Eprisa CRM

Saturn’s Cloud Based Eprisa© CRM system operates on the SaaS (Software-as-a-Service) model. The Eprisa application runs on a state of the art, high performance, object-oriented DBMS (Database Management System) - Intersystems’ Caché.

Eprísa functions as a flexible “framework”, tailored to each customer’s business rules and processes. Specific modules can be enabled / disabled by clients. The Constituent record is positioned as the “hub”, and all other forms of engagement are linked back to the Constituent.

The Eprisa Major Gifts Module allows your charity to track proposals, house all documentation, create and track team / client contacts, build pipeline reports for review. Eprisa’s Membership Module offers flexible renewal strategies, multiple Membership Level schemas, Gift Memberships, Multi-step engagement for new members, replacement card processing, and “Thank You” Premium assignment based on client business rules.

Eprisa allows organizations to choose any Payment Processor for direct debit and credit card transactions. Eprisa offers the most advanced Reporting capability in the industry. It gives the flexibility of choice and speed when designing and running Reports. Eprisa includes a BI (Business Intelligence) application in its Saturn’s flat-rate pricing. The BI application embeds real-time analytics into Eprisa.

System records details of outright gifts (stock, real estate, charitable lead trusts), expectancies (bequests, retirement plans, life insurance) and deferred gifts (charitable remainder trusts, charitable gift annuities), along with contacts and correspondence, attachment of media files.

The Eprísa platform is able to interface with 3rd party applications using any of the popular integration technologies like Web Services, Java, SOAP… It fosters collaboration across teams and lets multiple teams access the information simultaneously.

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