Create task rules based on donation paramerters you control.
Organize your donor follow-up and track it all from one easy-to-use automated task tool.
Swift response times build trust and strengthen relationships with your donors. Easily view the response times for your team and identify actions to be taken to keep your donors satisfied.
Donors can be automatically assigned to yourself or a team member based on the parameters of their donations.
A completed task can appear as an interaction on the donor's profile to keep track of each step in the relationship.
Search all of your tasks with smart filters. For example, find tasks assigned to a specific team member or tasks that were created yesterday.