MISSION CRM is a complete donor management and fundraising system your team can use.

One record. One source of truth.

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.

Integrated gift processing

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.

Batch it up!

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.

Supports sophisticated financials

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.

Receipt. Repeat.

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.

Execute effective marketing campaigns

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.

Interoperability from the get-go

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.