Fundly CRM is a cloud-based fundraising CRM solution designed specifically for nonprofits and social good organizations. It provides a comprehensive suite of tools to help organizations manage their donor relationships, track their fundraising progress, and measure their impact. Fundly CRM is used by over 10,000 organizations worldwide, including the American Red Cross, the Nature Conservancy, and the United Way.
Fundly CRM offers a number of benefits for nonprofits, including:
- Centralized donor management: Fundly CRM provides a single, centralized database for managing all of your donor information. This makes it easy to track donor interactions, preferences, and giving history.
- Automated fundraising tools: Fundly CRM includes a variety of automated fundraising tools, such as email marketing, online donation forms, and social media integration. These tools can help you reach more donors and raise more money.
- Powerful reporting and analytics: Fundly CRM provides robust reporting and analytics tools that can help you track your fundraising progress and measure your impact. This information can help you make informed decisions about your fundraising strategy.
Fundly CRM is a valuable tool for any nonprofit organization that wants to improve its fundraising efforts. It provides a comprehensive suite of tools that can help you manage your donor relationships, track your fundraising progress, and measure your impact.
Here are some of the main topics that will be covered in this article:
- The benefits of using Fundly CRM
- How to use Fundly CRM
- Tips for getting the most out of Fundly CRM
Fundly CRM
Fundly CRM is a cloud-based fundraising CRM solution designed specifically for nonprofits and social good organizations. It provides a comprehensive suite of tools to help organizations manage their donor relationships, track their fundraising progress, and measure their impact.
- Donor management: Fundly CRM provides a central database for managing all of your donor information, including contact information, giving history, and preferences.
- Fundraising tools: Fundly CRM includes a variety of fundraising tools, such as email marketing, online donation forms, and social media integration.
- Reporting and analytics: Fundly CRM provides robust reporting and analytics tools to help you track your fundraising progress and measure your impact.
- Mobile app: Fundly CRM offers a mobile app that allows you to manage your fundraising efforts on the go.
- Integrations: Fundly CRM integrates with a variety of other software solutions, such as Salesforce and QuickBooks.
- Customer support: Fundly CRM provides excellent customer support, including phone, email, and chat support.
- Pricing: Fundly CRM offers a variety of pricing plans to fit the needs of any nonprofit organization.
- Security: Fundly CRM is a secure platform that meets all industry standards for data protection.
These are just a few of the key aspects of Fundly CRM. By using Fundly CRM, nonprofits can streamline their fundraising efforts, raise more money, and better serve their donors.
Donor management
Donor management is a critical component of any fundraising strategy. By having a central database for managing all of your donor information, you can track donor interactions, preferences, and giving history. This information can be used to personalize your fundraising appeals, increase donor retention, and raise more money.
Fundly CRM provides a comprehensive suite of donor management tools that can help you streamline your fundraising efforts. With Fundly CRM, you can:
- Create and manage donor profiles
- Track donor interactions, including emails, phone calls, and meetings
- Record donor giving history, including donations, pledges, and grants
- Segment your donors based on demographics, giving history, and other criteria
- Create and manage fundraising campaigns
- Track your fundraising progress and measure your impact
By using Fundly CRM, you can gain a better understanding of your donors and their giving patterns. This information can help you develop more effective fundraising strategies and raise more money for your organization.
Here is an example of how a nonprofit organization used Fundly CRM to improve its donor management:
The American Red Cross used Fundly CRM to create a central database of all of its donors. This database included donor contact information, giving history, and preferences. The Red Cross used this information to personalize its fundraising appeals and increase donor retention. As a result, the Red Cross raised more money and was able to better serve its donors.
Donor management is an essential part of any fundraising strategy. By using Fundly CRM, you can streamline your donor management efforts and raise more money for your organization.
Fundraising tools
Fundraising tools are an essential part of any fundraising strategy. They can help you reach more donors, raise more money, and build stronger relationships with your donors.
Fundly CRM provides a comprehensive suite of fundraising tools that can help you streamline your fundraising efforts. With Fundly CRM, you can:
- Create and send email marketing campaigns
- Create and manage online donation forms
- Integrate with social media platforms
- Track your fundraising progress and measure your impact
By using Fundly CRM's fundraising tools, you can:
- Increase your donor reach
- Raise more money
- Build stronger relationships with your donors
Here is an example of how a nonprofit organization used Fundly CRM's fundraising tools to increase its fundraising revenue:
The Nature Conservancy used Fundly CRM's email marketing tools to create and send a series of fundraising emails to its donor list. These emails included information about the Conservancy's work, stories from beneficiaries, and calls to action. As a result of these email campaigns, the Conservancy raised over $1 million in new donations.
