CRM

CRM (Constituent Relationship Management)

In the world of non-profits, relationships are at the core of everything. That's where CRM (Constituent Relationship Management) steps in as a game-changer. It's the digital bridge that connects non-profits with donors, volunteers, and supporters. CRM for non-profits isn't just about managing data; it's about nurturing connections, understanding their constituents deeply, and mobilizing their mission effectively. It empowers non-profits to engage with donors on a personal level, optimize fundraising efforts, and streamline operations.

Features of PD CRM

Dashboard

Gain real-time insights into your organization's performance and donor engagement.

Monitor key metrics and track progress at a glance

Make data-driven decisions to enhance your impact.

Alerts & Reminders

Stay organized with automated alerts and reminders for critical tasks and deadlines.

Never miss an important event, donation, or member interaction.

Contact Management

Effectively manage and organize your contacts, members, and donors.

Access essential information at your fingertips, facilitating personalized interactions.

Campaigns

Launch targeted campaigns to engage donors and promote your mission.

Create compelling outreach strategies to drive support for your cause.

Member Management

Streamline member onboarding, engagement, and retention.

Offer online access to members for seamless interaction.

Volunteer Management

Mobilize and manage volunteers effectively.

Ensure smooth volunteer recruitment, scheduling, and communication.

With PD CRM non-profits can

Improve Donations:

We help improve your Members/Donors database. With Precious Donor CRM, you can efficiently reach out and engage new Donors and at the same time retain your existing base.

We help you upload your past data with ease.
You can upload your center’s past data in terms of excel
You can use all your Donors'/Life Patrons'/Members' data with the Application
Statistical & powerful Analytics help reach out to s and increase the Donors base
Always stay in touch with your Donors / Members by sending them necessary notifications

Improve the Efficiency Fundraising Team

Plan your efforts, reduce manual process, and highlight the success of every fundraising event that is hosted.

Create Fund Raising Targets
Preacher Wise Distribution
Track the Preacher Wise progress
Bulk Contact Uploads

Contacts Distribution
Dashboards & FR Pipeline
Track the Important conversations
Promotional SMS & Email

Improve Cultivation:

CRM Member management, allows us capture / contact and service preferences so as to plane the cultivation accordingly.

Create Motivation Campaigns.
Track the progress
Dashboards & Cultivation Pipeline

Track the Important conversations
Upload Contacts & Send SMS/Emails
Promotional Emails

Improve Volunteer Management

We provide you a range of options and tools that help you easen all the Volunteering options in a sophisticated manner.

You can do Event-wise, Volunteering.
Volunteer Profiling
Capture the Volunteer interests

Distribute Tasks among Volunteers
Record the Volunteer Contributions
Rating for Volunteers

Accounts Integration:

Streamlining Financial Transparency

At Precious Donor, we recognize that financial transparency is essential for NGOs, charitable organizations, and non-profits to thrive and maintain the trust of their supporters. Our Accounts Integration feature is designed to simplify and enhance financial management, ensuring that every donation is accounted for with utmost accuracy.

How Precious Donor Supports Accounts Integration

Our platform goes beyond the collection and management of donations; it also offers seamless integration with your accounting systems. Here's how we make it work:

Data Synchronization:
Accounts Integration ensures that donation data is seamlessly synchronized with your accounting software or system, eliminating the need for manual data entry.

Real-Time Updates:
Financial data is updated in real-time, providing you with accurate insights into your organization's financial health.

Custom Reporting:
Generate custom financial reports effortlessly, allowing you to monitor and analyze your organization's financial performance.

Pledge Management:

Turning Commitment into Action

In the realm of donations, pledges are a testament to commitment. Pledge Management is a vital component of our comprehensive donation system. It's about turning promises into action and making sure that every pledge counts.

How Precious Donor Supports Pledge Management

Our platform seamlessly integrates Pledge Management into your donation ecosystem. Here's how we do it:

Pledge Recording:
Record and track pledges made by donors with ease. Whether it's a one-time pledge or a recurring commitment, our system helps you keep a clear record.

Pledge Fulfillment:
Our platform ensures that pledged donations are efficiently collected and processed, turning pledges into real contributions that drive your mission forward.

Communication:
Stay connected with donors who have made pledges. Our communication tools help you keep them informed about your progress and the impact of their commitment.

In-Kind Donations

In-kind donations are a unique and invaluable form of support for NGOs. Unlike traditional financial contributions, in-kind donations involve the provision of goods, services, or expertise to non-profit organizations. These contributions can include anything from clothing and food to professional services like legal counsel or graphic design.

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Offline Donations for NGOs

Making a Difference Beyond the Digital World

In today's digital age, where online donations have gained immense popularity, offline donations remain a significant and valuable source of support for NGOs. These traditional contributions, often in the form of checks or cash play a crucial role in advancing the missions of non-profit organizations.

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Plans

Everything you want to manage your Spiritual Center's needs are Here! Choose the Plan that fits best for you..

Multiple Dashboards
Alerts & Reminders
Contact Management
Fund Raising
Meetings Management
Member Management
Donor Engagement
Donations Management
Recurrent Donations
Master Data Entry
Reports
MIS Reports
Audit Trails
Access Control

All Standard Features
Event Management
Volunteer Management
NACH Recurrent Donations
Member Cultivation
Campaigning
Gift/Deliverable Management

All Professional Plan Features
Online Donations
Donor portal
Online Donation Forms
Integrated Calendar
Email Campaign Templates
Social Media(fb,Twitter & Instagram) Sharing

Ultimate Plan Features

All Enterprise Plan Features
Free BaaS Integration with Mobile App
Free BaaS Integration with website
Enquiry & Feedback Management
Integrating with Email Campaigning Tools
Integrating with SMS Campaigning Tools
Subscription Management
Tally Integration
Custom Reporting

Contact

Contact Sales Team for the demo

CRM

CRM (Constituent Relationship Management)

Features of PD CRM

Dashboard

Alerts & Reminders

Contact Management

Campaigns

Member Management

Volunteer Management

With PD CRM non-profits can

Improve Donations:

Improve the Efficiency of Fundraising Team:

Improve the Efficiency Fundraising Team

Improve Cultivation:

Improve Volunteer Management

Improve Volunteer Management

Accounts Integration:

How Precious Donor Supports Accounts Integration

Pledge Management:

How Precious Donor Supports Pledge Management

In-Kind Donations

Offline Donations for NGOs

Making a Difference Beyond the Digital World

Plans

Standard Plan Features

Professional Plan Features

Enterprise Plan Features

Ultimate Plan Features

Contact

Useful Links

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