A contact management strategy allows you to build and maintain institutional knowledge for your organization by recording, organizing, tracking, and sharing essential contact history information for your donors and prospects.
Our contact management solution gives everyone in your organization the ability to understand your relationships with individual donors. Solicitations and service issues can be managed without overlap or conflict.
Download Contact Management brochure (PDF, 103K)
Benefits of our Contact Management solution:
- Achieve a 360° view of your donors
- Design a contact management strategy to plan all interactions with your donors and prospects
- Interface with your Microsoft Outlook calendar to help manage your day-to-day activities
- Link your actions to proposals and planned gifts
- View your personal contacts
- Communicate with your donors and prospects according to their preferences
- Cultivate relationships with multiple contacts within organizations
- Allow your entire organization access to the complete communication history with a donor
Features of our Contact Management solution:
- Record, track, store, and share all of the contact history information your organization collects in one centralized location
- Build and maintain a comprehensive and detailed history of all communication (phone, mail, email, event, meeting, etc.) with contacts inside and outside your organization
- Manage all of your day-to-day activities and contacts with donors, prospects, employees, volunteers, members, alumni, grant makers, and vendors
- Plan, schedule, and track every step of your interaction with donors from start to finish
- Organize all of your contacts by solicitor
- Personalize greetings for each solicitor
- Create personalized reminder screens
- Send personalized letters and email messages with the option to include attachments
- Receive automatic personal reminders upon login
- Create custom criteria for To-Do lists
- View and map donor addresses with a single click
- Integrate emails and calendars
- Create automatic follow-up activities
- Create contacts for staff and volunteers
- Import contact records from outside sources
Enhance your organization's contact management strategy by combining these related donor management solutions:
Capital Campaign Major Gift Cultivation Planned Giving Reporting and Analytics