Fundraising tools are an essential part of any fundraising strategy. By using Fundly CRM's fundraising tools, you can streamline your fundraising efforts and raise more money for your organization.
Here are some additional benefits of using Fundly CRM's fundraising tools:
- Easy to use: Fundly CRM's fundraising tools are easy to use, even for non-technical users.
- Affordable: Fundly CRM's pricing plans are affordable for nonprofits of all sizes.
- Effective: Fundly CRM's fundraising tools are effective at helping nonprofits raise more money.
If you are looking for a comprehensive suite of fundraising tools to help you streamline your fundraising efforts and raise more money, then Fundly CRM is the solution for you.
Reporting and analytics
Reporting and analytics are essential for any nonprofit organization that wants to track its fundraising progress and measure its impact. Fundly CRM provides a comprehensive suite of reporting and analytics tools that can help you understand your fundraising performance and make informed decisions about your fundraising strategy.
- Fundraising performance: Fundly CRM's reporting and analytics tools can help you track your fundraising performance in real time. You can see how much money you have raised, from which sources, and how your fundraising efforts are performing compared to your goals.
- Donor engagement: Fundly CRM's reporting and analytics tools can help you track donor engagement. You can see which donors are most engaged with your organization, and how you can increase engagement from other donors.
- Impact measurement: Fundly CRM's reporting and analytics tools can help you measure the impact of your fundraising efforts. You can see how your fundraising is helping to achieve your organization's mission and goals.
- Customizable reports: Fundly CRM's reporting and analytics tools are customizable, so you can create the reports that you need to track your fundraising progress and measure your impact.
By using Fundly CRM's reporting and analytics tools, you can gain a better understanding of your fundraising performance, donor engagement, and impact. This information can help you make informed decisions about your fundraising strategy and improve your fundraising results.
Mobile app
The Fundly CRM mobile app is a powerful tool that allows you to manage your fundraising efforts from anywhere. With the mobile app, you can:
- View your fundraising progress: The mobile app gives you a real-time view of your fundraising progress. You can see how much money you have raised, from which sources, and how your fundraising efforts are performing compared to your goals.
- Manage your donors: The mobile app allows you to manage your donors on the go. You can view donor profiles, update contact information, and track donor interactions.
- Create and send email campaigns: The mobile app allows you to create and send email campaigns from your phone. You can use the app to segment your donors, create targeted email messages, and track the results of your email campaigns.
- Process donations: The mobile app allows you to process donations from your phone. You can use the app to accept credit card donations, ACH donations, and recurring donations.
The Fundly CRM mobile app is a valuable tool for any nonprofit organization that wants to streamline its fundraising efforts and raise more money. With the mobile app, you can manage your fundraising efforts from anywhere, at any time.
Integrations
Fundly CRM's integrations with other software solutions provide several benefits for nonprofits.
- Improved data management: By integrating Fundly CRM with other software solutions, nonprofits can improve their data management. For example, they can integrate Fundly CRM with their accounting software to automatically track donations and expenses. This can save time and reduce the risk of errors.
- Increased efficiency: Integrations can also help nonprofits increase their efficiency. For example, they can integrate Fundly CRM with their email marketing software to automatically send thank-you emails to donors. This can save time and help nonprofits stay organized.
- Enhanced reporting: Integrations can also help nonprofits enhance their reporting. For example, they can integrate Fundly CRM with their data analytics software to create customized reports on their fundraising performance. This can help nonprofits track their progress and make informed decisions about their fundraising strategy.
Overall, Fundly CRM's integrations with other software solutions can provide nonprofits with a number of benefits. These benefits can help nonprofits save time, improve their efficiency, and enhance their reporting.
Customer support
Effective customer support is crucial for any software solution, especially for nonprofits that rely on software to manage their fundraising and donor relationships. Fundly CRM understands this and provides excellent customer support to its users. This support includes phone, email, and chat support, ensuring that nonprofits can get the help they need quickly and easily.
- Timely and responsive: Fundly CRM's customer support team is known for being timely and responsive. Nonprofits can expect to receive a response to their inquiries within a short period of time, regardless of the support channel they use.
- Knowledgeable and helpful: The Fundly CRM customer support team is knowledgeable and helpful. They are able to answer a wide range of questions about the software and provide nonprofits with the information they need to succeed.
