Create automated task rules for each type of donation that requires a specific response.
Easy Task Management
Create a task automation based on a type of donation. Each task generated will appear for the assigned team member.
Personal To-Do Lists
Your personal to-do list is simple to use and automatically generated.
Auto Donor Assignments
Assign a task or an entire donor relationship by sending donors to a portfolio based on the parameters of their donations.
Tasks can also appear as an interaction directly on the supporter profile.
See and manage your entire fundraising team's follow-up.
No more sticky notes.
Automated Task Rules
Your donor follow up to-do list can be automatically created based on the parameters of donations you receive.
Assign tasks to yourself or members of your team, reassign tasks, and add notes. See all tasks in a searchable report.
Track Response Time
A swift response can build trust and strengthen the donor relationship. Who has the best response time on your team?
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.