What is Fundly Crm and How Does it Work

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Fundly CRM is a powerful tool designed to help non-profits and small businesses manage their fundraising efforts more efficiently.

It's built on top of the Salesforce platform, which means it inherits all the scalability and flexibility that comes with it.

Fundly CRM offers a range of features, including donor management, event management, and online fundraising tools.

By using Fundly CRM, organizations can streamline their fundraising processes, save time, and focus on what really matters – making a difference in their communities.

Discover more: Crm Lead Manager

What Is CRM?

Fundly CRM is a game-changer in the industry, offering cutting-edge features that make it a must-have for organizations.

Its user-friendly design is a major plus, allowing anyone to navigate and get the most out of the software. This innovative software is designed to transform how organizations manage relationships, streamlining processes and enhancing engagement to drive success and growth like never before.

One of the standout features of Fundly CRM is its scalability. It can support unlimited users and 10,000 contacts, making it perfect for large organizations or those with a growing team.

Here's a breakdown of some of the key features:

  • Unlimited Users
  • Unlimited Users
  • 10,000 Contacts
  • 10,000 Contacts
  • 2 Hour Free Web Training
  • 2 Hour Free Web Training
  • Unlimited E-Communications
  • Unlimited E-Communications
  • Email Support
  • Email Support
  • Live Chat Support
  • Live Chat Support

Key Features and Specifications

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Fundly CRM has a wide range of features that make it a powerful tool for non-profit organizations.

The software offers a mobile-friendly interface, ensuring that users can access and manage their data on-the-go. Fundly CRM also has customizable donation forms, which can be tailored to fit the specific needs of each organization.

Some of the key features include donor management, fundraising campaigns, event management, online donations, and recurring donations. Additionally, Fundly CRM has a range of other features such as volunteer management, grant management, membership management, and email marketing.

Here are some of the key features of Fundly CRM:

  • Donor Management
  • Fundraising Campaigns
  • Event Management
  • Online Donations
  • Recurring Donations
  • Peer To Peer Fundraising
  • Volunteer Management
  • Grant Management
  • Membership Management
  • Email Marketing
  • Social Media Integration
  • Customizable Donation Forms
  • Mobile Friendly Interface
  • Reporting And Analytics
  • Donor Segmentation
  • Automated Receipts
  • Customizable Dashboards
  • Integration With Accounting Software
  • Pledge Management
  • Text To Give

Overview of Features

Fundly CRM is a robust software that offers a wide range of features to help organizations manage their fundraising efforts. It includes donor management, which allows users to keep a record of donor information and their participation in campaigns.

The software also features fundraising campaigns, event management, online donations, and recurring donations. Additionally, it includes peer-to-peer fundraising, volunteer management, and grant management.

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One of the key features of Fundly CRM is its ability to manage pledges and grants, making it easy to track and record these transactions. The software also includes membership management, email marketing, and social media integration.

Here are some of the key features of Fundly CRM:

  • Donor management
  • Fundraising campaigns
  • Event management
  • Online donations
  • Recurring donations
  • Peer-to-peer fundraising
  • Volunteer management
  • Grant management
  • Membership management
  • Email marketing
  • Social media integration
  • Customizable donation forms
  • Mobile friendly interface
  • Reporting and analytics
  • Donor segmentation
  • Automated receipts
  • Customizable dashboards
  • Integration with accounting software
  • Pledge management
  • Text to give

Specifications

Fundly CRM is designed to be user-friendly, but it's essential to know its technical specifications to ensure compatibility with your operating system and other software. Fundly CRM has system requirements that can be found on their website, which is a great place to start.

The technical specifications for Fundly CRM are detailed and easy to understand, making it a breeze to determine if it's the right fit for your organization. Fundly CRM is compatible with a range of operating systems, including Windows and macOS.

To get the most out of Fundly CRM, you'll want to take a closer look at its technical specifications and system requirements. This will give you a clear understanding of what you can expect from the software.

Expand your knowledge: Hipaa Compliant Crm

Plans and Pricing

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Fundly CRM offers a range of pricing plans to suit different needs.

