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ALLOWING YOUR TEAM TO CHASE YOUR DONORS WITH EASILY ACCESSIBLE AND UP TO DATE INFORMATION
INTEGRATING WITH
FURTHER INTEGRATIONS ON DEMAND
FEATURES
FEATURES
Categorise your donors by their different profiles (eg annual donors, termly donors, standing orders, donors to monitor)
See your overall position from the main page, with a summary of each donor
Drill down to view each donors' requests and contributions
Easily monitor standing orders
Set up reminders for team members to contact donors
Input notes and feedback from donor contacts
Share responsibility over your team
See summary statistics and your success rate
Main screen layout, showing all categories collapsed and summary statistics
Summary details of all donors, showing amounts donated, comments, due chasers (with overdue chasers highlighted)
Detailed individual donor page, with full donation summary (linking back to Xero), options to add contact details, comments, dates for future chasing and record of previous chasers
Standing order checks, showing monthly donations, drops in standing orders and months where no donations received
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