Product Overview

Product Overview

  • Tags, Groups & Automated Group Assignments (Smart Groups)
  • Track Relationships by Group (Households and Organizations, etc.)
  • Track Contact Activity (Meetings, Phone Calls, Shiurim, Touchpoints etc.)
  • Manage and Organize Contacts From Any Angle
  • Unlimited Custom Fields
  • Unlimited, Easy Data Export
  • Mail Merge to PDF
    • Make Mailing Labels
    • Unlimited Templates
  • Mass Email Templates
    • Drag and Drop Template Design
  • Batch Personal Emails
  • SMS Messaging/Blasts
  • Automated SMS/Email Reminders To Admins
  • Automated SMS/Email Reminders To Contacts
  • Automated Birthday and Yahrtzeit Emails
  • Automatically Sync Activities to Calendar
  • Automatic Conversion to Jewish Calendar Dates
  • Event/Program Management
  • Membership Management
  • Donation Management
  • Volunteer Management
  • Robust Searching and Reporting Tools
  • Automated Report Delivery via Email
  • Integrated Online Contact Forms
  • Integrated Online Donation Forms
  • Integrated Online Event Forms
  • Donations and Events
  • Recurring Donations
  • Automatic Donation Receipts
  • Year-End Donation Receipts
  • Paid Events/Ticket Sales
  • Peer to Peer Fundraising (Crowdfunding) Pages
  • Integrated Payment Processors
    • Authorize.net, Stripe & Paypal
  • Accounts/Receivable, Exports to Bookkeeping Software
  • Automated Daily Backups
  • Private Database
  • SSL Certified Web Access
  • End-User Interface
  • Member Login
  • Donor Dashboard Access
  • Multi Level Permissioning
  • Free Updates
  • Find Contacts
  • Send Email
  • Phone call/SMS
  • Calendar
    • Add activities
    • View Scheduled Activities
    • Update Activities
      • Schedule Follow Up Meetings
  • Improve Contact Retention with Prioritized Contact Alerts