Full Donor Management#

Our Essentials, Pro, and Pro Plus plans include full donor management.

These plans include all the core CRM features found in the basic donor management plan (outlined below), plus the following enhanced capabilities:

• Email Template Customization
• Email Tracking (Pro and Pro Plus only)
• Custom Forms
• Admin Permissions to control individual admin access and editing rights
• Sponsorship-Specific Tools, including:
  • Admin notifications for past due sponsorships
  • Option to hide fully sponsored items from the sponsorship page
  • Alerts for past due sponsors shown in the Donor Portal
  • Conversations Module
• Supporter-Specific Tools, including:
  • Supporter Activity History
  • Head of Household Designation
  • Supporter Notes
  • Direct Supporter Communication via email or text from the supporter’s record
  • Pledge Management directly from the supporter’s record
  • Supporter Grouping and Segmentation
  • Supporter Record Merging (deduplication)
  • Relationships
• Admin Tasks and Reminders
• Monthly Texting Allowance:
  • 1,000 messages for the Essentials plan
  • 2,000 messages for Pro and Pro Plus plans
• API Access (Pro Plus only)
• Ability to Blacklist Countries (Pro and Pro Plus only)
• Ability for supporters to donate towards their pledges (Pro and Pro Plus only)

Basic Donor Management#

Our Sponsorships and Fundraising plans include basic donor management with the following CRM capabilities:

• Sponsorships
• Donations
• Basic supporter profiles
• Custom fields
• Donation history
• Contact methods
• Sponsorship history
• Contribution statements
• Mail merge
• Supporter donation and sponsorship tracking
• Automated emails using the default REACH email template (not editable)
• 500 text messages per month
• Site integrations: Google Analytics, Mailchimp, Facebook Pixel, and 360MatchPro by Double the Donation
• Pledges (Admins must fulfill pledges in Admin Console)

The Donation Details Report and Sponsorship Activity Report, among others, are available with both plan types.

To learn more, please visit our Pricing page.