How The Fundraising CRM Works (Legacy)
Candace Cody avatar
Written by Candace Cody
Updated over a week ago

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.

Filter Contacts

On your “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 five groups:

  • All

  • Donor

  • Fundraiser

  • Recurring 

  • Subscriber

You can also create custom groups to help you better segment your audience according to your needs. You may want to create groups for board members, volunteers, major donors, and more.

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.

Managing Contact Profiles

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, 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 name

  • Contact email

  • Contact phone number

  • Contact address

  • Donations made

  • Donations received

  • Recurring profiles

  • Installment payments made

  • Installment payments received

  • Total pledges

  • Number of personal fundraising pages

  • Number of teams joined

  • Number of tickets

  • Number of ticket orders

  • Number of updates (posts)

  • Recurring donation amount

  • +more

Use the data popover in the top navigation to view your contact's lifetime value.

Select View for a complete list of donations and pledges made and received.

You can export the list, or 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)

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.

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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