Donor CRM
Every relationship, and the next step.
People, households and institutions with every gift, membership and conversation on one timeline. Log a call in a few taps and Donorly reminds you when it's time for the next one.
What happens with each supporter, from first gift to the next call?
- 1
Add them
One short form
Add a person, a household or an institution from one screen. Start typing the address and pick it from the list.
No duplicate donors
Donorly checks for a match before saving, so each donor appears once.
- 2
Keep it together
Households
Couples and families share one household and one mailing address, with its own profile, timeline and receipts.
Documents and team
Keep files in folders, invite your team, and export your donor list to a spreadsheet. See team and documents.
- 3
Talk
Log a conversation
Pick what it was about and how you reached them, write a line, and set the next step.
- 4
Follow up
Follow-ups that don't slip
Due and overdue follow-ups show on Home. Add any of them to Apple, Google or Outlook calendars.
Households and relationships
Every relationship in one place. One letter per household.
Track how your supporters are related: who shares a home, who is married to whom, and who works where. Each household has one mailing address, so your appeal letters, newsletters and year-end statements go to the household once instead of to every member.
Fewer duplicate envelopes means less paper and less postage, and each household gets one copy.
- See a household's giving and every relationship in one place: the total of what its members gave.
- Each gift still belongs to the person who gave it.
- Household receipts say exactly who they went to.
- A household's timeline shows what happened with its current members.
Want to see this with your own checks, pages and members?
Book a walkthrough →Your rolodex, built in
Is your contact list clean?
One contact list for everyone you know, kept clean, always up to date in one place, so you don't need a separate contact manager.
One contact list that's yours
Every donor, member and supporter, with their history on one timeline.
Coming soon
Contacts that stay clean
Donorly flags bounced emails, returned mail and missing addresses, so your team fixes them from one list.
Coming soon
Donors update their own details
Send a secure link and they correct their email, phone or address, no login needed.
Coming soon
Their preferences, respected
How each supporter wants to hear from you: email, mail or text, how often, and how they want their receipt.
Coming soon
Mailchimp, kept in sync
Send your newsletters from Mailchimp with your Donorly list always up to date.
Coming soon
Print and mail
For donors with no email, Donorly prints and mails the receipt for you, to addresses you can trust.
Matching gifts
Employer giving in one place, so no match goes unclaimed.
Record where each donor works, and Donorly keeps every gift tied to their employer together in one place. Before the year closes, you can see which gifts qualify for a company match and ask the donor to request it.
Many employers will match an employee's gift, but only if someone asks. Donorly makes it a list instead of a guess.
Your calendar gets the reminder. The details stay in Donorly.
A follow-up in your calendar holds the donor's name, the next step and a link back to Donorly. Phone numbers, notes and gift amounts stay safely in Donorly.
Keep reading
See it with your own checks, pages and members.
30 minutes, on your own work: your checks, your pages, your numbers. Ask us how anything works. During the beta, we move your data in for you at no cost.