Donor Relationship Management
The integrated solution for accelerating your fundraising
Manage households, campaigns, and much more.
-
Smart Lists
Create dynamic lists that automatically add or update contacts based on any specific criteria you define. Use them to create mailers, add campaign members, and even generate reports.
-
Dashboards
Powerful visualizations that update in real-time, so you can quickly check on your progress or spot trends within your data.
-
No Limit to Users
Designed to grow as your organization does by allowing your entire staff to share one system. Add as many users as your organization needs to run smoothly.
-
Improved Household Management
Manage your households, corporations, and individuals on a single page. Leverage more intelligent data with donor analytics built right into the profiles.
-
Unlimited Customization
Build deep, rich donor profiles with the ability to create an unlimited number of customizeable fields on each contact record.
-
WealthEngine Integration
Send your list of constituents to WealthEngine for prospect research analysis, and bring the results seamlessly back into Exceed Beyond.
