Stronger Connections

Stronger Connections

Build sustainable revenue with stronger, more lasting donor connections. Capture the information you need with custom data sets and track interactions, giving history, event participation and more.  Then, robust email and direct mail campaigns make the most of every touch point.

Informed Leadership

Informed Leadership

Data has the power to impact your cause in a big way. Make the most of your information with pre-defined reports and a customizeable dashboard for a real-time shapshot of your organization's progress. We want you to love data, not fear it.


Personalized Mission

Your strategy is unlike any other. Let Fundly CRM help you manage your communication and fundraising in the way that tells a compelling story. Reach out to your community through events, memberships and with simple online fundraising tools that make it easy for donors to support your cause. 

Fundly CRM takes nonprofit relationship management to an entirely new level - and without breaking the budget. Innovation combined with flexible subscription levels makes the Fundly CRM platform accessible to any size mission. With a feature rich platform and a user-friendly interface, Fundly CRM will help you reach more donors, raise more funds, sell more memberships, and track more interactions and tasks than you ever thought possible.

Donor Management

Real-time access to donor information, including giving history, campaign participation, event registration, matching gifts, and more.

Events Management

Integrate event management. Create events, track registrations, customize event tickets, assign sponsors and levels and much more.

Tasks and Interactions

Add or edit, search and filter donor interactions and tasks from any screen. Set follow up tasks and assign them to other team members. 

Comprehensive Reporting

Take the guesswork out of report queries with predefined reports. Use data to maximize impact and personalize outreach to constituents through segmentation.


Personalized data means a more personal donor experience. From online to events and memberships, funding your mission is more flexible than ever.


Take advantage of an entire suite of communication tools including newsletter templates, acknowledgments, segmentation and optional direct marketing module.

Membership Management

A standard feature at most subscription levels, Memberships allows you to customize how you market memberships, accept memberships payments and renewals, and even gift memberships and offer premiums. 


We've partnered with some of the top technology platforms such as Quickbooks, MailChimp, Morweb and more to bring you greater flexibility and customization options for your Fundly CRM system.

Pledge & Grant Management

Track grant applications from submission to approval and funded grants from inception to close. Track expected payments, deliverables, funder interactions, and more.

Point of Sale

Fundly POS allows you to process gifts, memberships, events and more! No internet? No worries. Continue to work offline and sync the data when you have connection again. Simple, sleek, modern interface with touchscreen functionality built for iOS. 

Nonprofit CRM: The Complete Guide

A free guide that shows you how a CRM can help deepen donor relationships, maximize fundraising results and streamline operations