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AccuFund CRM for Salesforce is a cloud-based fundraising and constituent relationship management (CRM) solution designed to improve the nonprofit’s development activities by optimizing the Salesforce donor database.
Category
Fundraising CRM Software
Features
• Donor/Constituent Management • Donation, Grant Membership In-Kind, and Matching Gifts • Grant Deliverable Deadlines • Free Address Verification • Constituent Activity and Communication Tracking • Third Party Integrations with Applications on the AppExchange • Volunteer Management • Forecasting and Performance Reports
License
Proprietary
Price
Contact for Pricing
Pricing
Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
Company
AccuFund CRM
What is best?
• Relationship and Organization Affiliation Tracking • Campaign and Event Tracking • Managing Camp Enrollment and Payments • Inventory Management • Scholarship Applicant Screening • Provide real-time Accounting integration to AccuFund’s Fund Accounting Suite • Custom summarized and matrix reports for insightful fundraising and performance metrics. • Automate internal notifications like: Grant Deadlines, New Major Donor, Event Registrations.
What are the benefits?
• Customize the Municipality's Account structure to produce the reports needed. • Add-on government modules to expand the capacity to track manage and report all pertinent areas. • Improve transparency and departmental access to data for the local government. • Structure database security by roles such as volunteers, staff, executives, and board members. • Assess system functionality of existing Sales force solutions that need re-optimizing. • Custom dashboards for interactive insight into solicitor performance and major gift forecasting.
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.5
9.6
Features & Functionality
7.6
8.9
Advanced Features
7.4
8.8
Integration
7.4
8.3
Performance
7.5
7.6
Customer Support
7.6
8.3
Implementation
9.1
Renew & Recommend
9.4
Bottom Line
AccuFund CRM for Salesforce is a cloud-based fundraising and constituent relationship management (CRM) solution designed to improve the nonprofit’s development activities by optimizing the Salesforce donor database.
7.5
Editor Rating
8.8
Aggregated User Rating
2 ratings
You have rated this
AccuFund CRM for Salesforce is a cloud-based fundraising and constituent relationship management (CRM) solution designed to improve the nonprofit’s development activities by optimizing the Salesforce donor database.
Salesforce is a cloud-based constituent relationship management (CRM) tool. AccuFund CRM offers a quick set up and configuration service of these core components, NPSP settings, automation activations, and more to deploy a smart Salesforce database as quickly as possible.
AccuFund CRM’s goal is to provide an organization with a Salesforce donor management solution that fits their needs, educate the organization on lesser-known Salesforce features/tips, and help the user stay up-to-date with new features and ways to continue to enhance the Salesforce solution. Salesforce offers deep discounts on additional licenses for organizations that need more than 10 users, keeping the annual cost to a minimum in comparison to other donor management solutions.
AccuFund provides seamless integration between Salesforce and AccuFund five-star AccuFund Accounting Suite, to provide a powerful, all-encompassing management solution for nonprofits. AccuFund CRM provides nonprofit consulting services to 501c3 nonprofit organizations looking to optimize an existing or new Salesforce solution.
AccuFund CRM’s Salesforce nonprofit consultants can help with a seamless, stress free transition to Salesforce. The AccuFund Connector has checks and balances that are required to be met before any donation will be sent to the fund accounting database. AccuFund CRM assists the user in migrating historical data from the current fundraising solution(s), event platforms, Excel sheets, and the like to Salesforce.
AccuFund CRM combines their expertise in Salesforce with a background in fundraising to provide insightful, custom formulas and calculations that will enable the staff to review development metrics individually per donor, or in mass through Salesforce reporting. AccuFund CRM’s Salesforce nonprofit consulting services work with the organization to understand other initiatives and how to best incorporate them into a customized Salesforce solution. AccuFund sells its products exclusively through resellers located throughout the country.
The AccuFund Government Accounting Suite, available on-premise or cloud, reduces operating costs and improves overall management flexibility.
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