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.
On you “Community” page, we collect information for your donors and fundraisers and arranges them into unique contact records, helping you get a keen insight into your community.
Your contacts are automatically sorted into four groups:
With these filters, you can easily track the groups of supporters based on dates of activity and the action they took. This way, you can activate your community to get involved in your latest fundraising efforts, giving you the tools you need to you personalize your communications, strengthen relationship with your supporters, and help you raise more.
Looking for a particular donor? You can search and select contact records from your community to view their profile.
The profile pages centralize and track donations, 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 name
- Contact address
- Contact group: Donor, Fundraiser, Recurring
- Total amount raised
- Total amount donated
- Number of fundraising pages
- Number of teams joined
- Number of donations raised
- Number of donations made
- Number of updates
- Recurring donation amount
Should you need to update a contact name, email, or address, you’re able to easily edit a contact record.
Moreover, in the activity feed, you can see all recent activity including:
- New donations
- New personal fundraising pages created
- Donations made to a personal fundraising page
- Recent updates to a personal fundraising page
- New blog post updates
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]