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roundCause

Enterprise Nonprofit CRM in the Cloud

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roundCause delivers a new best practice for continuous, constituent driven engagement for nonprofits. Harness the flexibility, ease of use and innovation of Salesforce.com so you can focus more on unl

Specifically engineered for enterprise nonprofit constituent relationship management and built on the world’s most innovative platform, Salesforce.com CRM, roundCause can help your organization grow prospects and revenue while reducing operational cost.

roundCause is Built 100% Native on Salesforce.com

Constituent Relationship Management

Grow revenue, gain efficiency, increase collaboration and reduce cost by engaging the entire organization in a new best practice for nonprofit constituent relationship management.

  • Marketing & Marketing Automation
  • Fundraising
  • Customer Service
  • Online, Mobile & Social
  • Online Donations

Online Donations

Enable online fundraising with integrated email, donation forms and landing pages. Process payments directly into roundCause CRM capturing supporters in real-time.

  • Form Builder
  • Payment Processing
  • Dynamic Ask Strings
  • Integrated Inventory Management for Thank You Gifts

Social

Bring CRM and Social together by viewing Facebook, Twitter and LinkedIn profiles directly from your constituent records for organizations, foundations and individuals and communicate directly with constituents via social channels.

  • Facebook
  • Twitter
  • LinkedIn
  • View and Respond to Posts from Within roundCause CRM

Mobile

Stay connected with your team and constituents from anywhere by using roundCause from any mobile device. The entire application is 100% mobile, including any customizations you make!

  • Smart Phone Enabled
  • Tablet Enabled
  • Social Enabled
  • Collaboration Enabled
  • View Reports & Analytics from Mobile

Event Management

Plan, execute and measure results from events of all kinds using roundCause’s complete event management solution.

  • 100% Integrated With roundCause CRM
  • Define and Manage Event Logistics
  • Fully Customizable Registration Forms
  • Invite and Track Attendees
  • Manage Venues, Sessions & Tracks
  • Custom Event Types
  • Vendor Management
  • Tickets
  • Seating
  • Mobile Check-in

Board Engagement

Connect with and engage your board in your mission with roundCause’s Board Engagement tools.

  • Board Profiling
  • Board Member Badging
  • Visual Relationships
  • Engagement Tracking
  • Reporting

Corporate & Foundation Giving

Manage giving and relationships for all your key constituent types in a single CRM so you can focus on executing your fundraising strategy.

  • Batch Entry and Upload
  • Proposal Management
  • Giving Summaries
  • Sustaining Gifts
  • Membership Management
  • Moves Management
  • Real-time Giving Summaries
  • Grant Management
  • Matching Gifts

Reports & Analytics

Leverage more than 250 editable reports and dozens of dashboards to gain real-time insight into your organization’s effort, outcomes and constituent engagement. Report Categories include:

  • Moves Management
  • Planned Giving
  • Revenue and Accounting
  • Campaign Planning, Execution & Results
  • Sustainers
  • Charge and Bank Processing
  • Corporate Support Reporting
  • Data Quality Dashboard and Reporting
  • Customer/Donor Services
  • Foundation Reporting
  • And many others

Customer Service

Deliver world-class customer service through every channel with industry-leading customer service and support capabilities based on Salesforce.com’s Service Cloud.

  • Case Management
  • Knowledge Base
  • Online and Email Capture
  • Email Routing
  • Computer Telephony Integration (CTI)
  • Mobile Access

Marketing Automation

Go beyond mass email marketing to true marketing automation to improve marketing efficiency and outcomes across websites, search, mobile, email and social.

  • B2C Automation
  • Campaign Scheduling
  • List Management & Segmentation
  • Forms
  • Lead Scoring
  • Nurturing
  • Social Response
  • Analytics

 


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