1. CRM
©Copyright 2016.Fundly. All rights reserved.
FUNDLY
CRM
CRM
is an end-to-end technology solution for
nonprofits that is scalable, flexible, and rich
with features.
Fully integrated – but use only what you
need, when you need it
Robust donor management
Powerful membership management that
includes ability to offer membership
premiums, and group or single memberships
Manage events and monitor registrations
from online dashboard
Add the Donation Widget to any web page at
no set-up charge*
Send individual or group emails from within
the system and track communication history
Ability to incorporate direct mail appeals into
your fundraising strategy
Integrates with Fundly Connect, the volunteer
management system of choice for some of
the nation’s largest nonprofits

2. CRM
SUBSCRIPTION LEVEL
EASY LAUNCH
Great for Start Ups!
One User
1,000 Contacts
Unlimited E-Communications
1 Hour Free Web Training
EASY START
Unlimited Users
5,000 Contacts
Unlimited E-Communications
1 Hour Free Web Training
EASY GROW
Unlimited Users
10,000 Contacts
Unlimited E-Communications
2 Hours Free Web Training
EASY GO
Unlimited Users
25,000 Contacts
Unlimited E-Communications
3 Hours Free Web Training
EASY PRO
Unlimited Users
50,000 Contacts
Unlimited E-Communications
4 Hours Free Web Training
$600
$1200
$2400
$3600
$6000
$55
$110
$220
$360
$550
Prices subject to change. For current pricing,
please contact our Sales Team
at 707-929-3563, Ext. 1.
FUNDLY CRM FEATURES
Task and Interaction Capabilities
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Search and filter interactions and tasks
Track interactions with notes that are date and time
stamped
Set follow-up tasks and assign to team members
Pledges/Grants Management
Schedule recurring pledges
Process pledges automatically
View history of pledges including upgrades and downgrades
Create batch pledge entries
Review outstanding and overdue pledges
Through dashboard, view pledges over several years
Direct Mail/Appeals
Develop universe estimates for email and direct mail
appeals
Create targeted segments and suppression groups
Generate package counts by segment
Download output files for your mail house
Report on direct mail appeal response
Use Ask Arrays to tailor donor giving level options for mail
and electronically
CMS Website Option
Migrate your current website to a modern site at an
affordable cost
Use MorWeb CMS free with Fundly CRM
Integrate Donations, Events, Membership into your website
Includes donor portal with transaction history
Donation Widget
Make it easy for supporters to donate through your site
Easy to set up
Add widget to one page or multiple pages on your website
Information feeds into your Fundly CRM
No set-up charge*
* Service fees and credit card processing fees apply.
Manage Donors
Organize donations, pledges and grants
Add recurring donations
Process matching donations
Track online and offline donations
Automate donation acknowledgments
Customize acknowledgments and templates
Print or email acknowledgments
Memberships
Set pricing levels and currency
Customize registration forms
Upgrade/downgrade membership
Create recurring memberships
Provide gift memberships and auto renewals
Designate members-only pricing in shopping cart
Organization membership and individual memberships
Events/Ticketing
Event dashboard to review registration trends across
all events
Incorporate barcodes for easy ticketing
Ability to take donations at event registration
Create online or private events for offline booking
Refund capabilities
Assign sponsors and sponsorship levels
Configure customer registration forms for each event
Manage wait lists
Email or print tickets
Log event expenses
Reporting
Better understand donor behavior for targeted
messaging
Customize dashboard to quickly view data that is
critical to your mission
Create custom reports or save time with predefined
reports
Generate mailing lists
Reorder columns and create subcategories
Export or print
Communication
Send fundraising letters, acknowledgments, and
customized thank-you notes
Schedule and send newsletters and other communication
Track communication history for each contact record
View open and bounce rates for newsletter recipients
Create newsletter templates
Eliminates the need for separate communication tracking
software
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