Manage and cultivate relationships with all your donors, prospects, and contacts in one easy-to-use constituent management solution.
- Understand donor giving behaviour: keep up with household and company donors over the years with comprehensive tracking
- Cultivate donor relationships: track all interactions and donor data with unlimited history, then use this information to solicit donors in a personal way
- Capture donor contact information: store multiple donor addresses, phone numbers, emails and more
- Collect information you actually need: create custom fields and specify required ones to capture information that’s meaningful to you
- Know where your donors are: address management verifies incomplete addresses, while seasonal tools automatically update donor addresses no matter where they move to
- Never miss a beat: built-in task management enables you to set reminders so you never miss important tasks, dates, or events
- Your CRM, your way: personalize the user experience with customizable menu, tool, and communication options for all CRM users
Nonprofit Donation & Pledge Management
From simple to complex, manage and analyze your fundraising campaigns to know what’s working, and what needs improvement. Tracking donations has never been easier!
- Sync online donations easily: securely accept and sync online donations into your CRM in a single click
- From matching gifts to memorials: manage single gifts, recurring donations, pledges, matching gifts, honoraria and memorials, complete with automated acknowledgements
- Gain deep fundraising insight: manage your campaigns and appeals to ensure your fundraising is effective and track donations to specific funds
- Keep pledges up-to-date: manage pledges with pledge reminder letters, overdue pledge reports, and more
- Easily Attribute Donations to Fundraisers, In Honor, and In Memory: Assign contributions to other donors or fundraisers with soft-credits
Create robust reports with ease that track donations in the format that helps you learn the most: graphs, lists, reports, summaries and more.
- Built-in reports to get you started: choose from a large selection of standard reports, including contact, gift and pledge, and statistical reports
- Make it your own: customize filters, report views, and layouts
- Easily manage your reports: you can save custom reports, email results, and export reports to common formats
Gain valuable insight into your fundraising! Create powerful lists that can be used to track donations, analyze campaigns and save time.
- Increase impact with powerful segmentation: splice-and-dice donors, donations and pledges by geography, giving history, interests, and other criteria for targeted mailings and focused reports
- Save time with memorized lists and searches: segmentations and searches that help analyze donor trends, statistics, and history can be saved for easy recall
- Easy exports and updates: quickly export and update information
Mailing & Communication
Solicitation, thank you, receipts, and reminder letters made easy and automated with FrontStream CRM mailing tools. Whether printing or emailing, powerful communication is possible with a few clicks.
- Personally connect with constituents: built-in mail merge empowers you to create personalized communications with images, tables, links and more
- Contact donors the way they want: print direct mail, like letters and inserts, or simply email constituents. The choice is yours!
- Click and forget: Automate receipts and thank you letters
- Historical tracking: view mailing history and track the success of solicitations
Importing & Data Entry Tools
Spend more time on campaigns, and less on manual data entry with FrontStream CRM’s built-in import wizard and SmartEntry.
- Import hundreds of data points, easily: import information from Outlook, Microsoft Excel, FileMaker, and more
- Speed up data entry: with a spreadsheet-like layout, SmartEntry enables you to enter many donors and donations at once
Integrations That Matter
With powerful integrations with popular tools, you won’t have to waste time and resources managing multiple programs any longer.
- QuickBooks: sync donors, donations and post transactions with a few clicks – no more double entry!
- Constant Contact: sync contacts, mailing lists, and changes made in CRM and see email history when viewing donors
- MailChimp: sync contacts, mailing lists, and changes made in CRM and see email history when viewing donors
- MapQuest: validate donor addresses in CRM to make sure donors receive your mailings
- Online Donation Management: collect online donations that securely flow into your CRM with FirstGiving and FastTransact
- Fundraising: mobile, peer-to-peer, and event-based fundraising at your fingertips with FirstGiving and Enterprise Fundraising
- Social Media: communicate with donors and view their social history on Facebook, LinkedIn, and Twitter – right inside of CRM
- Calendars: add tasks, events, and keep track of important dates to Google, Windows Live, Hotmail, and Microsoft Outlook calendars from CRM