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