D-CRM (Constituent Relationship Management) is the centerpiece of the DonorCommunity platform. It provides all of the capabilities you need to record and track information about your donors, sponsors, supporters, board members, service partners, staff members and everyone else you interact with. Think of D-CRM as the place for managing every type of relationship with every member of your community.
Each stakeholder is represented by an online “relationship record” that includes:
Their contact information and preferences
The ways in which they have historically interacted with your organization (as donors, volunteers, etc.)
Their relationships with other members of your community (e.g., part of a household or giving group)
Their giving history and future commitments
And much more.
Has a community member responded to your latest campaign? Are they interested in volunteering at an upcoming event? Is their planned donation on track? What are the next steps? You’ll find the answers here. D-CRM is your master contact manager, providing all of the calendar, task tracking and reporting functions you need to manage your day-to-day activities.
And since everyone on your staff is looking at the same information, every contact can be pertinent and personalized. No more duplicate calls, letters and emails. Constituents feel like you know and appreciate them. This is the key to a successful relationship.
D-CRM Is For Everyone!
D-CRM helps everyone on your team become more productive and successful.
Fundraising staff will appreciate D-CRM’s features for properly recognizing donations (e.g. “in memory of”), and capabilities for tracking pledges, one-time and recurring donations and gifts that are split across multiple designations.
Grant writers will appreciate the one-click ease with which they can convert an accepted proposal into a committed contribution that is ready for tracking.
Executives will appreciate the reports and dashboard displays for tracking progress against goals and viewing key performance metrics.
D-CRM is your key to forging stronger, longer-lasting and more productive relationships with everyone in your community.
Contact us today to schedule a webinar demonstration!
