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Eprisa CRM
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Eprisa CRM

Overview
Synopsis

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.

Category

Fundraising CRM Software

Features

• Point-And-Click Customized Ad Hoc Reports
• Corporate Matching Gifts
• Major Gifts Module
• Campaign Management
• Real-time Biographics
• Chapter / Branch Management
• Online Module with Donor Facing Portal

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

Eprisa CRM

What is best?

• Major Gifts Module
• Campaign Management
• Real-time Biographics
• Chapter / Branch Management
• Online Module with Donor Facing Portal

What are the benefits?

• 24/7 Access to Data Anywhere In The World
• Export Datasheets
• Improve Organizational Efficiency
• Backend Services Available

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
9.6
6.4
Features & Functionality
9.4
6.3
Advanced Features
9.6
5.7
Integration
9.4
6.1
Performance
9.5
6.4
Customer Support
9.5
6.8
Implementation
6.3
Renew & Recommend
6.3
Bottom Line

Eprisa will help cultivate lifelong relationships, streamline processes and retain all important donors.

9.5
Editor Rating
6.3
Aggregated User Rating
5 ratings
You have rated this

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

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

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