Fundraising and Donor Management Software For Nonprofits Who Use QuickBooks.
Some of the features include:
Activities, Follow-ups and Reminders. Users get a complete history of donations, activities, task and follow-ups for each donor in their database.
Unlimited Contacts. Method:Donor allows users unlimited contacts per donor or vendor. Also includes import/export tools that allows users to import all of their contacts from a spreadsheet or another CRM.
Track Potential Donors Outside of QuickBooks. New potential donors entered in Method do not sync into QuickBooks until they are ready.
Shared Calendars. The drag-and-drop interface allows users to resize appointments, reassign appointments from one team member to another, or move them to another date.
Primary Use Cases
Donor Management Software for QuickBooks.
Forrester analyst Kate Leggett doesn't hold back in her latest assessment of enterprise-grade customer relationship management (CRM) suites. Continue reading...
Here's another reason for Salesforce CEO Marc Benioff to be nervous about Microsoft. This morning Microsoft introduced Outlook Customer Manager, a lightweight customer relationship management (CRM) solution to help companies administer their relationships directly from Outlook. Continue readin...Read more
Two weeks after Microsoft unveiled Dynamics 365, the Redmond-Wash.-based giant made good on its promised release date yesterday. Along with the general availability of the solution came some answers to questions that the October announcement raised. Continue reading...