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!
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
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
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