Basic donor management is available for our Sponsorships and Fundraising plans and includes the following CRM capabilities:

• Sponsorships
• Donations
• Basic Profile Info
• Custom Fields
• Donation History
• Contact Methods
• Sponsorship History
• Contribution Statements
• Mail Merge
• Ability to track Supporter Donations and Sponsorships
• Automated Emails sent from REACH using a base REACH email template that can not be edited

Full donor management is available with our Essentials, Pro and Pro Plus plans and provides the same CRM capabilities as basic with the following additional features:

• Email Template Customization
• Sorting of Supporters into Groups and Segments
• Conversations Module
• Custom Forms
• Merge Supporter Records – Resolving Duplicates
• Admin Permissions to control what each admin can view/edit
• Supporter Activity History
• Head of Household designation
• Admin Tasks & Reminders
• Supporter Notes
• One-to-One Supporter Communication from the Supporter’s Record

The Donation Details Report and the Sponsorship Activity Report, among others, are available with both options.

For information on our plan levels, visit our Pricing page.