Communication on a New Level
Complete Communication History in One Central Location
You can store all communication with your donors in their respective contacts within the CRM. This provides the entire team with a transparent view of all interactions – whether emails, phone calls, or letters. From now on, every team member will know instantly, no matter where, when, or how donors were contacted by your NGO.
Spot-On Selections of Your Contacts
Thanks to our advanced search function, you can easily find the right contacts and donations based on your criteria with just a few clicks. You can then directly contact your selected contacts from the FundraisingBox.
Task Management from Anywhere
Real-Time and From Anywhere
For effective teamwork, all staff members need to stay up-to-date and know who is assigned which tasks. The time-saving tools in our CRM help your team distribute tasks clearly, ensuring no to-dos are forgotten. Receive all relevant information in real-time – anytime and from anywhere.
Management of Donor Inquiries
With the FundraisingBox email inbox, emails received by your non-profit are automatically stored in the FundraisingBox. Each incoming email generates a new task, which can be assigned to the appropriate team member. This allows supporter inquiries to be centrally and quickly addressed.
To-Do’s
When you receive tasks from your team, you will also be automatically notified via email. Manual tasks can also be assigned to any contact in your FundraisingBox for a specific time, e.g., “Call and thank the supporter.”
Recognizing Open Tasks
Each contact is clearly organized so that you can see the most relevant information and the open tasks for that contact, even if the tasks are assigned to one of your colleagues. This ensures transparency at all times about what has been completed or still needs to be done.