miss a chance to interact with donors.
Tasks can be automatically created based on a specific type of donation. Each task generated will appear for the assigned team member.
Your fundraising to-do list is simple to use and automatically generated.
Assign a task or an entire donor relationship by sending donors to a portfolio based on the parameters of their donations.
Completed tasks can also appear as an interaction directly on the supporter profile.
See and manage your entire fundraising team's tasks from a filterable report.
Create task rules based on donation parameters you control.
Organize your donor follow-up and track it all from one easy-to-use automated task tool.
Swift response times build trust and strengthen relationships with your donors. Easily view the response times for your team and identify actions to be taken to keep your donors satisfied.
Donors can be automatically assigned to yourself or a team member based on the parameters of their donations.
A completed task can appear as an interaction on the donor's profile to keep track of each step in the relationship.
Search all of your tasks with smart filters. For example, find tasks assigned to a specific team member or tasks that were created yesterday.