| LEAD GENERATOR |
|
| Fundraising Suite | Lead Generator | Campaign Director | Event Manager | Payment System |
|
 |
 |
|
- Create project and categories to bifurcate leads.
- Customized field for each category to store something apart from basic lead structure.
- Enter lead information manually.
- Quick create lead.
- Import contacts from websites, outlook, other emails (gmail, yahoo, hotmail).
- Import Contacts from CSV files.
- Direct Communicate to your social network friends.
- Mass delete contacts
- Mass update of leads (on basis of customized criteria)
- Assigning leads to different category/project/interest
- Cloning leads (It creates a new lead with same information)
- XML import leads from live sites
- XML export leads
- Merging duplicates
- Sending follow up mails
- Apply different status to leads
- Scheduling interaction with leads
- auto responders to keep leads in touch
- Filter leads
- Basic information wise
- Source wise
- Date wise
- Location wise
- Reports:
- Mailing list
- Area wise leads
- Interest wise leads
- Project/category wise
- Lead source wise
- My unread leads
- Recently viewed
- Recently created
- Report format
- Emails
- Sending mails in bulk
- Personalized mails
- Performatted (HTML Template) mails
- Sending mails to complete Filter result
- Email statistics
- bounced/received
- read/unread
|
 |
|
- Record, track, store, and share all of the contact history information your organization collects in one centralized location
- Build and maintain a comprehensive and detailed history of all communication (phone, mail, email, event, meeting, etc.) with contacts inside and outside your organization
- Manage all of your day-to-day activities and contacts with donors, prospects, employees, volunteers, members, alumni, grant makers, and vendors
- Plan, schedule, and track every step of your interaction with donors from start to finish
- Organize all of your contacts by solicitor
- Personalize greetings for each solicitor
- Designate and segregate contacts by solicitor
- Send personalized letters and email messages with the option to include attachments
- Receive automatic personal reminders upon login
- View donor addresses with a single click
- Integrate emails and calendars
- Create automatic follow-up activities
- Import contact records from outside sources
|
|
|
|
|
|
