Fundly CRM Review

Organizations cannot survive without adequate funding. Most nonprofits depend on pledges and donations from well-wishers. The application makes donor management easy. Users can keep a record of donor information and their participation in the campaigns. Registration is easy with Fundly. The membership management software makes it easy for members to register on the online platform. Users can track member information, their levels, and history.  Donors can send grants and pledges quickly within the program. It is easy to track pledges and donations and keep a record of how they have been managed. Furthermore, it allows for scheduling of recurring pledges and automatic payments. The pledges platform allows the organization to maintain track of the pledges over the years.

Fundly understands how social media platforms are ideal for creating and managing campaigns. The application includes social media sharing features that allow for supporters to raise more awareness through their networks. Campaign managers create campaign posts that feature on the activity feeds to update supporters on the progress of the mission and campaigns. Moreover, the integration with Facebook allows fundraisers to broadcast their campaign messages to their supporters.

Customization of web pages is another feature of Fundly. Campaign managers can create custom web pages that are mobile friendly to launch donation campaigns and event calendar. They can add images and videos on their mission and activities. Through the mobile apps, they can track donations and contributions to their cause. It is easy to keep track of interactions and set up tasks through all devices. Donors can buy tickets for events and send donations through their smartphones or tablets.  Campaign managers can assign tasks to team members. Events are also readily management through the software.

Fundly understands the importance of communication for donor retention. It is for this reason that the application allows campaign managers to keep in touch with their supporters quickly through email and surveys. They can import contacts and customize email templates according to the need.  They can customize thank you notes and email templates for faster communication. They can send appeal letters and thank you emails. Integration with Survey Monkey, Gmail, Yahoo and Constant contact makes communication with supporters smooth and manageable. More so the direct mail and email program is automated, making communication fast and efficient.