GiveSmart 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

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

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

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.

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