SMX Fundraiser™

Task diary: enables you to set task reminders for yourself and others. These can be for different types of activity and when selected will open the appropriate modules – from individual follow ups to project steps and standard management tasks.

Supporter Management:

• Classify your supporters into any number of groups – these can be global (available to everyone), private (available only to the person who created them – you have to be given specific rights for this);
• Create any number of customer fields for donor information
• Record the relationships between a supporter and other supporters or locations
• Keep a record of all interactions between BRB and supporters – this is automatic if you use the built in communications options
• Easily add to exisiting lists or create new ones
• Send and email / letter / sms to a supporter using Word or the inbuilt editor
• Create a targeted promotion to a selected list

Fund Raising and Donations:

• keep a track of all donations made by supporters
• create and monitor fund raising campaigns
• track methods of donation
• full Gift Aid tracking
• create acknowledgements as emails/letters from the donation management options
• supports one off and continuous donations and subscriptions
• Online integration to enable giving via the website

Targeted Communications:

• create targeted lists for mailings, emails etc
• easily create a follow up promotion to responders / non-responders
• Track response to mailings – this is automatic from email links via the website
• Mail merge into Word or the inbuilt editor
• Export date to Excel, Access, CSV, QuickStep

Additional features:

• Capscan post coding available both in the manager and website (requires subscription)
• SMS available (requires subscription)
• Integrates with Word for letters and mail merge
• World Pay credit card processing available (requires subscription)
• Easy data capture of individuals and donations