Accelerate your team’s momentum and advance your mission
Stop wasting time with disconnected, single-use solutions. Make the most out of every day with our innovative features and functionality designed to maximize your capacity, income and impact.
Unite your team with one system for donor management, fundraising and finance.
MISSION CRM delivers a unified view of your donors by connecting fundraising, financials, marketing, volunteering and more. See the full picture of your donors, their gifts, their interactions and connection points, and leverage it with a view to better communicate, build relationships and bring them closer to your organization.
for one-time gifts and recurring gift management. You choose the gateway or gateways which suits you best and we’ll manage the rest. And MISSION CRM’s payment gateway integrations with Stripe, iATS, Global Payments, Moneris. Paysafe, Adyen and Bottomline PTX (for direct debit processing) results in more seamless financial reconciliation and reporting.
Support the growth of your digital fundraising strategy and drive donations via our configurable online donation, event registration, crowdfunding and peer-to-peer giving pages. Donations processed via the online pages seamlessly flow into the system in real-time where they are acknowledged and receipted automatically. And MISSION CRM supports global organizations with multi-currency and multi-lingual options.
Identify and engage supporters with insights from Microsoft’s Likelihood to Give AI model or DonorSearch. And maximize your team’s potential with configurable workflows and automations with a CRM built for nonprofits to make the most of your valuable time. With moves management, you can follow a prospect from greeting to major gift, manage portfolios, track progress and access everything you need on-the-go.
When you’ve got a mountain of gifts to process, our advanced batch gift entry allows you to enter them with ease, providing mouse-less high-volume batch entry.
Whether it’s via a donation page, import, manual or batch gift entry, MISSION CRM is the front-door for revenue. Our advanced designation and sub-ledger functionality are designed to support your sophisticated accounting structure of revenue tracking for general ledger integration.
Coming soon! MISSION CRM Response will deliver a robust direct response module to meet your omni-channel needs from acquisition to attribution to analysis, along with innovative features to support segmentation, data enrichment and seamless connection to Microsoft Dynamics 365 Customer Insights.
Bring donors closer to your organizations with communications which leverage the intelligence inside MISSION CRM to build richer relationships via segmented campaigns and donor journeys with Dynamics 365 Customer Insights and see the communications and insights right on the donor record.
Reduce costs and complexity from the get-go. MISSION CRM comes ready out-of-the-box with these powerful, pre-built integrations:
- Payment providers – Stripe, iATS, Global Payments, Moneris, Adyen, Paya, Paysafe and Bottomline PTX (for direct debit processing).
- Galaxy Ticketing – for memberships, venue ticket sales, point-of-sale retail and more
- DonorSearch for wealth profiling and donor research
- Melissa Data for data verification and enrichment. MISSION CRM has pre-built integrations for using the following Melissa Data’s Address Verify, NCOA and Personator
- Double the Donation for matching gift management
- SendGrid for automated transactional email delivery
- And MISSION CRM can easily integrate with any external data source using Microsoft’s Power Platform API
- Connects seamlessly with anything built on Microsoft Power Platform and Dataverse
Sophisticated recognition management, automating the assignment of giving levels based on advanced criteria allowing you to segment and steward donors and members.
Achieve a holistic view of your fundraising performance with a suite of pre-built Power BI reports which track key metrics so you can make data-driven decisions. Knowing and growing your fundraising efforts with strategic insights and data guiding decision making is central to MISSION CRM’s value in supporting development and fundraising efforts.
Make end-of-year consolidated receipting or receipting en masse easier and save precious time with our bulk receipting functionality. CRA-compliant and ready to support sending receipts by mail, email and via mailing house.
Donations processed via MISSION CRM’s online giving pages seamlessly flow into the system where they are acknowledged and receipted automatically. Afterwards, the content of the acknowledgement and PDF of the receipt is stored against the Contact and Account record for easy access.