56 Planning Center Alternatives & Similar Software
NetSuite for Nonprofits is a cloud-based donor management system for your nonprofit or social organization. It is simple and easy to use software that allows you to manage all the tasks and activities in a single system. The solution brings together modern business software with powerful financial management capabilities designed to address the particular needs of non-profits, including grant and fund accounting.
NetSuite for Nonprofits integrated solution allows non-profits to improve efficiency, reduce operating costs, accountability, and get a comprehensive view of organizational performance. Just like the other similar platforms also offers lots of advanced and new tools that manage their complete donor management system.
NetSuite for Nonprofits has a powerful dashboard where you can get it all the features without any limitations. Global cloud, fund accounting, analytics, reports, speed management, and automated FASB reporting are the most prominent features of the platform. The software also has various SMB and enterprise plans; each plan has its own cost and core benefits.
iMIS Fundraising Software is an Engagement Management System that offers lots of features and capabilities to help your non-profit organization to engage more donors anytime, anywhere on a device. The software provides a massive collection of advanced tools that help you to plan and implement fundraisers by improving commutation lines with donors.
iMIS Fundraising Software specially designed to help you to turn your best donors into your most efficient and productive fundraising advocates. With the help of this platform, you can also be able to create, organize, and manage events based on the needs and preferences of your participants to provide the best experience.
Also, the software helps you to evaluate your campaigns and events with different tracking tools that let you send automated emails, gift acknowledgments, and donor receipts, etc. The most addictive thing about this EMS is that it allows you to create and manage personal or team-based fundraising web-pages that support various currencies and languages. iMIS Fundraising Software also has a set of core features that attract more audiences around the world.
SchoolAuction is an online web-based donor management software, designed to cover a variety of fundraising needs. It is best for small to medium-sized schools, charitable organizations, and all the other non-profits platforms. Compared to the others, it offers lots of services that can turn any fundraising activity into success.
The solution is entirely compatible with Windows, Mac, and Chrome and makes it easy for you to bookmark your event website, login donations, and more. SchoolAuction.com is one of the best alternatives to SignUpGenius and offers all the similar services with some new and advanced features.
One of the most addictive things about this donor management is that it introduces an enhanced inventory system that allows you to organize and manage all the items on your list. SchoolAuction also includes core features such as web-based solution, check-in and check-out, online registration, donation database, and much more. It has different SMB and enterprise plans; each plan has its own cost and core features.
Giveffect is another end-to-end solution provider for all sizes of non-profit organizations. It is simple and easy to use software that has thousands of users around the world. The software integrates with four different systems with one software such as Events, Fundraising and Friends Asking Friends System, Online Giving and Offline Gift Tracking System, Volunteer Scheduling and Management System, and Full Relationship Management Database.
The primary purpose of this solution is that it ensures the website adds automatically to the organization database. The great thing about this donor management solution is that it allows you the chance to interact with all the visitors on your websites and also keep track of all the activities and can tell the total amount of donation received.
Giveffect enables all the non-profits to access the donor information so that the next time they have a fundraiser or a Gala, they can invite their support. With the help of this solution, you can also update the donors on how the donations raised their cause. Like the other software providers, it also has a set of core features that attract more audiences around the world.
DoJiggy is one of the best nonprofit fundraising software specially designed for charities, schools, and community organizations. It is a flexible, affordable and reliable software that helps users raise money for any cause or goal they have, streamline the administrative work and enhance their relationship with donors.
The software offers different subscription packages where each package has its core features and functionalities. One of the best features is the capability to launch online peer-to-peer fundraising campaigns through the aid of customizable personal fundraising pages.
DoJiggy also allows users to launch donation campaigns online where they will be able to process recurring donations from their constitutions quickly. The solution enables you to download all the financial and donor reports to manage all the online donations.
With the help of this platform user, you can also be able to create and manage events and send them to others. DoJiggy includes prominent features such as website templates, managing ticket, and sales, leading team paring, display top teams, share links and gift management, etc.
DonorSnap is another solution to track donors, contacts, volunteers, event registrations and more in one place. It is accessible on the budget and aims to reduce all the unnecessary costs such as sending email statements instead of delivering by post. One of the most exciting thing about this platform is that it has a Mass Entry tool that speeds up the data entry process, while DataMiner helps find hyper-targeted contact groups.
It has no hidden or extra costs, and all the non-profit get the full feature set at the monthly subscription price. Just like the other similar platforms, it can also be integrated with other popular software, including QuickBooks and ConstantContact.
DonorSnap is also available to use on mobile platforms that allow users to access records from anywhere in the world. There is also a powerful dashboard customized as with applications to better streamline donor management task.
In order to make it better than others, the platform comes with powerful web-development tools that enable to easily author and edit web forms without any limitations. The software includes core features such as online forms, mail merge letters, reporting, analytics, data conversation and quick search etc. With simple, fast and easy to understand interface.
Sumac is a donor management software specially designed to facilitate nonprofit organizations in dealing their day to day operations. The software use all the latest technology that makes it easier for organizations to automate their workflow and customize their management capabilities.
It also offers lots of features that can help nonprofit organizations deal with different operations effectively, such as fundraising, event management, donor management, member management, and ticketing management. The platform also collects all essential functionality that enables companies to form a centralized database and excel in leading their workflows and manage all work in the right direction.
It is best for all sizes of organizations that fulfil all the basic need and expectations. Sumac is one of the best alternatives to SignUpGenius and offers all the similar services with some new features that make it better than others.