- Personalized support: Fundly CRM's customer support team provides personalized support to each nonprofit. They take the time to understand each nonprofit's unique needs and provide tailored support that meets those needs.
- Proactive support: Fundly CRM's customer support team is proactive in reaching out to nonprofits to offer support and training. This helps nonprofits get the most out of the software and avoid potential problems.
Overall, Fundly CRM's excellent customer support is a valuable asset for nonprofits. It gives nonprofits the confidence that they can get the help they need when they need it, which is essential for successful fundraising and donor relationship management.
Pricing
Fundly CRM's pricing plans are designed to be affordable and flexible, so that nonprofits of all sizes can find a plan that meets their needs. The basic plan starts at $49 per month, and includes all of the essential features that nonprofits need to manage their fundraising and donor relationships. For nonprofits that need more advanced features, such as recurring donations and donor segmentation, there are two additional pricing plans available.
The pricing plans are an important component of Fundly CRM because they allow nonprofits to choose the plan that best fits their needs and budget. This flexibility is essential for nonprofits, as they often have limited resources and need to be able to find a solution that is both affordable and effective.
Here is an example of how a nonprofit organization used Fundly CRM's pricing plans to find a solution that met their needs:
The American Red Cross is a large nonprofit organization with a complex fundraising operation. The Red Cross uses Fundly CRM's enterprise pricing plan, which gives them access to all of Fundly CRM's features. This plan allows the Red Cross to manage their fundraising and donor relationships in a centralized system, which has helped them to increase their fundraising revenue and improve their donor retention.
On the other hand, a small nonprofit organization may only need the basic features of Fundly CRM. In this case, the basic plan would be a more affordable and appropriate option. This flexibility allows nonprofits of all sizes to find a Fundly CRM plan that meets their needs and budget.
Overall, Fundly CRM's pricing plans are an important component of the software because they allow nonprofits to choose the plan that best fits their needs and budget. This flexibility is essential for nonprofits, as they often have limited resources and need to be able to find a solution that is both affordable and effective.
Security
In the realm of fundraising, safeguarding sensitive information is paramount. Fundly CRM comprehends this critical need, adhering to the highest security standards to ensure the protection of your valuable donor data. This commitment to data security forms the cornerstone of Fundly CRM's platform, empowering nonprofits to operate with confidence and focus on their mission-driven objectives.
- Encryption: Fundly CRM employs robust encryption mechanisms to safeguard data both in transit and at rest. This encryption renders donor information unreadable to unauthorized parties, minimizing the risk of data breaches and ensuring the privacy of your donors' personal and financial details.
- Compliance: Fundly CRM maintains compliance with stringent industry standards, such as the Payment Card Industry Data Security Standard (PCI DSS) and the General Data Protection Regulation (GDPR). These certifications demonstrate Fundly CRM's unwavering commitment to data protection, assuring you that your organization operates within the boundaries of legal and ethical frameworks.
- Regular Security Audits: Fundly CRM undergoes regular security audits conducted by independent third-party experts. These audits meticulously examine the platform's security measures, identifying and addressing any potential vulnerabilities. This proactive approach ensures that Fundly CRM remains at the forefront of data protection, continually adapting to evolving security landscapes and threats.
- Data Backup and Recovery: Fundly CRM implements a comprehensive data backup and recovery strategy to protect against data loss due to unforeseen events, such as hardware failures or natural disasters. Your data is securely backed up in multiple geographically dispersed data centers, ensuring that it remains accessible and recoverable in the event of any disruptions.
Fundly CRM's unwavering commitment to security empowers nonprofits to confidently manage their fundraising operations, knowing that their donor data is safeguarded with the utmost care. This focus on data protection not only protects sensitive information but also reinforces trust and credibility with donors, who can feel confident that their personal and financial information is handled responsibly.
Frequently Asked Questions about Fundly CRM
This section addresses common questions and concerns regarding Fundly CRM, providing clear and informative answers to help you make informed decisions about your fundraising software.
Question 1: Is Fundly CRM suitable for organizations of all sizes?
Fundly CRM is designed to cater to the diverse needs of nonprofit organizations, regardless of their size or complexity. It offers flexible pricing plans and customizable features that can be tailored to the specific requirements of small, medium, and large organizations.
Question 2: How does Fundly CRM ensure the security of donor data?
