What the FundraisingBox CRM Can Do

Engage Donors and Strengthen Teamwork with Our CRM

In this article, we will show you how to use our FundraisingBox CRM to keep track of all your donor data and engage donors with your organization.

Our CRM at a Glance

With our CRM, you can manage both online and offline donations centrally in one place, the FundraisingBox. Additionally, you can assign tasks to team members, allowing you to work more efficiently and save valuable time that you can devote to fulfilling your mission. And the best part is, when you book our CRM, you get the first 200 contacts for free, so you can test the CRM first.

This is What Your FundraisingBox Could Look Like

These Features Are Available to You

Data Management – Centralized and Real-Time

All Donor Data in One Place

All your donor data automatically flows from the forms into the CRM. Contacts are automatically created, and donation entries are added to existing contacts. You can store documents, issue and send donation receipts, and maintain a complete communication history for each contact, which can be accessed at any time.

All Donations in One Place, in Real-Time

With the FundraisingBox CRM, you can keep an eye on your donation entries at all times. All donations received through the online form, as well as offline donations, can be viewed in real-time in your FundraisingBox. You can also create and modify standing orders. With BankSync, even offline donations flow directly into the CRM. Cash donations can also be added to your contacts. This way, you have a complete overview of the donation history of your contacts.

Automatically Create and Send Donation Receipts

In our CRM, you can easily create and send donation receipts. If you have already sent a donation receipt and your donor needs it again, no problem. The previously issued document is stored in the contact’s record and can be resent in seconds, either by post or simply by email.

Overview of All Documents for Each Contact

For each contact, you can store documents in the CRM. This means you have donation receipts, contracts, invoices, etc., all assigned to each contact in your CRM. The whole team can access all information at any time, no matter where they are.

This is What Individual Contacts Look Like in Your FundraisingBox

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.

How to Assign Tasks for a Team Member to a Contact

Analysis and Overview of KPIs

Analyze with Tags

Create your own tags to quickly and easily categorize your contacts. This allows you to identify VIP contacts, analyze sources, evaluate projects and campaigns, and much more with just a few clicks.

15 Reports

All relevant KPIs you need for successful fundraising are clearly organized in one area – divided into fundraising and donors: donation volume, average donation amount, major donations, donation trends, payment method distribution, and much more.

This is What Your Reports Could Look Like in the FundraisingBox

Security at the Highest Level

Secure Access and Full Control: Access to your FundraisingBox is always absolutely secure, as encryption and two-factor authentication meet the latest standards and are GDPR-compliant. Additionally, you have full control and can define your team’s access rights.

Want to test the FundraisingBox CRM first? Sign up for our Multi-Channel-Fundraising and test 200 contacts for free.