We currently offer a few products
Easy totals – you want to see who your biggest donors are or how many raffle tickets this person bought last year etc. We help you install ‘rollups’ to make those totals easily accessible and informative.
Quickbooks Connector – no need for double data entry. Enter your income into your CRM and it appears ready for deposit in your QuickBooks (available for Quickbooks desktop and QuickBooks Online)
Auto-Paper Thank You Letters – never forget a donor again. Every week you can receive in your email a link to letters for any payments entered in the past week. Just download sign and print.
Auto yahrtzit paper letters – do you send out yahrtzit candles? Or notifications? Print the letters 1 or more weeks in advance by automatically scheduling the letters to come to your (or your office managers) inbox.
to learn more about any of these packages email firstname.lastname@example.org