Fundly CRM comes in 5 packages: Easy Launch, Easy Start, Easy Grow, Easy Go, and Easy Pro.

You can choose from various tiers to find the one that best fits your requirements.

Fundly CRM's pricing plans are designed to be flexible and scalable.

Here's a breakdown of the different packages:

Unfortunately, GoFundMe's pricing information is not publicly available.

Benefits and Features

Fundly CRM is a powerful tool for nonprofits and organizations looking to manage their fundraising efforts. It offers a range of features that make it easy to keep track of donor information and their participation in campaigns.

One of the key features of Fundly CRM is its donor management system, which allows users to keep a record of donor information and their participation in campaigns. This makes it easy to track donations and pledges over time.

Fundly CRM also offers a range of tools for managing fundraising campaigns, including social media integration and customizable donation forms. This makes it easy to share campaigns with supporters and track donations in real-time.

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The software also includes a mobile-friendly interface, making it easy to access and manage fundraising campaigns on-the-go. This is particularly useful for organizations with a large number of volunteers or staff who may be working remotely.

Here are some of the key features of Fundly CRM:

  • Donor management
  • Fundraising campaigns
  • Event management
  • Online donations
  • Recurring donations
  • Peer to peer fundraising
  • Volunteer management
  • Grant management
  • Membership management
  • Email marketing
  • Social media integration
  • Customizable donation forms
  • Mobile friendly interface
  • Reporting and analytics
  • Donor segmentation
  • Automated receipts
  • Customizable dashboards
  • Integration with accounting software
  • Pledge management
  • Text to give

Fundly CRM also offers a range of benefits for nonprofits and organizations, including easy donor management, customizable donation forms, and social media integration. These features make it easy to manage fundraising campaigns and track donations in real-time.

Overall, Fundly CRM is a powerful tool for nonprofits and organizations looking to manage their fundraising efforts. Its range of features and benefits make it an ideal solution for organizations looking to streamline their fundraising processes.

Alternatives and Integrations

If you're looking for alternatives to Fundly CRM, you can explore software options that fulfill similar requirements. Some alternatives to consider are available, but it's essential to evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Fundly CRM integrates with a variety of CMS and email service providers, making it a versatile tool for many users.

To get the most out of Fundly CRM, consider its integrations with other software tools.

Alternatives

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If you're looking for alternatives to Fundly CRM, there are several options to consider.

Network for Good is a popular alternative that offers a range of features, including donor management and event planning.

It's also worth exploring Give Lively, which offers a more streamlined approach to fundraising and event management.

Another option is Classy, which is known for its ease of use and customizable templates.

Qgiv is a great choice for those looking for a comprehensive suite of fundraising tools.

Each of these alternatives has its own unique features and pricing, so be sure to do your research and find the one that best fits your needs.

Available Integrations

Fundly CRM offers a range of integrations to enhance its functionality.

Currently, Fundly CRM integrates with a variety of CMS and email service providers.

User Reviews

Fundly CRM user reviews are a crucial part of making an informed business choice.

Experts score Fundly CRM in their reviews, but it's also essential to see how actual users and enterprises that use this software are satisfied with the product.

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The software's behavior-based Customer Satisfaction Algorithm collects customer reviews, comments, and Fundly CRM reviews across various social media sites.

This information is then displayed in a simple format showing how many people had a positive or negative experience with Fundly CRM.

Customer reviews are displayed in a clear format, showing both the pros and cons of using Fundly CRM.

There are no positive user reviews, unfortunately.

Customer service is nonexistent, and the only response you'll get is a list of instructions.

The software has become worthless since becoming Fundly CRM, according to a user review.

The reporting feature is impossible to use unless you're a computer programmer.

The software used to be user-friendly, but it's no longer the case.

You can still post a review anonymously, even if you choose to show your name and profile image.

Here are the details about posting a review:

  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

Greg Brown

Senior Writer

Greg Brown is a seasoned writer with a keen interest in the world of finance. With a focus on investment strategies, Greg has established himself as a knowledgeable and insightful voice in the industry. Through his writing, Greg aims to provide readers with practical advice and expert analysis on various investment topics.

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