BetterUnite Features

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts.

Profiles for each donor including contact information, interaction history, and giving history.

View donor contribution history, track how much money have been raised over time and measure progress

Establish measurable goals and objectives and track their progress over a specific period of time

Allows users to customize their home page to display the information relevant to their role and tasks.

Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.

Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

Provides standard templates for letters and emails and/or allows users to create their own.

Creates custom fields to track information about donors or gifts that is specific to an organization.

Generate one-off reports that meet information requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Sends text or email confirmation when bids are received and when bidders win.

Processes credit card payments directly or integrates with solutions that do so.

Creates post-auction reports for accounting purposes.

Electronically collect payments for goods or services

Accept and process credit card transactions

Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines.

Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics.

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

The ability to plan and execute fundraising campaigns based around specific goals.

The ability to accept donations online via a website, social media, or mobile device.

Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

The ability to set up recurring donations of a specific amount at a chosen interval.

The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk.

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Allows businesses to create and manage auctions.

Track commitments to donate in the future

Store, manage and track all forms in a centralized location

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Tools that help educational institutions or fundraising organizations connect with alumni

Manage volunteer information and direct volunteer resources

Ability to match gifts through the system

Monitor application statuses, proposals and award funds

Database of members to track personal information of individuals and families

Built-in website builder or integration with third-party site

Upload, track, and submit receipts in a central database

Manage, organize, and store contact information

Tools to create, customize, and send out mass marketing emails to specific donor groups.

Tools to create paper flyers and other mailings to be sent via direct mail.

Tracks action steps and notes for each prospective donor in the donor pipeline.

Records gift pledges and updates remaining amount based on installments.

Allows electronic files to be uploaded and stored within donor profiles.

Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Upload, track, and submit receipts in a central database

Manage, store and organize emails within the system or via third-party apps

Manage volunteer information and direct volunteer resources

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Ability to match gifts through the system

Schedule and manage the logistics of activities and other gatherings

Monitor application statuses, proposals and award funds

Manage attendance for classes, shifts, meetings, or events

Manage, organize, and store contact information

Track commitments to donate in the future

Store, manage and track all forms in a centralized location

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Stores event registration and ticketing information collected through online forms or manual data entry.

Downloads gift information from integrated fundraising tools into donor profiles.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.

Track and document all activities across devices, networks, and other systems

Track and view detailed financial donation history made by contacts and members

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, store and organize emails within the system or via third-party apps

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Alter the layout and content of reports

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Schedule and manage the logistics of activities and other gatherings

Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.

Store, manage and track all forms in a centralized location

Supports task and deadline tracking for grant-related actions; allows role-based access to be established.

Customize contracts and forms to collect specific information

Provides a channel for team members to share media files, communicate, and work together

Ratings/Reviews

Review and analyze existing information across documents

Specify or track the date/time a project, task, etc., is due for completion

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Store, manage, and track all electronic documents in a centralized location

Track and manage the status of grant applications

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Tracks grant budgets to ensure expenditures are not exceeding established limits.

Generates email alerts for grantees as funds are awarded and disbursed.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area.

Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding.

Supports requesting and submitting for additional information or materials outside of contracted reporting requirements.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate reports to assess the financial performance of an organization

Allows auctioneers to create individual item listings.

Allows the start and close date for auctions to be set.

Offers options for auctioneer to set the type of auction, such as silent auction, penny auction, or live auction.

Supports ticketing for event-style auctions.

Allows bidders to send item bids via phone.

Allows auctioneers to prompt bidders to donate beyond auction bids.

An auction that takes place in real time in front of a group of bidders

Host, facilitate and manage a virtual auction online in which participants and members can buy, sell or bid items

An auction in which bidders write down their bids on a sheet of paper

Suppliers to submit bids or quotations in response to a buyer's requirements or specifications

A tool that allows bidders to bid on an upcoming auction item prior to the beginning of the auction

Automated bidding process where a bidder sets a maximum bid amount and the system bids on their behalf until that maximum is reached

Allows for auction participants and potential buyers to bid for items virtually from anywhere

Allows bidders to create user profiles that track historical bidding information and store credit card information.

Sorts item listings based on select criteria, such as price or listing type.

Notifies bidders if they have been outbid on an item.

Notifications via mobile devices

Creates and edits active volunteer opportunities to receive volunteer sign-ups.

