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CONTACT MANAGEMENT (CRM)

• Detailed contact information capture.
• Ability to link contacts and create relationships based on relationship type and role.
• Build unlimited and personalised contact grouping.
• Multiple address storage with address validation using Infosoft's PostcodeFinder.
• Create alerts with messages about a contact when particular contact cards are launched.
• Accessing a  list of recently accessed contacts.
• Ability to add contacts as favourites
• Duplication checking when adding new contacts into the database.
• Advanced search capability allowing searches to be performed on all attributes including notes.
• Ability to view full contact history within each contact card.

ADDRESS VALIDATION & CLEANSING

• Search and verify addresses quickly using PostcodeFinder. Fundraiser will automatically format address blocks to requirements.
• Bulk address cleansing is done simply using Fundraiser's Bulk Address Cleanse Wizard and with our SendRight™ certified data partner Acxiom®
• Full integration with Twins & Data Tools for bulk mailing management in Australia.

COMMUNICATION CENTRE

• Manage the types of communication/mail/information contacts receive.
• Determine whether they are to called/mailed/faxed/emailed or SMSed.
• Set the amount of copies they receive and where the information is to be sent.

MEDIA CENTRE (Document Management System)

• Manages letters, receipts and other documents sent are stored in Fundraiser’s database system. This allows organisations to have an audit trail on documents/letters that were sent to particular contacts and donors.
• Link or store external documents/pictures/sound files directly to database.
• Scan and store documents/files directly from Fundraiser and store to contact records.

EVENT MANAGEMENT

• Event analysis and comparisons.
• Multiple segment targeting based on profiles.
• Segment cross over tools.
• Multi tier event structures for managing Champions.
• Function Management and Ticketing System.
• Reservations System.

FINANCIAL MANAGEMENT

• Generating receipts/invoices utilise Microsoft Word. So stationary can be customised to suite easily.
• Ability to split transactions to multiple funds/events or on behalf of other contacts.
• Ability to process credit card transactions securely via the Internet using Fundraiser's Online Charge Module.
• Using Fundraiser’s Online Charge Module also makes the database PCI compliant reassuring your donor’s credit card information is safe.
• Quick and simple to use receipt generator.
• Personalised receipt letters with notes can be generated quickly
• Quick view at invoices that are pending.
• Manage invoice that are overdue with dept management.
• Create banking summaries for multiple bankings.
• Transaction summaries based on general ledger codes.
• Banking data export tool.
• Integration to accounting systems such as Great Plains, MYOB, Profit and Attaché.
• Ability to integrate to other third party products is supported.

STOCK MANAGEMENT

• Manage all stock items and inventory.
• Ability to track and control dispatching of goods.
• Generate packing slips/labels for goods being sent.
• Produce picking lists for packers packing the goods.

SECHEDULED PAYMENTS

• Ability to set scheduled payments/gifts and allow full reconciliation before payments are processed.
• Produce direct debit files that can be used by your banking software to charge authorised accounts.
• Generate standard or personalised annual receipts with ease.

MEMBERSHIP MANAGEMENT

• Variable membership lengths.
• Associate related contacts to one membership.
• Manage the whole renewal process with different renewal letters at different times.
• Ability to segment membership by different categories.

VOLUNTEER MANAGEMENT

• Ability to manage volunteer's availability by tasks.
• Manage street appeals and collectors.
• Track and record timesheets based on tasks completed.
• Group volunteers by services or locations.

GRANT MANAGEMENT

• Ability to manage grants for internal projects and community funds that are distributed to the community.
• Ability to track successful and declined applications.
• Manage accountability schedules and outcomes.

BEQUEST MANAGEMENT

• Track bequest prospects and contacts that have been sent information about various bequest programmes.
• Manage all communications point of contacts solicitors and due dates.

HONORARY/IN MEMORY

• Manage memorial/honorary events.
• Create donation certificates for the next-of-kin’s.

PATIENT MANAGEMENT

• Ability to manage patients or clients with various diagnoses, illnesses, treatments and referrals.
• Manage patients or clients that attend various meeting groups for specific illnesses or treatments.
• Log loans and credits for patients with disabilities.

PROGRAMME MANAGEMENT

• Manage programmes that contacts have been on and completed.
• Group programmes by chapter and countries visited or whether they were a host or a participant.

ALUMNI

• Capture and store class history for all students and teachers.
• Assign definable certificates and special prizes.
• Ability to store interests and activities.
• Record work career options and notes.
• Accommodation/Boarding

TELEMARKETING

• Import and manage Cold Call Lists directly from Fundraiser's Cold Call Database Manager.
• Create segmented cold or warm call lists.
• User friendly Call Centre interface with automatic dialing features that allow agents to see caller information and history prior to calling.
• Manage call terminations with customizable termination codes.
• Process credit card transactions securely and at real-time (See the Online Charge Module for more information)
• Telemarketing history auditing and termination codes summaries.
• Full performance reporting.

BARCODING

• Produce barcodes on appeal so they can be processed quickly and accurately.
• Integrated with Fundraiser's search companion which allows contacts to be searched by scanning a barcode.
• We have found this method of processing to be the most effective that requires very limited training at peak appeal times.

NEWSROOM & EMAIL COMPONENTS

• Fundraiser integrates with Newsroom to allow electronic newsletters to be sent and managed via Newsroom.

DATA IMPORTER

• Import data into Fundraiser’s database from any data structure. Simply drag and drop the fields and into position and import.

REPORTING

• Fundraiser has over 50 detailed reports including an easy to use query tool (Contact Query Generator.
• All reports are able to be exported to Microsoft Excel where the data can be used to create graphs our used in board reports.
• Microsoft Word is used for all document outputs and merges.

SECURITY

• Fundraiser security is completely customisable allowing permission groups to be created and allocated.

USER MAINTENANCE

• Ability to define attributes and content in lists.
• Auto archiving of old records and transactions which means the database is always running efficiently.

HELP

• In depth help file on every area.
• A glossary of technical terms is included.
• Getting started guide.
• Ability to add intranet or Internet links.

LIVE UPDATES

• Keeping Fundraiser updated is part of our on going servicing where we provide new functionality and improvements to existing processes.
• Live updates allow you to automatically download software updates when they are available.