The solution includes core features such as online donation pages, simple searching, compliance management, donor alert, automatic receipting and much more. Free, Silver, Gold and Platinum these are four SMB and enterprise plans; each one has its core benefits and cost.
Fundly CRM is a donor management system that serves all factions or nonprofits, clubs, charity and all the other accusations. It is a web-based application specially designed with efficiency and effectiveness in mind that help every nonprofit make the most of the insights, communications and connections that inspire action.
The interface is user-friendly, and the user does not need prior training to operate it, help to raise more money, track donations, enhanced membership and be constant communication with your supporters. It is one of the best alternatives to SignupGenius that offers all the similar services with some new features that make it better than others.
The best part of the platform is that it is fully customizable that allows campaign managers can create custom web pages that are mobile-friendly to launch donation campaigns and calendar. They can also add images, and video owns its mission and activities that make it more interesting.
Fundly CRM also includes prominent features such as event management, custom web pages, reporting capabilities, task and interaction capabilities, membership management and ease of communication etc. Moreover, the platform also offers integration with different platforms, including Facebook, that allows fundraisers to broadcast their campaign messages to their supporters.
Give.Church is a church management solution that allows a church’s flock to give they want. It is a powerful, convenient platform for Kindrid that supports online, text and in-app giving. The solution increases their engagements with their parishioners, especially the Youngers.
It also lets leaders and administrator rigorously manage their funds and supports the creation of unlimited designations they can route donations to different simultaneous projects. With the help of this application, all the churches can also look forward to a high impact.
Give.Church is a cost-efficient giving solution that has minimal monthly cost coupled with a marginal fee for every transaction. It allows churches and ministries to maximise their donations and enable them to delegate increased funds to more critical projects. Unlimited designations, custom giving page, bank giving, recurring page, third-party app integration and daily deposits. These are the core features of the platform.
SilkStart is a donor management software for organizations and associations. It is a web-based application that offers a massive range of advanced services for organizations of all sizes. The ultimate objective of the platform is to reduce the complexity of running organizations.
It provides an enhanced one-step solution because it integrates lots of components together in one platform. One of the most exciting thing about this application is that it offers to automate signup and includes customized enrollment forms, automated payment processing and renewal reminders.
As compared to the other similar donor management software, it offers a powerful and modern interface that allows you to access it all features without limitation easily. It seeks to create a great user experience. Hence they adopt the latest technology—the application used on any websites through Joomla, WordPress and Drupal.
Like the other similar applications, it also offers content management feature that allows organizations to create modern and fully responsive websites. SilkStart also includes core features such as membership management, events management, job board, customs data, invoicing and payments, email marketing and smart notifications etc. The platform has different price plans, and each has its benefits and cost.
SignUpGenius is a Donor management software specially designed for group organization, event planning and management. The platform is used by hundreds of non-profit organizations around the world which makes the whole process of getting a group organized and mobilized by taking the need to reply to all phone trees and paper sign-ups from the equation.
It is simple and easy to use software utilized to organize and manage school sign-ups, church and temple events and university affairs—the solution used to manage simple family affairs including bridal and baby shower and wedding etc.
It makes it easy for individual users and large non-profit organizations to manage and organize their events, from simple family weddings to massive nationwide volunteer mobilization. SignUpGenius has hundreds of themes users can choose from when creating their sign up forms.
To make it better them others, it offers advanced admin tools that allow the administrator to customized and set dates, configure notification texts and email to participants. The application also has a set of core features that make it better than others.
Cloud9 is leading school management and administrative solution that helps you systematize the running of your school and enhanced efficiency. It is a simple, fast and secure way to manage all your school-related tasks. The solution is also best for students; once the app installed, you will start getting notifications for various activities such as homework, attendance and communication etc.
The best thing about this solution is that it is available to use on mobile platforms too and you can access it anytime anywhere. Cloud9 includes core features such as Accounting, Examination Management, Financial Management, Library Management, Student Record and much more.
Zoho CRM is a leading web-based CRM solution designed to attract, retain, and satisfy the customer to grow their business. Its core functionality is lead and contact management, but it also sells pipeline management and purchase control. The user can already assume what these features can do when bundled together, uniquely when placed on the revamped and easy to use interface which is so typically about Zoho.
The best thing about this application is that its home screen includes ten different components, and the main module navigates panel still placed on the top for easier searching. Zoho CRM also offers a customization feature that allows the user to create a dashboard that makes it more stunning.
The solution offers a wide range of core benefits, most of which related to closing more sales and attracting more customers. With the help of this platform, the user can easily manage customer accounts such as to monitor all accounts from a shared database, view location, and purchase history for cross-selling or upsell opportunities. Zoho CRM also includes a list of prominent feature that makes it better than others.
Tigerpaw is a robust cloud-based professional service automation platform specially designed for small and mid-size customers. It is a complete solution that provides project management, time tracking, and billing management system to manage your complete tasks.
Its project management feature allows you to easily schedule technicians and all the other similar resources required to organize tasks, and help project managers to build workflows and monitor maintenance contracts. To make it stronger, it allows you to filter service orders by customer, technician, and service issues while the billing and invoicing functionalities help the billing process.
Further, it automated sends emails and alerts for the recurring invoice. Unlike the other similar PSA solutions, it also has a powerful dashboard and reporting modules to help you to track and monitor time, measure profitability, and asset utilization rates. Tigerpaw also has a list of unique features that make it better and powerful than others.
Insightly is a cloud-based CRM solution for small businesses that offer specific enterprise-level modules for large companies and multi-level organizations. It is an all-in-one solution that provides contact management, pipeline management, and task management to help you get clear sales visibility, track your deliverables, improve customer communication and collaboration within the organizations, etc.
It allows you to implement CRM best practices to organize contacts-customers, vendors, and suppliers with the 360-degree view. Check complete background, email history, essential data, and all the other relevant information. The solution also features integrated project management at every stage of engagement with the customer.
These include recent activity and track overall project performance and progress against your preset timeline. Like the other CRM solutions, it also has a powerful dashboard where you can access all features and services.
Insightly includes core features such as flexible calendar and event, task and milestone, automatic address book, opportunity report, web to contact form, add custom filed, auto-detection of the email address and limited OData support, etc. Insightly has different price plans, and each plan has its price and core benefits.
Daylite is a CRM software for small businesses that helps you to organize all your notes, emails, sales opportunities, calendars, tasks, and contacts in a single platform. On top of that, you can like people to track relationships, emails to projects notes to calls, and all the other similar activities.
It makes it easy to find anything that saves you a lot of time. Daylite is a reliable and robust solution that comes with all the primary tools and services that help you to manage all business tasks without any limitations. You can keep all customer info in a centralized place such as your call, notes, sales, meetings, and project-related them.
Likewise, you can store all projects into a single place, including people involved, tasks, and correspondence. With this solution, you can access your info anywhere with your mobile device, plus you can have offline access and when an internet connection is restored.
The application is automatically synced and update your device’s information in the system. Project management, task management, teamwork, mobility, linking, smart lists, reporting, and calendar management also features of the solution.
Movegistics CRM is a comprehensive CRM (customer relationship management) software solution created for real estate industry players. The software provides users, from individual agents, brokers, developers, and franchises to large realty firms and agencies, with marketing and advertising solutions.
It is one of the best pioneering real estate-specific CRM solutions that incorporates every area of real estate marketing and sales with a unified and robust solution. The software gives real estate professionals the platform they need to effectively and efficiently address the problems they mostly face while remaining significant and highly productive in the competitive marketing landscape.
Movegistics CRM is not just a CRM solution for real estate. It provides features like Property Matching, Pre-Integrated Website and Content Management System, Franchise Network Framework, Two-Way Email Synchronization, XML Generator, Email & SMS Marketing Campaign Management that make it more addictive.
The best part about this software is that it is fully customizable, you can scale up and down that make tweaks on the solution’s configuration and tailor the overall system to make it work for you the way you want it to.
Movegistics CRM also includes key features such as intelligent CRM, analytics and reports, ad and flyer creation, templates, XML generator, and pre-integrated website and content management system, etc. There are three different price plans, and each plan has its features and cost.
SpringCM is a simple yet easy to use CRM software solution that gives businesses a robust solution to effectively manage contracts, documents, and all types of content. It comes with a set of comprehensive features such as powerful workflow and mobile and security functions that take time-consuming manual steps out of the picture so that business processes become faster and more streamlined.
The key elements in this software include document sharing and storage, advanced workflow, fax, email, electronic signature, annotation, version control, and desktop sync with highly improved security. SpringCM is a distinct cloud service for businesses to help them attain better document management and collaboration that can lead to the automation of multiple workforce processes.
With this, users save time and recourses significantly and make their business more professional. As a leading document management platform, it quickly deals with the myriad problems that usually come with all the major details processes such as contract documents, payment, invoice, and more.
There is also a detail report and analytics features that make it stronger than others. Collaboration, sync, security, contract management, workflow automation, mobile access, and dashboard are core features of the solution. SpringCM is a professional CRM solution for all sizes of businesses.
Salesnet is an inexpensive, easy-to-understand customer relations management software that provides companies with all the primary tools needed to boost their sales. It is done by enhancing sales teams while increasing all the business activities and visibility.
All these services achieved through the platform’s reporting capability and a dashboard viewed in real-time. The products can be easily accessed that enables you to view and update all primary sales information using your smartphone, through the Web or offline.
Salesnet is highly-flexible and easy to use solution that allowing you to regulate your business practices that makes it easier for you to benchmark and monitor your sales and marketing activities. With this, you can also be able to exploit sales leads that make deal closing a much faster process.
This capability enables companies to manage operations and ultimately surpass your sales goals efficiently. Aside from these, your sales teams are made well-organized and allow them to close more deals and work closely with clients and prospects.
The platform likewise keeps teams focused, preventing sales personnel from being lost in the selling process despite notable increases in accounts. As like most of the CMR solutions, it comes with additional tools that make it stronger than others.
Close.io is an effective CRM platform that is specially developed by actual salespeople to help their fellow salespeople to make more calls and close more deals and hit their targets on or before their deadlines. It comes with some additional marketing tools and features that increase your productivity and delivers true customer feedback.
The platform is built to help users to spend more time communicating with their customers and potential clients and do lesson entry. Close.io is an engine that combines customer management with communication capabilities, including VoIP calling and two-way email.
Within the solution, users can easily make and receive calls and take business notes without getting on a phone or application. Just like most of the online tools, it also has a dashboard where you can easily access all features and tools to manage their online tasks.
Close.io includes core features such as Windows and Mac apps, voicemail drop, API access, bulk email sending, custom NDA, toll-free numbers, and call audio recording. Close.io is a commercial solution and comes with different SMB and enterprise plans; each plan has its own cost and core benefits.
Reputology is a powerful tool designed to help businesses, particularly those with various locations, monitor customer reviews, collect customer feedback, and other commentaries to enhance their products and services. It is integrated with all the social listening and monitoring tools and customer engagement functions to help them stay on top and determine the root causes of positive feedback as well as complaints.
The software is ideal for brick and mortar businesses that enable users to monitor business reviews published in multiple leading review websites and social media channels such as Yelp, Google, Facebook reviews, etc. Reputology is an excellent partner for any business that needs to monitor reviews for several locations, including hotels, restaurants, retail, and more.
It is a comprehensive feedback management tool that comes with all the major devices and functionalities. With this review management tools, businesses have a platform that allows them to track viral channels or websites where customer feedback and complaints are published.
It also has a tool to enable companies and to handle any customer with a negative experience. With an active recovery, users can not only save their businesses by helping a disgruntled client gain more positive experience but also able to turn them into your biggest advocate. There is also a list of prominent features that make it better than others.
Expand ERP is a quick-start solution that integrates elements of ERP, CRM, and eCommerce into the single cloud-based platform. It is a comprehensive solution that centralizes all these aspects and provides you with a unified view of your company anywhere at any given time that results in the full control over your business.
With the help of this software, users enjoy real-time data exchange, and all the primary information is displayed seamlessly in a single window to maximize efficiency and improve productivity. The software also allows you to perform leads and quotation management smoothly, and all the orders effectively managed.
Expand ERP allows you to enjoy a better eCommerce system with its advanced features such as Amazon, Flipkart, and FedEx plugins, and single order dashboard, among others. The best part about this software is that it is load with business intelligence that provides businesses with analytics on multiple dimensions and attributes.
It results in high-value actionable insights on business performance that enable managers to make their business decisions. Unlike others, it also includes core features such as CRM, business intelligence, production, POS, payroll, order management, self-service, and documentation, etc.
SapphireOne is an all-in-one comprehensive software that offers CRM, ERP, and financial accounting solutions created for small to large enterprises. It is unique and easy to use solution that organizes the business processes of organizations into a single unified database.
That helps users manage all their financial aspects of business, their duties to their staff, and the transactions and projects they are involved with. The software comes with the aims to simplify the flow of details between the processes within an organization.
SapphireOne’s modules provide comprehensive features and functions that cater to the needs of different types of businesses that enable users to manage their accounts payable and receivable, job projects, assets, payroll, historical transactions, and functionalities within the solution.
The software also can run several companies in just a single file. Thus, it centralizes all the data from different companies and organizations worldwide or nationwide that allow them to access and share data easily. Also, it supports almost all the major currencies and tax jurisdictions to deliver a more realistic experience.
The best-known module of the software is that it allows users to manage the assets of their company or organization that will enable them to enter information related to their assets and store it into the database of the solution. This asset management module also helps users record all the transactions about their assets that include selling, purchasing, and repairing of the asset.
VanillaSoft is an all-in-one powerful Sales CRM software solution specially designed, keeping simplicity in mind and offers powerful features that enable businesses to improve productivity, sales, and enhance contact rates. It works particularly well for sales hunters and inside sales.
As compared to all the other CRM solutions that focus on orders and account management and customer services functions, the program puts more emphasis on lead generation and nurturing that help in closing new businesses deals more effectively.
It has simple and easy to understand interface that comes with some new features and tools as well as offers unlimited customization that makes it better than others. VanillaSoft works well in a variety of scenarios ranging from cold calling to all the hot deals.
Also, the solution offers add-ons features that include dialing, recording, VoIP, and smart caller ID that make it more interesting. It is also known as a sales-focused CRM solution that helps accelerate inside sales performance through customizable workflows.
Auto-dialing, email marketing, call recording, and queue.-based lead rounding gives the CRM edge over other sales CRM that mostly focus on record keeping and administrative side of sales. Its queue-based leading management and rounding help teams correctly manage their priorities and stay focused on new leads. There is also has a list of core features that make it better than others.
Freshsales is an official product of Freshdesk that is designed for high-velocity teams to keep track of contacts while solving their inquiries. All the happy team describes this solution as the single contact management hub that helps them stay in control but offers at the same time a simple and easy to navigate interface.
The solution was a response to the company’s own necessity to handle several aspects of the sales process. It quickly eliminated the need for users to wander around a solution to get the job done. At its core, Freshsales has gathered all functions of a legacy CRM system but found its way to optimize sales and prioritize pipeline opportunities.
The best thing about this solution is that it offers an advanced level email tracking feature; sales agents certainly appreciate the possibility to see who has opened their emails and ignored them. As simple as it sounds, this is still the perfect practice of finding who is interested in the service and should, therefore, be prioritized for nurturing.
Direct Calls, Event Tracking, Lead Management, Sales Management, Analytics and Reporting, Sales campaigns, Team Inbox, Tasks and Notes, Customer Views, and Email Scheduling are the most prominent features of this CRM solution.
TeamGram is an all-in-one comprehensive CRM (customer relationship management) software designed for small to mid-size businesses. It is also known as a sales management and collaboration tool that helps businesses and organizations to create powerful relationships with their customers and enhance productivity within the sales cycle and encourage everyone in their teams to work together and close more deals.
Also, the software makes the sales cycle simpler, so it simplifies the collection of customer details, preparation of sales quotes, a delegation of sales tasks and management of orders, etc. TeamGram introduces advanced-level management and inventory tracking system as well as the capability for workers to easily share details, documents, and all kinds of size of files among themselves.
This CRM solution permits users to organize customer details in a single place, so they will be able to enter customer details quickly and access them anytime from anywhere. Through this, you can quickly create orders.
As the user enters orders, they can quickly access customer records, or they can be able to directly create order from the customer’s page that it is simple. Task management, share notes, deals, and follow-ups, product lists, inventory alerts, built customer apps, and calculation are cor features of this CRM solution.
Livespace is a next-level powerful CRM solution that paves the way for quick sales and client support. It serves as the platform for users to rigorously take control of the sales processes. It allows them to achieve enhanced results until they find a method that works best for them.
With the help of this, every company afforded the ability to customize the application according to its set processes. It also lets them mold the solution to the way they work so that it can professionally serve their business needs.
Moreover, this CRM provides actionable insight to its users and provide complete details about sales and performances and other metrics in real-time. The most exciting fact about this solution is that it comes with an automatic customer filtering feature that enables businesses to set benchmarks and segmentation settings to filter potential customers and new leads that come in quickly.
Livespace offers an intuitive interface where you can access all features and use all the tools without any IT skills. This CRM solution also includes core features such as contacts management, sales management, scheduling sharing, email client integration, virtual assistant, sales prognoses and document templates, etc. Livespace is a premium CRM solution and has different price plans; each plan has its own cost and core features.
Pareto CRM is a Customer Relationship Management (CRM) software solution that allows businesses to organize their workflows, monitor their overall progress, and keep every member of the team on the same page. It is one of the best alternatives to Livespace and offers all the core features with a new dashboard and a variety of tools to deliver a more realistic experience.
The software is created for small and medium-sized businesses. It helps users cover all facets of operating services and project-oriented businesses from planning tracking, payment facilitation reporting, and communication invoicing, and more.
Pareto CRM eliminates all the dispersing of your team as well as a client around the different applications. It also helps you to operate your project focuses on business.
With this CRM, you can also be able to manage your client and their information easily while staying on the top of your projects, schedule, and finances are all a breeze.
Pareto provides you with a complete overview of all your projects, including all the essential details, tasks, and status, etc. The software introduces a new simple and easy to use dashboard where you can manage your complete project without any limitation. Pareto CRM also has a list of core features that make it more powerful for all sizes of businesses.
Stamped IO is a powerful tool that allows you to collect reviews from their real customers and use their words to help your business, services, and products. The software lets you easily send unlimited emails automatically to your customers and requesting to deliver feedback on their recent transactions.
The software is specially designed for online retailers, e-commerce stores, and all the similar services providers that give positive image since they need to protect their enterprise as trustworthy, especially to first time online buyers. Unlike brick, online retailers are only able to feature their services through images and videos.
With this help of this CRM solution, your customer, your business with the voice, to enhance trust rating, attract more audience, and to improve conversation by significant margins. Most of the people base their purchasing decisions on product reviews and feedback from authentic product users.
It is especially true for the majority of the people who buy online stuff as they are only able to see the product in video and images. Stamped IO also helps your business fully leverage the words of your customers by providing them a platform where they can leave product reviews after their purchase.
It automates the entire process and filters consumers’ feedbacks and suggestions that leave you with only what your business needs to create trust and enhance sales. You can also be able to schedule when the program sends out the emails for review requests and leave the system on autopilot.
WizeHive or WizeHive Grant Manager is an advanced level business solution that combines CRM, grant management, and online application management in a single platform that is entirely customizable. The platform features powerful personalization capabilities that allow you to tailor the system so that it will seamlessly fit with all the current applications and grants management lifecycle.
Also, you can integrate the solution with more than 500 top used accounting solutions, email systems lots of other similar platforms without any coding other technical complexities. WizeHive is used by thousands of non-profit businesses, financial institutions, and scholarship foundations to manage their grants and applications.
It also simplifies all the related processes, speeds up overall workflow, and reduces costs. From filtering applications and creating forms, the solution covers all the necessary bases. To make it more fast and straightforward, WizeHive offers hundreds of stunning application forms templates that reflect your brand and easy for an applicant to fill.
You can easily customize all the fields that allow you to capture all the data you require for your grants and scholarships. The solution also includes core features such as custom form builder, dashboard reports, centralized CRM, visual cues, custom, and branded reviewer portals, automated emails, tracking, and collaboration tools, etc.
Veeva CRM is a powerful, fully integrated, and multi-channel customer relationship management software designed for the life sciences industries such as drug companies, healthcare organizations, medical institutions, and lots of others. The software feature a single platform to plan and execute a CMR program from account profiles and influence networks to sales reporting and engagement history across multiple channels.
Whether for lead generation, meetings, emails, or contact centers, the software integrates these functions in the seamless ecosystem for valid. With this, you can easily measure performance and key indicators around channels while maintaining a central focus on the customer.
Veeva is a comprehensive CRM tool that comes with all the primary tools and services, as well as some new features that automatically manage your work. Likewise, you can scale up or down the elements that depend on your needs and without compromising the system’s other users.
The solution also offers prominent features such as unlimited customization, extensibility, mobility, report history tracking, unlimited custom apps workflow, pre-built integration, role permissions, and custom app development, etc. There are two different price plans for this CRM solution, and both plans have different costs and advantages.
Vision Critical is a cloud-based feedback and review management software solution that allows companies to create engaged, secure communities for customers to get real-time feedback. It is an advanced level solution that comes with advanced tools, and its technology helps large enterprises discover what their customer wants so they can deliver what they want.
Unlike most traditional customer research solutions that is slow, expensive, and collects dust on a shelf, Vision Critical is a customer intelligence platform. It replaces static data and cumbersome reports with real-time actionable customer intelligence, which the businesses need to create the perfect product, enhance services, and achieve better business outcomes.
With the help of this customer intelligence software, users can enjoy lots of advanced features that are needed to engage customers in ongoing and meaningful conversations for their business. As a user, you can easily engage your customer in the private and secure community that enable you to share and test ideas.
Helping make such conversations possible is the intuitive drag and drop controls of the next-generation Sqarq authoring system that allow you to engage with customers quickly and easily. Survey templates, analysis, profiling, real-time metrics, shareable reports, in-depth audience segmentation, and advanced member recruiting tools are prominent core features of the solution.
SAN is an all-in-one feature-rich customer relationship management software that will empower your business to optimize business operations and gain a long-term competitive advantage in the market. The software specially designed for those businesses that want to track all customer information and interactive in a single platform to follow more leads.
Its marketing automation, lead management, sales data, and partner management applications let you follow these leads until they are ready for communication. The solution can also increase the sales team’s productivity, whether they are on location or at the office.
Unlike most of the CRM solutions, it also has mobile applications for Android and iOS devices featuring real-time data from dashboards and custom reports. The dashboard of this software is quite simple and offers a customization system that means you can easily change or create your custom dashboard.
SAN – CRM also includes core features such as campaigns, accounting features, customer support, case management, email marketing, invoice, solution management, contact management, lead management, sales tracking, web forms, manage quotations, import, and export data. It is a commercial CRM software and has different price plans.
Zoho CRM Tools is an award-winning web-based customer relationship management solution designed to attract, retain, and satisfy the customer to grow your business. The core functionality of this solution is lead and contact management as well as sales pipeline management and purchase control.
It works well regardless if you are a small business, entrepreneur, or a large enterprise; the software can automate daily business activities, track sales, and engage customers in several platforms. As compared to all the other leading CRM solutions, Zoho CRM is more powerful and offers a wide range of benefits, most of which related to close more sales and attracting more audiences.
It offers a handy opportunity with a tracking tool that enables you to see where your customer is in the sales cycle. The software also provides deals, contact history, and competitor profiles to help you craft more fitting messages. The software also lets you identify and target inactive leads with historical details to realign your customer messaging.
Salesforce automation, lead management, sales forecasting, quote management, fully customizable forecast reports, and dashboards, account management, document library, and website integration with forms these are the core features of the solution. Zoho CRM Tools has five different price plans; each plan has its own cost and core benefits.
Fedena is a cloud-based school ERP (Enterprise Resources Planning) software solution that offers both schools and colleges a single solution from which to manage all the institutional processes. It is an advanced level ERP solution that comes with lots of new and advanced features to manage and deliver a comprehensive experience in one single platform.
The solution comes to deliver an all-in-one school management platform; that’s is why it integrates with all the leading solutions.
the software contains users with more than 18 core modules that help you manage everything from student admission to school examination. Also, Fedena supports core modules that allow users to control HR, finance, and all the other similar tasks.
Base on 18 core modules, the software promotes several pros, pro plus, and enterprise-level modules that make it more powerful. Utilizing the software,’ pro features users can quickly create reports, forms, polls, and handle all assigned tasks and inventory easily and quickly.
Growbots is a simple yet powerful leading management software that helps companies to generate leads without spending so much on the process. It not only helps to generate leads to drive business growth, but it also allows you to nurture a large volume of leads so that many of them are converted into actual sales.
With this, you no longer have to dedicate most of your time searching and discovering leads, following up, and writing emails. It automates the whole process so you can concentrate on growing your business. Growbots delivers you with a list of prospects that med the meet the criteria and other requirements.
With the help of this, you can easily control and manage all sizes of the database and provide a prospect list based on your exact specifications within seconds that save you a vast amount of time.
To make it a comprehensive solution, Growbots offer an advanced level email and CRM integration that make it better than others. It also provides a key feature that includes targeted prospecting, A/B testing, segmentation, user roles, time zone detections, knowledge sharing, reply detection, and custom field, etc.
Qgiv is an online event and donor management solution that allows donors to send their gifts to a particular cause. The software is commonly used by non-profit organizations, political parties, and government sectors to raise funds. One of its key features is the event management tool that allows users to easily set up and manage events. With the help of this software, organizations can customize the application to suit their specific needs. The solution track individual donations and all the new sign-ups. It gives donors access to an online portal where they can see their individual contribution history. Just like most of the leading donor management solutions, it also made online donations through SMS and various mobile channels. Qgiv comes with some advanced tools and features that enhance interaction with the donors. Most of the campaign team can use this software to create responsive mobile friendly fundraising pages in order to attract more donors. Since it is a highly customizable solution that allows you to create packaged offers, private events, discounts and lots of other things in one setup. Unlike other it also includes core feature such as recurring gift schedules, the gift can be received via texts, event setup and sign up, receipting donations and much more.
