FundVision™ is a mini CRM that is pre-configured to manage donor tracking and fundraising without the cost of a full-blown CRM system. No additional integration is required as FundVision™ directly connects to Microsoft Dynamics.
Created with non-profit organizations’ distinctive needs in mind, is an easy-to-use donor tracking solution for Microsoft Dynamics that is designed to respond to the challenging fundraising environment. FundVision™ allows you to effectively cultivate prospects while giving you the ability to easily stay in-touch with your current connections. You can streamline the mailing processes; launch and track different campaigns, manage contacts, funds, events, inquiries, and more.
"From the time and effort saved by importing data, to the accuracy and ease of working with the data, FundVision has made a huge impact on the day to day operations of our office."
David Dommisse, Treasurer, Virginia United Methodist Conference
Effortlessly track extensive information on every contact in your database. Our Quick Lookup feature makes finding contacts within the database so easy! Simply enter the contact’s name, telephone number or postal code and your contact’s information is displayed instantaneously.
Gift Management
Track gifts in many different formats including cash, in-kind, in honor, in memory and pledges. Each gift transaction can be created for a single fund or multiple funds in the same batch. When entering payments received from donors, each gift can be associated with a fund, a campaign, a solicitation as well as a solicitor. This feature is extremely helpful as it allows you to analyze the progress of both campaigns and solicitations. Acknowledgment letters and receipts can be printed for the full or partial amount of the donation.
Pay Portal
Allows donors to securely pay on-line. The information is automatically sent to back to the accounting system eliminating the need for manual input and double date entry.
Mail
FundVision™ tracks all correspondence sent to your contacts. Mailings can be created using a generic solicitation or a special mailing list.
Inquiries
Inquiries are a very important part of fundraising. Inquiries contain pre-defined fields and may be performed on funds, campaigns, contacts, gifts, payments as well as user activities. Advanced inquires have the ability to be customized and saved allowing you to further target information.
Reports
Easily create unlimited customized reports by using the powerful FundVision™ Report Writer including: Fund and Campaign Activity, Gift Receipts, Contact Giving, Solicitor Performance, Contact Lists, Statistical Reports, GL Distribution and many more.
