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Secure Socket Layer (SSL) for the entire application (HTTPS)
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Multiple User Roles
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Multiple Authentication
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T3 (PCI) Secure Credit Card Processing (No Monthly Fees)
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Recent viewed constituent list
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Giving Charts
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Membership Charts
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Status Charts
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Appeal/Event Results Charts
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Task Reminder Lists
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Grant Reminder Lists
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Easily enter new constituents
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Unlimited addresses
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Google Map search on any address
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Link/Relate constituent records
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Track affiliations
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Define/Assign unlimited codes for easy segmentation
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Create unlimited notes for each record
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Track alumni information
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Flag records as private
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View quick statistics for each record
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View detailed giving history
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View solicitation history
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Track children
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Website, Blog, facebook, and Twitter URL entry for each constituent
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Create unlimited communication records
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Track by user defined subjects
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Track by user defined move phases
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Track by user defined contact types
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Track by action date or due date
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Create reminders for user portals
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One click reminders to Outlook calendar
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View donor giving details
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Track single or multi payment pledges
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Setup flexible pledge payment schedules
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Customize pledge reminders for email and/or print
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Track multi level memberships
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Customize membership renewals for email and/or print
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Easy entry for In-Kind gifts
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Track soft credits
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Track Solicitors
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Track Matching Gifts
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Gift batching
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Customize thank you letters online
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Merge thank you letters to email
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Merge thank you letters to print
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Merge multiple letters in one email batch
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Send attachments with emailed thank you letters
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Online custom letters
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Merge online letters to queried constituents
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Merge for email and/or print
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Track merged solicitations
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Financial and Trend reports included
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Online custom report designer
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Create report categories
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Output reports to HTML, pdf, csv, Excel, Word, Open Office, and XML
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Create pivot/crosstab reports
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Email any report to selected emails (daily or weekly)
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Virtually unlimited querying on any field
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Simple step-by-step process
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Save and reuse any generated query
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Output queries to HTML, pdf, csv, Excel, Word, Open Office, and XML
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Merge query results to online letters
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Track unlimited special events
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Itemize costs to attend
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Many special event reports included
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Manage live and silent auction items
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Setup event teams and goals
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Define workshops and presenters
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Batch registration
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Track unlimited volunteers
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Define volunteer Opportunities
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Define volunteer coding
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Track day/hour availability
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Assign tasks and link to events/appeals
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Use availablity utiltiy to quickly locate and assign volunteers
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Query and report on volunteer data
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Attach pdf files to constituent accounts
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Email Marketing, Email Newsletters, Event Invitations (Constant Contact)
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System Event Alerts
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Staff email alerts (donations received by $ ranges, online donations)
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Planned giving information
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Built-in development plan tracking
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Import Constituent Data
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Online Donations (integrated)(no monthly fees)
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Online Event Registration (integrated)(no monthly fees)
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Online Membership (integrated)(no monthly fees)
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Online Volunteer Opportunities (integrated)(no monthly fees)
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Online Surveys (Constant Contact)
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Integration with QuickBooks
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Integration with CYMA Accounting
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We may also integrate with your General Ledger
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