Tracks contact, demographic, and affinity information for volunteers, as well as total service hours.

Assists with assigning volunteer shifts and manages a master schedule.

Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.

Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers.

Database of members to track personal information of individuals and families

Track and manage schedules and meetings via an integrated calendar

Schedule and manage the logistics of activities and other gatherings

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, organize, and store contact information

Track volunteer performance and award those who exceed certain criteria

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assign issues and tasks based on availability or required skills

Plan an event's time and location

Track and document all activities across devices, networks, and other systems

Measure and track time including hours worked and paid time off (PTO)

Track the attendance of specific individuals or groups

Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served.

Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.

Supports embedded or linked donation pages to encourage volunteer donations.

Send messages via SMS

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Search and filter data across systems to locate required information by entering keywords or certain criteria

Advertise volunteer opportunities and recruit new volunteers

Access software remotely via mobile devices

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store and organize documents in a centralized system

Software specialized for non-profit organizations

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Gauge satisfaction and receive information for improvement and success

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Customize contracts and forms to collect specific information

Online portal through which end users can access the system, manage tasks, or obtain information

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Adjust communications based on previous interactions or personal preferences

Timed notification for any upcoming task, deadline, appointment, or activity

Add customized logos and colors to align with company branding

Define levels of authorization for access to specific files or systems

Use AI to generate content in the form of text, images, videos, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Add customized logos and colors to align with company branding

In addition to the traditional bidding process in an auction, add the option for bidders to buy the item immediately

Access software remotely via mobile devices

Store and manage images

Schedule and manage the logistics of activities and other gatherings

Plan an event's time and location

Manage and track orders being shipped to customers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Active monitoring of systems, applications, or networks

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

View and track activity related to an individual, transaction, etc.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Database of members to track personal information of individuals and families

Built-in website builder or integration with third-party site

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage inventory levels to maintain proper supply

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Upload, track, and submit receipts in a central database

Notifications that are delivered to users as soon as an event occurs

Manage attendance for classes, shifts, meetings, or events

Create, manage, and send invoices or bills to customers

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Use AI to generate content in the form of text, images, videos, etc.

Set up connections to third-party platforms to improve business processes

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Configure existing workflows to meet your organization's needs

Import and export data to and from software applications

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Reminders sent via email

A record of all activities within the system, including user access, changes made, etc.

Observe and track the demand, usage, progress or quality of a system, product, or user

Timed notification for any upcoming task, deadline, appointment, or activity

Organize and group data or items based on various criteria

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Software designed for grantseekers

Automatically search funding sources and alert uses when grant opportunities arise

Track grant submission requirements, deadlines, and financial documentation for awarded grants

Track sent and received payments, invoices, and bills.

Application programming interface that allows for integration with other systems/databases

Customize data fields to support various needs and use cases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Tailored or customizable questions for more targeted and relevant data collection

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Software designed for grantmakers

Create budgets based on historical data and future projections

Manage and monitor spending to align with the financial constraints or goals

Track the status over time for a request, process, asset, or transaction

Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.

Manage the process of evaluating documents or requests submitted for approval

Outlet for members and visitors to submit donations electronically

Access software remotely via mobile devices

Create and send email blasts/campaigns

Customize contracts and forms to collect specific information

Add customized logos and colors to align with company branding

Review data from past periods to reveal recurring tendencies

Application programming interface that allows for integration with other systems/databases

Manage and track recurring gifts

Customize data fields to support various needs and use cases

View and track pertinent metrics to find patterns and gain insights from data

Software specialized for non-profit organizations

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Ability to make a donation from a mobile device/app

Alter the layout and content of reports

Manage tickets for specific events

Set up connections to third-party platforms to improve business processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan and strategize marketing campaigns

Define levels of authorization for access to specific files or systems

Adjust communications based on previous interactions or personal preferences

Accept and process credit card transactions

Accept, record, and reconcile financial transactions

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Ability to make a donation from a mobile device/app

Integrate with a third-party accounting system

Create new forms and/or use ready-made online form templates

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage and track recurring gifts

Alter the layout and content of reports

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Search 3rd party databases to identify potential donors

Use AI to generate content in the form of text, images, videos, etc.

Plan an event's time and location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reminders sent via email

Accept and process credit card transactions

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track and interpret campaign performance metrics

Define levels of authorization for access to specific files or systems

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Plan and strategize marketing campaigns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons