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Aegis CRM

Overview
Synopsis

Aegis CRM provides the donor management and fundraising tools the user need to help plan and execute fundraising campaigns, manage campaigns and make adjustments by gaining quick insights from Aegis CRM’s analytics and reporting tools.

Category

Fundraising CRM Software

Features

• Merchant & Data Services
• Custom-Designed Programs/Reports
• Exception Handling
• Aegis CRM
• Donation processing & Caging

License

Proprietary

Price

Contact for Pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Aegis CRM

What is best?

• Choose the modules that matter to a program, allowing the user to customize the CRM as the organization grows.
• Create an exception-handling rule to notify donors or clients, research missing information, or return documents with minimal or even uninterrupted processing.
• Reports and transaction files can be customized, and provided on the schedule that best suits the user needs.
• Whether it is missing remittance documents, unidentified campaign/appeal codes, donor comments, or unsigned/damaged checks,

What are the benefits?

• Help plan and execute fundraising campaigns & increase campaign responsiveness.
• Manage donors; send appeals and run analytics from a desktop, tablet or mobile phone with the fastest cloud-based solution in the non-profit industry, Aegis CRM.
• Aegis CRM can be accessed anywhere and at anytime because it is delivered via the Cloud and compatible with desktop, tablet or mobile devices.
• Leverage robust appeal segmentation tools and best-of-class integrations, such as MailChimp for email appeals, to better segment and target the audience.

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.7
8.6
Features & Functionality
8.6
8.9
Advanced Features
8.7
9.1
Integration
8.6
8.8
Performance
8.8
8.3
Customer Support
8.8
8.3
Implementation
8.4
Renew & Recommend
8.8
Bottom Line

Aegis CRM provides the donor management and fundraising tools the user need to help plan and execute fundraising campaigns, manage campaigns and make adjustments by gaining quick insights from Aegis CRM’s analytics and reporting tools.

8.7
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

Aegis CRM provides the donor management and fundraising tools the user need to help plan and execute fundraising campaigns, manage campaigns and make adjustments by gaining quick insights from Aegis CRM’s analytics and reporting tools.

In December 2016 Bernard Data Solutions integrated with Aegis Premier Solutions and became Aegis Premier Technologies. Software integrations allow for in-depth donor insights, easier email campaign management and the ability to receive gift transactions from donation landing pages. With a 99% guaranteed uptime, the user will have the data at their fingertips when they need it the most.

Aegis CRM uses state-of-the-art best practices in data security, load balancing, and disaster recovery to ensure donor data is safeguarded. Manage donors; send appeals and run analytics from the desktop, tablet or mobile phone with the fastest cloud-based solution in the non-profit industry,

Aegis CRM. Aegis Premier Technologies provides nonprofit software (Aegis CRM) with donor management and fundraising tools to help plan and execute fundraising campaigns. Aegis Processing Solutions provides a full array of donation processing, caging/lockbox solutions. The collaboration of companies under the Aegis umbrella – Aegis Premier Solutions, Aegis Processing Solutions and Aegis Premier Technologies – provides an end-to-end offering of services to fit nonprofits of all sizes.

Aegis Processing Solutions can customize an agreement to fit the user needs, whether using the company for a single service or take advantage of the entire suite of donation processing services. Aegis Processing Solutions employees are fully bonded by a company-wide bond. Aegis CRM provides the donor management and fundraising tools the user need to help plan and execute fundraising campaigns. Aegis Merchant Solutions enables the organization to process credit card donations online, in the database, or from a mobile phone or tablet.

Aegis’ data services team provides a range of services including data appends, data scrubbing, and campaign strategy. It also offers technical support via phone and chat representatives to help clients with any questions. Aegis is compliant with Payment Card Industry security standards and is assessed annually.

You may like to read: Top Fundraising CRM Software and Top Fundraising Software

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Ease of use
Features & Functionality
Advanced Features
Integration
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Customer Support
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Renew & Recommend

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