NationBuilder is a scalable donor management software solution that is created to make leaders of governments, nations, advocacy groups, and non-profit organization discover the path towards greatness. The software provides the infrastructure and some powerful tools so they can create a network of people that support their ideas and goals, lead these people better and mobilize them in order to take actions and grow their network. The software also allows the leader to gather all essential details about their supporters and consolidate it in a single database. Here, they can able to connect multiple profiles together and understand how people are engaging with their organization. NationBuilder also allows leaders to build a website they can use for promoting events, collection donations, online process registration, and all the other similar things. Just like most of the leading solutions, it also integrates with another system in order to facilitate communications and engagements with data analysis, campaign and advocacy management, etc. The software equipped with features aimed at helping leaders to easily mobilize the supporters that make them take actions and actively participate in spreading the reach of the organization. NationBuilder also includes core features such as social matching, built-in action page, easy recruiting, full integration, secure payments and much more.
Virtuous CRM is a Donor Management, CRM and marketing automation software solution designed for non-profit organizations and charitable institutions. It is a complete solution designed to help users manage their relationships with their donors and partner further grow their donor base. The software comes with the features that allow you to have a better understanding of your donors through its user-friendly contact management features as well as data-rich contact views. It comes with a powerful engine that allows you to scan and scour all your donors, social media profiles, recent activities and posts in order to help you know them better. Virtuous CRM is also best for those who are looking to build a local donor base and supplies you with an integrated maps view that displays all nearby potential partners and donor’s that can relate and will likely support your cause. On top of that, you can measure your donor engagement over time, document and then access their history in order to help you create and implement effective marketing strategies based on actual data. Virtuous CRM also includes core features such as powerful CRM features, personalized donor communications, task automation, online giving and much more.
Kindrid is an online donation management software that is designed for churches and nonprofit organizations who want to attract more givers and increase generosity. The platform allows users to easily send and receive a donation of any amount via online, SMS, or the church’s app. It comes with powerful backend tracking and management tools that deliver organizations a quick and comprehensive overview of their donation totals, details, and more. Kindrid features a complete set of digital tools that make it possible to easily send donations to nonprofits via its app, SMS, or web using any internet-enabled device. When giving via SMS, giver just needs to send a text to their church’s special giving number that automatically confirms their gift details in a text response. With the help of this solution, administrators can easily track totals and data in real-time including giver details, designation, and campus tracking that make it better than others. Unlike other, Kindrid also offers database, API integration and seamless integration with several third-party church management solutions that make it a comprehensive solution for all size of non-profit organizations. Its most prominent feature includes donate by text, manage donation methods, recurring donations, dashboard, shortcode option, online donations, gift management, and bank-level security, etc.
GiftWorks is a simple yet powerful CRM software solution that is specially designed for non-profit organizations. The software is developed and designed a professional team that includes almost all the leading features and pro tools to make comprehensive for all size of businesses. The software features powerful reporting tools that help you quickly create own custom reports with its wide array of fields. It also comes with a complete donation and pledge management system with advanced tools to manage all your donations, manage, controls and use that make it better than others. Just like most of the leading CRM solutions, GiftWorks also comes with a simple and easy to understand dashboard where you access all its features and get a complete chart to understand your donation reports. There is also has a powerful data entry tools that make it better than others. GiftWorks also includes core features such as complete donor and contract management, manage the social connection, comprehensive reporting, and great memorized list, create personalized letters and easily track the success of solicitation, etc.
Kindful is an online fundraising service that enables non-profits to easily raise funds effectively through simple tools. The software is developed by an expert team which includes all the leading tools and features to make it perfect for all size of non-profit organizations. This web-based fundraising and donor management solution includes powerful CRM, reporting and analytics tools that deliver automatic insight for planning ahead. The best fact about these solutions is that it is a mobile-friendly, allows donors to donate directly from their mobile, while organizations can check the donation status in real-time. Kindful allows users to understand better supporters as well as build stronger relationships through updates and social networks. It comes with a user-friendly interface that offers detailed and up-to-date profiles of donors. Just like most of the leading solutions, it can also be integrated with a variety of other solution that makes it better than others. Kindful other prominent feature includes acknowledgment tools, donation tracking, custom reports, automated reporting, donor segmentation, customizable receipts, and one-click reporting, etc.
Neon One CRM is a nonprofit customer relationship management software solution that is created to help nonprofits grow and scale their organization. It is a cloud-based solution that streamlines management of fundraising events, events, memberships and nonprofit websites in any size and industry. One of the best fact about these solutions is that it offers unlimited online forms for instance that allow transactions to be processed and updated automatically. With the help of this, non-profits can also able to design and build memorable sites without breaking the bank and ensure a solid web presence in order to enhance online donations. Neon CRM also provides personalized training and consulting features for existing clients that are performed by a number of industry experts who deliver one-on-one dedicated services. It comes with the aims to help organizations grow communities, scale impact and inspire audiences to further their mission through leading features and tools. Its comprehensive event management features enable effective and easy management of all kind of events ranging from get together to a large executive conference. There is also has an online event registration forms feature that is quite easy and quick, while dynamic event listing helps organizations list upcoming events in multiple formats. Open API, social fundraising, event management, executive dashboards, volunteer management, reporting and analytics, and custom web forms these are the core features of the solution.
DonorPerfect is a simple yet powerful donor management software solution that helps businesses strengthen donor relationships and grow their mission. It is a complete tool designed to save hundreds of administrative hours each year and increase the donor database. The software also helps non-profits organizations reduce their workload and build better relationships with the constituents. One of the best fact about this solution is that it comes with advanced features that help you effectively tracked all type of donations including gifts, soft credits, corporate sponsorship, grants, and more. The accounting interface of the solutions also enables easy transfer of transactions directly into the existing accounting system without requiring double data entries. DonorPerfect also offers reporting and analysis tools to help businesses better understand the donor segments that enable them to manage their campaigns perfectly. It also includes core features such as management and tracking of unlimited donors, PCI complaint, custom report writer, payment processing, special event, and personalized communications, etc.
