You may recognize this
A donation may arrive successfully, but the information then needs to be exported, cleaned, acknowledged, added to a donor record, reconciled with finance and prepared for reporting.
Donation workflow demonstration
See what should happen after someone gives.
Complete a donation and follow the same information into donor, communications, finance and reporting views.
How the work moves
Your donation form is only the beginning.
Donation form
Donation received
Donor record
CRM or database
Acknowledgement
Finance
Reporting
What this improves
Better information flow creates better operational control.
A simpler journey for supporters
A clearer picture of donor relationships
Less manual movement after each donation
Connected acknowledgement, finance and reporting
Implementation layer
Technology follows the operational need. We work with the platforms already present where they remain the right fit.
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