TASKS & INTERACTIONS MANAGEMENT

TASKS & INTERACTIONS MANAGEMENT

Manage contacts and projects with easy tracking

Have you ever wanted to know how many times your organization connected with a donor, member or other important contact? Fundly CRM gives you the ability to add or edit, search and filter interactions and tasks from any screen. The flexibility of this task-tracking software unlike any other. Keep the flow of information moving by calendaring tasks and setting reminders or email notifications for yourself or other team members. In addition, you have the tools to run predefined reports by staff or stage of development. Now that’s efficient!

Track interactions with any contact

Add/edit interactions and tasks from any screen

Set reminders or send email notifications on upcoming tasks

Set follow-up tasks and assign them to other team members

Keep track of interactions with notes

Create tasks for yourself or other users

Keep flow of information organized and timely

Set reminders or send email notifications on upcoming tasks

Search and filter interactions and tasks

Enter notes that are date and time stamped

Create predefined reports by staff or stage of development

The benefits of hiring a fundraising consultant