CRM for Nonprofit Organisations

If your charity or nonprofit organisation wants to attract new customers, donors or volunteers then investGlass can help.

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The period of uncertainty created by the pandemic has affected all spheres of society. More especially, nonprofit organizations and charities have, for the majority, reduce their implications due to the lack of fundraising.

Donor and event management software

InvestGlass offers a wide range of features that ease overcoming the issues of digitalization, team management, and logistics. Use our document digitalization technology and onboarding processes to gather the necessary information from your donors and attendees, ranging from needs understanding to their contact details and feedback. InvestGlass is building as a fundraising software and gather data for easy reporting and analysis. You can enhance your fundraising by analyzing donor data and donor retention rates. Manage your teams with our task and tagging systems, enabling close customization of permission and time management. Generate leads and manage projects with our pipeline management system, and automate reports for relevant events. Our CRM for non-profit organizations template focuses on the needs and requirements of charities. While including all the CRM tools, our coaching video develops an exponential learning curve. The pipeline will capture the whole donor lifecycle into a user-friendly interface. The pipeline will stimulate your team to reach fundraising goals. The tool is robust with campaign crossing donor information, reporting tools and will help you simplify your team fundraising efforts.

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Fully flexible CRM collecting valuable data building custom reports

^InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your charity organisation. The data storage is safe in Swiss Servers in Geneva. The centralized database will help you gain actionable insights and faciliate marketing automation.

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Automation around donor management

InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business. InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service. Donor interactions will feel simple

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The approval process for nonprofit and donation processing

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work.

InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar.

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Tasks for future donations and administrative tasks

InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

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Campaign and Email/SMS Marketing

InvestGlass email and campaign system enable you to connect your email credentials and send hyper-targeted messages to your customers. Respect GDPR regulation via the audit trail system capturing donors’ consent and donation preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalized email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox.

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Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.

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Signatys
Connective
Qwil
Scorechain
Microsoft Teams
Trello
Ardis
Investment Navigator

Jira Integrations
Conser
Quo
Zapier
Google

The period of uncertainty created by the pandemic has affected all spheres of society. More especially, nonprofit organizations and charities have, for the majority, reduce their implications due to the lack of fundraising. Yet, non-profit companies face relatively limited resources per se. Therefore, it is important to generate and use these resources efficiently. The crisis has also fostered a need for digital transformation even in charities. The companies need simple and user-friendly marketing, donor management, fundraising management, and event attendees CRM software accessible anywhere at any time by members of the organization. The donor database is hosted on Swiss servers. This is unique protection as InvestGlass is the only nonprofit cloud built for online fundraising and donor relationships management.

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CRM for Nonprofit Organisations