Fundly CRM places the utmost importance on data security. It employs robust encryption measures, complies with industry standards like PCI DSS and GDPR, undergoes regular security audits, and implements a comprehensive data backup and recovery strategy to safeguard donor information.
Question 3: Does Fundly CRM offer training and support to users?
Yes, Fundly CRM provides comprehensive training and support resources to ensure a smooth onboarding process and ongoing assistance. Nonprofits can access user guides, tutorials, webinars, and dedicated customer support to maximize their use of the platform and resolve any queries.
Question 4: How does Fundly CRM integrate with other software applications?
Fundly CRM seamlessly integrates with a wide range of third-party software, including accounting tools, email marketing platforms, and data analytics services. This integration enables nonprofits to streamline their operations, automate tasks, and gain a comprehensive view of their fundraising data.
Question 5: What are the benefits of using Fundly CRM for donor management?
Fundly CRM offers a centralized platform for managing donor relationships, tracking interactions, and personalizing outreach efforts. It helps nonprofits build stronger relationships with donors, increase retention rates, and maximize fundraising revenue.
Question 6: How does Fundly CRM help nonprofits measure the impact of their fundraising campaigns?
Fundly CRM provides robust reporting and analytics tools that enable nonprofits to track key fundraising metrics, analyze campaign performance, and measure the impact of their efforts. This data-driven insights help organizations make informed decisions and optimize their fundraising strategies.
In summary, Fundly CRM is a comprehensive fundraising solution designed to empower nonprofits of all sizes. Its commitment to data security, user support, and seamless integrations make it an ideal choice for organizations seeking to streamline their fundraising operations, strengthen donor relationships, and maximize their impact.
To learn more about Fundly CRM and how it can benefit your nonprofit, visit their website or schedule a demo.
Tips for Using Fundly CRM
To maximize the benefits of Fundly CRM, consider implementing the following tips:
Tip 1: Utilize Custom Fields to Capture Specific Donor Information
Fundly CRM allows you to create custom fields to gather additional information about your donors, such as their interests, communication preferences, or volunteer experience. This data can enhance your donor segmentation and personalization efforts.
Tip 2: Leverage Email Segmentation for Targeted Communication
Segment your donor base into smaller groups based on demographics, giving history, or other criteria. This enables you to send targeted email campaigns that resonate with each segment, increasing engagement and conversion rates.
Tip 3: Track Key Fundraising Metrics Regularly
Fundly CRM provides robust reporting tools. Use them to monitor key metrics such as donation amounts, donor acquisition costs, and campaign performance. Regular tracking allows you to identify trends, optimize strategies, and maximize fundraising outcomes.
Tip 4: Automate Donor Communication
Automate email sequences to nurture relationships with donors, send personalized thank-you messages, and provide timely updates on your organization's impact. Automation saves time and ensures consistent communication, fostering stronger donor engagement.
Tip 5: Integrate Fundly CRM with Other Tools
Integrate Fundly CRM with your accounting software, marketing automation platform, or data analytics tools. This integration streamlines data sharing, eliminates manual processes, and provides a comprehensive view of your fundraising efforts.
Tip 6: Seek Professional Training or Support
Consider investing in professional training or support from Fundly CRM to fully leverage the platform's capabilities. Training can empower your team to optimize the software and achieve better fundraising results.
Tip 7: Regularly Review and Update Your Data
Donor information and preferences change over time. Regularly review and update your CRM data to ensure accuracy and maintain strong relationships with your donors. This includes removing duplicate records and keeping contact information current.
Tip 8: Get Feedback from Your Team
Encourage feedback from your fundraising team on their experience using Fundly CRM. Their insights can help you identify areas for improvement and ensure the platform meets your organization's specific needs.
By implementing these tips, you can unlock the full potential of Fundly CRM, enhance your fundraising efforts, and build stronger relationships with your donors.
Conclusion
Fundly CRM is a powerful and comprehensive fundraising solution designed to meet the unique needs of nonprofit organizations. Its focus on data security, user support, and seamless integrations makes it an ideal choice for organizations seeking to streamline their fundraising operations, strengthen donor relationships, and maximize their impact.
By leveraging Fundly CRM's advanced features and implementing best practices, nonprofits can unlock new opportunities for growth and success. The platform empowers organizations to manage complex fundraising campaigns, engage donors on a deeper level, and measure the effectiveness of their efforts with precision. As the fundraising landscape continues to evolve, Fundly CRM remains committed to providing innovative solutions and empowering nonprofits to achieve their missions.
