The HQ for your IQ
Built atop of Microsoft Dynamics 365, MISSION CRM leverages the best-of-breed design of a relational database providing a centralized and multifaceted view of your constituents as donors, members, volunteers and more.
MISSION CRM is a complete donor management and fundraising system your team can use.
MISSION CRM provides a 360° and multifaceted view of donors, fundraising and financials. See constituents as a donor, member, or volunteer, what they’ve given over time, what their interactions have been and leverage that to better communicate, connect and bring them closer to your organization.
Ready to go, out-of-the-box, fully integrated gift processing for one-time gifts and recurring gift management. Our donation and transaction management and payment gateway integrations with Sylogist Pay, Stripe, Global Payments, iATS and Moneris resulting in more seamless financial reconciliation and reporting.
Support the growth of your digital fundraising revenue and drive donations via our branded online donation, event registration, crowdfunding and peer-to-peer giving pages. Donations processed via the online pages seamlessly flow into the system where they are acknowledged and receipted automatically.
With moves management, you can follow a prospect from greeting to major gift. And process flows can be configured to reflect your organization’s unique ‘moves’ or stages for any type of gift solicitation.
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 sub-ledger features are designed to support your sophisticated accounting structure of revenue tracking for general ledger integration.
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.
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.
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 Marketing.
MISSION CRM works instantly with any application built on or aligned with the Common Data Model for Nonprofits (CDM), Microsoft’s Volunteer Management and Volunteer Engagement solution, DonorSearch or b.world’s storytelling platform. And MISSION CRM can easily integrate with any external data source using Microsoft’s Power Platform API.