Was ist fundraisingManager?
fundraisingManager for Salesforce is the ultimate nonprofit CRM software. Start or improve aspects of fundraising that are key to your success like managing donors, campaigns, internal fundraising notes, receipting, and more. Expand fundraisingManager capabilities with our two add-ons:
• receiptManager: Automatically create and send consolidated receipts or year-end giving summaries, that meet all CRA criteria, to donors in one step.
• financeManager: Match and reconcile donations to QBO
Wer verwendet fundraisingManager?
Small to medium nonprofits as they integrate Salesforce for fundraising, delivering programs, marketing, managing volunteers, reporting, and more.
Wo kann fundraisingManager bereitgestellt werden?
Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Chromebook (Desktop)
Über den Anbieter
- cloudStack Services
- Telefon-Support
- Chat
Erhältlich in diesen Ländern
Kanada, Vereinigte Staaten
Sprachen
Englisch, Französisch
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CharityEngine
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Über den Anbieter
- cloudStack Services
- Telefon-Support
- Chat
Erhältlich in diesen Ländern
Kanada, Vereinigte Staaten
Sprachen
Englisch, Französisch
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Bewertungen über fundraisingManager
Becki C.
Donation management
Kommentare: Their customer service is exceptional. Questions I have are answered the same day.
Vorteile:
We are a small but mighty non-profit. This software has helped us track our online donations and make sure the proper receipts are sent out. We had some specific customizations that we requested, which the company handled perfectly to our satisfaction.
Nachteile:
Learning out to integrate different receipts for different donations can be confusing at first.
Antwort von cloudStack Services
vor 4 Tagen
Thank you Becki for your kind words. Its been our pleasure to support your organization.
Sabal A.
Fundraise Manager on Salesforce
Vorteile:
Automatic tax receipts. Ability to handle large volume of donations (up to 2000 daily!)
Nachteile:
Lack of admin control over some pages or aspects of Salesforce
Antwort von cloudStack Services
vor 5 Monaten
Thank you for your review!
Valerie P.
fundraisingManager
Vorteile:
Canadian tax receipting software functionality is very important to us
Nachteile:
soft credits don't work very efficiently
Antwort von cloudStack Services
letzte Woche
Thank you for your feedback - we are super happy to hear you feel the value for money for our product is so high! Taking back your comments regarding soft credits to our team. Super valuable feedback.
Katie H.
In Betracht gezogene Alternativen:
A great option for small charities
Kommentare: Fundraising Manager has allowd us to bring our donation management to. thenext level while providing a great experience to our donors. Its allowed us to have all the info we need about donors and funders in one spot.
Vorteile:
The integration into the free version of NPSP made choosing Fundraising Manager a no brainer. We were able to customize our reporting and develop a workflow that worked for us. The CloudStack team moved all of our data over from an archaic platform and provided us with a great onboarding experience. Using Salesforce allows us to integrate the Fundraising manager and our program management all in the same platform.
Nachteile:
Further user-friendliness for back-end options would be great. As a small team, we have no IT or Data staff who can take on this work so being able to have an easy experience to customize would be great. The new version 2.0 has begun this. We want to as a team have full control of the communications being sent out with options to edit and customize in a user friendly way.
Antwort von cloudStack Services
vor 2 Monaten
Thank you Katie for your thoughtful review. We have appreciated your team being long-term clients and truly helping us shape version 2 of fundraisingManager.
Kayleigh J.
Our Experience So Far
Kommentare: I feel that the donation form could be improved, with clearer options and instructions for donors looking to make tribute donations, etc. We often get complaints that the form is not compatible with Apple devices.
Vorteile:
The dashboard feels ostensibly cleaner and more organized, with very few steps.
Nachteile:
It could be capturing more information, and the pre-determined donation amounts are unrealistic for most constituents.
Antwort von cloudStack Services
vor 4 Monaten
Hi Kayleigh - thank you for your honest and thoughtful review. Is your organization upgraded to version 2 of fundraisingManager? Some of the cons you have mentioned, such as predetermined donation amounts, are now in the hands of clients to pick and choose. I will also make sure our development team hears of the incompatability issues with Apple devices as we are looking to soon integrate apple pay as well. Thank you again, The cloudStack team
