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.
AI isn’t always perfect, and sometimes it makes some truly bad "decisions."
With your data in order, customer data available where needed, and automation enabling meaningful interactions, your run-of-the-mill CX becomes meaningful CX.
Information aggregation shouldn't be a problem. Using search-based applications to provide integration is entirely possible.