Batchbook is a customer management solution designed to manage a productive and meaningful relationship with the customer. It is compatible with the small-sized and medium-sized businesses to scale up the management processes. The solution is available on desktop and mobile platforms such as iPhone/iPad and android.
Batchbook is best to manage the sales related information and organize the contacts seamlessly by importing the address book easily. It gives complete information of customers, including history and allows you to make decisions intelligently. It has robust integration with multiple apps and sites having a responsive interface.
Top features of Batchbook include multi-channel marketing, customer service integration, management and workflow rules, the campaign dashboard and many more. Additional features are Email Marketing, SMS marketing, Social Advertising, Social Media and others. It offers a free trial and secure pricing plans to unlock additional features.
It allows you to track all the prominent details of customers and also drag-and-drop importing facility from vCard files or spreadsheets. Batchbook offers to automate routine emails and recurring tasks with ease.
Siebel CRM is a digital transformation providing software that lets your organization proceed with its digitalized journey in an effective way. Now you can innovate robustly and proactively with Siebel CRM on a cloud platform that allows you to reimagine your business.
Siebel CRM has the feature of Oracle’s investment with continuous and fast delivery that assists you in taking advantage of the Siebel updates, and It gives the best user experience. Siebel CRM has many featured resources such as Portal, video, community, and webcasts.
Oracle has many applications to offer, such as enterprise resource planning, human capital management, marketing, sales, and more. Besides, it also provides many industry functions to open a path to success, such as automotive, construction, consumer products, healthcare, hospitality, financial services, and many more things to add.
Bizom is an online retail commerce providing platform that allows supply chain for FMCG and Consumer products, and brands including idea, parle agro, Nivea, and airtel. Retail intelligence gives you a choice for consumer brands that allows growth and excellent distribution with actionable insights.
It helps to create a perfect store with retail penetration. Bizom is featuring a significant market place with the outcome delivered, such as workforce efficiency, chancel programming, decrease sales returns, and increase sales.
SalesForce automation enables you to get complete accessibility on orders, productivity, and product performance with automatic alerts and real-time insights. Distributor management is one of the primary features of Bizom that drive channel performance and management solutions. In addition to sales, it gives retail execution, retailer app, BI, and analytics, task management, service rep, and many more services to add.
Elead is a solution that provides dealers with a platform to convert their leads into sales and build long-lasting relationships with their customers. The software works on the basic principle of creating, managing, and nurturing relationships with the customers.
The service allows the company to view and manage the customers’ data to build stronger bonds with the customers and to fulfill their demands. The Car Dealer CRM feature enables the company to centralize reporting and bring sales efficiency. The digital Retail Solutions feature of the Elead helps the company to ease dealings with the customers. Generating more leads, keeping a productive conversation with the customers while cultivating loyalty are the main aims of the service.
The Automatic Desking Software of the service modernizes the dealing process by making the pricing transparent and more efficient workflow. Managing the inventory through the service is another feature that allows the company to increase its sales.
Its Interne Lead Management platform enables the company to grab on the opportunities more effectively by converting prospects into customers. Communication with the customers and increasing the sales have been made easy by Elead.
Volgistics is a platform that helps the organizations to manage all of their volunteers through the campaign or event process. This cloud-based software enables organizations in volunteer management, from recruiting to tracking, to coordinating with them. It provides a volunteer portal through which they can submit their applications, can check their schedules, and can fill up the openings.
Some key features of Volgistics are Sign-in Kiosk, Group Tracking, Document Storage, Volunteer Reporting, and Multi-Site Capabilities. The software enables the organizations to schedule the volunteers through automated and manual methods to keep the functions running.
It allows the companies to track the complete information about volunteers from names to their number of tours. Volgistics enables the users to store the volunteer information in a documented form which they can access anytime. Lastly, it allows the companies to communicate with the volunteers through messages and reminders and can generate reports on volunteers.
Copper CRM is an online platform that helps businesses in managing their leads and growing customer relationships effectively. It has integration with the Gmail inbox through which users can create their Google Calendar events and follow up on tasks. The platform enables the users to keep all of their customer data in a single place to keep the whole team in the loop.
It helps the businesses and sales teams to never drop an opportunity as with its interactive dashboard, users can always see their target and will also know how to get there. Moreover, the platform helps the businesses in automating most of the task, which saves their time, such as it automates the adding of contact details.
Copper CRM allows users to save their contact under various categories to access them faster. Lastly, it provides notifications whenever their contacts need their attention and offers integrations with other platforms.
More About Planning Center
Planning Center is web-based donor management or church management system that helps them manage operations more efficiently and work particularly well for growing churches. The software equips churches with the powerful tools they need to face challenges of the new era and offers powerful task-focused solutions.
The application includes check-in, giving, people, registration, resources, and services that make the experience more exciting and enjoyable. Just like the other similar donor management system, it is also available to use on iOS devices that you can access it anytime, anywhere around the world.
As compared to all the other similar applications, it is a more robust and features rich platform. It offers complete solutions quickly and accurately counts checks and cash to make people give through online giving. The application’s unified system provides new insights through the intuitive dashboard while making it easier to track all the donations.
Planning Center also introduce group management tools to make group listing and signup simple, help track attendance, and keep member notified of important announcements. The system also has a set of core features that make it better than others.