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Fundraising Mgt CRM

Vital-DB Fundraising - Successful fundraising campaigns for appeals, donations, events

This module includes the Events module for managing fundraising events and is based on Microsoft CRM - including Axem's website interface for online donations and payments.

 

   Base functionality:

  • Website connections so Contacts can interact with your organisation
  • Out of the box connection to online payment gateway - PayFloPro from Paypal
  • Online purchasing/payment basket from website to CRM database
  • PDF receipts
  • PCI compliance for online credit card processing
  • Display of relevant database information on your website - such as events and purchasing history
  • Integration with Outlook
  • Secure access from anywhere across the Internet
  • Share documents online securely with specific groups
  • Attach documents to records

    
    
Features:

  • Sponsorship management (also used for Events)
  • Regular giving
  • Ad hoc donations
  • In memoriam
  • Gifts in kind
  • Bequests
  • Grant management

 

  • Display events from the database online - automatically disappear off the site according to dates and times
  • Book and pay for events online - and view history
  • Attendee management including wait lists, attendee badges and lists
  • Venue management
  • Event team management
  • Publish event to Facebook
  • Publish event information to Twitter
     
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