With the CauseVox Fundraising CRM, you can have a centralized fundraising CRM that provides everything you need to easily organize, track, and grow relationships with your community of supporters and fundraisers.

Gone are the days you have to worry about manually managing your donor data and reconciling spreadsheets. With CauseVox Fundraising CRM, we make it easy for you by automatically keeping track of your community so you can spend your time building relationships with them.

Manage Contacts

Looking for a particular donor? You can search and select contact records from your Contacts to view their profile.

The profile pages centralize and track donations, pledges, fundraising activities, and engagement in real-time, helping you get to know your supporters.

When you access a contact’s profile, you can see data including:

Contact First Name, Last Name
Contact Email
Contact Phone Number
Contact Address
Donations Made
Recurring Profiles
Installment Payments Made
Pledges
Personal Fundraising Pages
Team Fundraising Pages
Tickets
Ticket Orders
Posts
+more

For a complete list, under Manage, select the data you wish to view and you can export on the right.

Select the ellipses Quick Actions on the right to refund donations or move them to other personal or team pages.

Should you need to update a contact photo, name, email, phone, or address, you’re able to easily edit a contact record.

You're able to make notes on Contacts to help you keep track of activity or other comments on members of your community.

A few things you may want to note are:

Significant dates for them, like birthdays
In-kind donations
Reasons why they have cancelled a recurring donation, didn't fundraise, etc
Interactions you have with the contact outside of CauseVox (contents of emails, phone calls, or in person conversations)

Here's how you can add notes to a contact.

In the contact's activity feed, you can see all recent activity including:

New donations/pledges
New personal fundraising pages created
Donations made to a personal fundraising page
Recent updates to a personal fundraising page
New ticket purchases
New blog post updates

Filter the view by activity type and a date range, and use the popover for a quick information view and cross reference.

Importing Contacts

We make it easy for you to add and import contacts into CauseVox so you can keep track of the activity of your community online over time.

Here's how you can import contacts into CauseVox.

The CauseVox Fundraising CRM frees you up. By having all your data saved in one place, it not only saves you time but also helps keep all your data easily accessible and organized, giving you more time to spend on engaging your community.

Have questions about the Fundraising CRM? Email us at [email protected].

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