[ iMIS Reviews ](https://www.g2.com/products/imis/reviews) [ iMIS Reviews ](https://www.g2.com/products/imis/reviews) # iMIS Features ##### ## Administration (13) Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Interaction Tracking The ability to track each interaction with donors and maintain a record of their giving history. Automation Tools to automate a variety of processes such as email marketing and emailing receipts. Donor Profiles Profiles for each donor including contact information, interaction history, and giving history. Contribution Tracking View donor contribution history, track how much money have been raised over time and measure progress Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time User Dashboard Allows users to customize their home page to display the information relevant to their role and tasks. Donor Profiles Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. Reporting Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. Templates Provides standard templates for letters and emails and/or allows users to create their own. Customization Creates custom fields to track information about donors or gifts that is specific to an organization. Ad hoc Reporting Generate one-off reports that meet information requirements Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Fundraising (20) Campaign Management The ability to plan and execute fundraising campaigns based around specific goals. Online Donation Portal The ability to accept donations online via a website, social media, or mobile device. Event Planning Tools to plan fundraising events, including ticketing, registration, and attendance tracking. Recurring Donations The ability to set up recurring donations of a specific amount at a chosen interval. Peer-to-peer Fundraising The ability to create social media fundraising pages that are shareable and leverage social networks. Mobile Capabilities The ability to use mobile devices to collect in-person donations at an event or kiosk. Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Auction Management Allows businesses to create and manage auctions. Pledge Management Track commitments to donate in the future Forms Management Store, manage and track all forms in a centralized location Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Alumni Management Tools that help educational institutions or fundraising organizations connect with alumni Volunteer Management Manage volunteer information and direct volunteer resources Gift Matching Management Ability to match gifts through the system Grant Management Monitor application statuses, proposals and award funds Membership Management Database of members to track personal information of individuals and families Website Management Built-in website builder or integration with third-party site Receipt Management Upload, track, and submit receipts in a central database Contact Management Manage, organize, and store contact information Show More ##### ## Marketing (1) Email Marketing Tools to create, customize, and send out mass marketing emails to specific donor groups. Show More ##### ## Donor Management (18) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Pledge Tracking Records gift pledges and updates remaining amount based on installments. E-Document Storage Allows electronic files to be uploaded and stored within donor profiles. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Receipt Management Upload, track, and submit receipts in a central database Email Management Manage, store and organize emails within the system or via third-party apps Volunteer Management Manage volunteer information and direct volunteer resources Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Gift Matching Management Ability to match gifts through the system Event Management Schedule and manage the logistics of activities and other gatherings Grant Management Monitor application statuses, proposals and award funds Attendance Management Manage attendance for classes, shifts, meetings, or events Contact Management Manage, organize, and store contact information Pledge Management Track commitments to donate in the future Forms Management Store, manage and track all forms in a centralized location Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Interoperability (5) Event Tracking Stores event registration and ticketing information collected through online forms or manual data entry. Gift Tracking Downloads gift information from integrated fundraising tools into donor profiles. Fund Accounting Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. Activity Tracking Track and document all activities across devices, networks, and other systems Donation Tracking Track and view detailed financial donation history made by contacts and members Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal 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. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (16) Email Marketing 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. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Campaign Management 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. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Committee Management Manage a group of members established for coordinating plans, programs, or other initiatives Calendar Management Track and manage schedules and meetings via an integrated calendar Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Volunteer Management Manage volunteer information and direct volunteer resources Contact Management Manage, organize, and store contact information Fundraising Management Activities related to raising money for a specific cause Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location Membership Management Database of members to track personal information of individuals and families Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (5) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Summary Reports Customizable Reports Alter the layout and content of reports Show More ##### ## Integrations (5) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Event Management Schedule and manage the logistics of activities and other gatherings Show More ##### ## Agentic AI - Professional Association Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Show More ##### ## Agentic AI - Nonprofit CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Accounting Integration Integrate with a third-party accounting system Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Membership Management (4) Member Self‑Service Portal Allows members to update profiles, renew membership, and manage their account online. Member Database Stores and updates detailed member profiles and track membership status. Automated Dues & Renewals Automatically bill members and process recurring membership renewals. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Show More ##### ## Events & Committees (20) Committee & Group Management Supports creation and management of committees, special interest groups, and sub‑groups. Event Management & Registration Creates, promotes, and manages event registration and attendance tracking. Calendar & Scheduling Tools Provides shared calendars and scheduling for meetings, conferences, and association activities. Discount Management Track products that are for sale at a reduced price or part of coupon promotions Wait List Management Record, update and manage waiting lists Promotions Management Design, communicate, and distribute incentives to perform a specific action Event Management Schedule and manage the logistics of activities and other gatherings Dues Management Track and collect membership dues Website Management Built-in website builder or integration with third-party site Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Application Management Track, manage and store the applications of potential future members, customers or candidates Contact Management Manage, organize, and store contact information Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Membership Management Database of members to track personal information of individuals and families Newsletter Management Create and update newsletter content to increase engagement Fundraising Management Activities related to raising money for a specific cause Chapter Management Event Calendar A list of events with their respective dates Show More ##### ## Financial & Operational Tools (5) Integration With Accounting Tools Integrates with accounting and third‑party financial systems. Email Marketing & Automated Communications Sends segmented email campaigns and automated reminders to members. Online Payments & Invoicing Processes secure payments for dues, events, and other fees with invoicing. Reporting & Analytics Produces reports on engagement metrics like event attendance and communication effectiveness. Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Additional Functionality (115) Online Giving Outlet for members and visitors to submit donations electronically Summary Reports Mobile Access Access software remotely via mobile devices Email Marketing Create and send email blasts/campaigns Customizable Forms Customize contracts and forms to collect specific information Customizable Branding Add customized logos and colors to align with company branding Historical Trend Analysis Review data from past periods to reveal recurring tendencies API Application programming interface that allows for integration with other systems/databases Recurring Giving Manage and track recurring gifts Customizable Fields Customize data fields to support various needs and use cases Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data For Nonprofits Software specialized for non-profit organizations Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Mobile Giving Ability to make a donation from a mobile device/app Customizable Reports Alter the layout and content of reports Event Ticketing Manage tickets for specific events Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Campaign Planning Plan and strategize marketing campaigns Access Controls/Permissions Define levels of authorization for access to specific files or systems Personalization Adjust communications based on previous interactions or personal preferences Credit Card Processing Accept and process credit card transactions Payment Processing Accept, record, and reconcile financial transactions Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Mobile Giving Ability to make a donation from a mobile device/app Accounting Integration Integrate with a third-party accounting system Online Forms Create new forms and/or use ready-made online form templates Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Recurring Giving Manage and track recurring gifts Customizable Reports Alter the layout and content of reports Mobile Access Access software remotely via mobile devices AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Branding Add customized logos and colors to align with company branding Donor Discovery Search 3rd party databases to identify potential donors Generative AI Use AI to generate content in the form of text, images, videos, etc. Event Scheduling Plan an event's time and location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Email Reminders Reminders sent via email Credit Card Processing Accept and process credit card transactions CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Electronic Payments Electronically collect payments for goods or services ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Campaign Analytics Track and interpret campaign performance metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Fields Customize data fields to support various needs and use cases Customizable Forms Customize contracts and forms to collect specific information Third-Party Integrations Set up connections to third-party platforms to improve business processes API Application programming interface that allows for integration with other systems/databases For Nonprofits Software specialized for non-profit organizations Payment Processing Accept, record, and reconcile financial transactions Data Import/Export Import and export data to and from software applications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Personalization Adjust communications based on previous interactions or personal preferences Customizable Branding Add customized logos and colors to align with company branding Email Reminders Reminders sent via email Member Accounts Accounts held by members of an organization Email Marketing Create and send email blasts/campaigns Event Ticketing Manage tickets for specific events CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Document Storage Store and organize documents in a centralized system Credit Card Processing Accept and process credit card transactions Job Board Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Forms Customize contracts and forms to collect specific information Email Templates Pre-made examples and templates for emails Member Communities Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns API Application programming interface that allows for integration with other systems/databases Member Directory Comprehensive list that contains information and details of all the members associated with a particular organization or group Generative AI Use AI to generate content in the form of text, images, videos, etc. Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Mobile App Access the system via a mobile application Surveys & Feedback Gauge satisfaction and receive information for improvement and success Reminders Timed notification for any upcoming task, deadline, appointment, or activity Payment Processing Accept, record, and reconcile financial transactions Enrollments/Onboarding Manage the enrollment and onboarding of all new members and accepted applications Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems Membership Signup Registration process to become members by providing relevant information and agreeing to terms Member Types Handle various types of membership based on groupings Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Donation Tracking Track and view detailed financial donation history made by contacts and members Data Import/Export Import and export data to and from software applications Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Task Scheduling Track and manage the scheduling of tasks Email Templates Pre-made examples and templates for emails API Application programming interface that allows for integration with other systems/databases For Nonprofits Software specialized for non-profit organizations Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Email Tracking Track delivered, received, and opened emails Interaction Tracking Track interaction history by documenting conversations for contacts Activity Tracking Track and document all activities across devices, networks, and other systems Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Campaign Planning Plan and strategize marketing campaigns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Mobile Access Access software remotely via mobile devices Campaign Segmentation Group campaigns by project, client, or campaign for better management. Customizable Forms Customize contracts and forms to collect specific information Electronic Payments Electronically collect payments for goods or services Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Web Forms Web form that allows users to enter data that is sent and processed for different reasons Show More ## Top-Rated Alternatives [ ![Neon CRM](https://images.g2crowd.com/uploads/product/hd_favicon/055c9ab478d704cca7885bcd8db5650d/neon-one-llc-neon-crm.svg "Neon CRM") Neon CRM 4.2/5(438) ](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) [ ![WildApricot](https://images.g2crowd.com/uploads/product/hd_favicon/52f16cfa2e301ce18f11fa9d6040e93d/wildapricot.svg "WildApricot") WildApricot 3.8/5(45) ](https://www.g2.com/products/wildapricot/reviews) [ ![DonorPerfect](https://images.g2crowd.com/uploads/product/hd_favicon/97d98d389d1fa793bdbbdb50169fe1ae/donorperfect.svg "DonorPerfect") DonorPerfect 4.4/5(566) ](https://www.g2.com/products/donorperfect/reviews) [ View All Alternatives ](https://www.g2.com/products/imis/competitors/alternatives) iMIS Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e532d93b2447bd9b9e08dc4174486fd1/fonteva-for-associations.png "Product Avatar Image") Fonteva 4.5/5(45) [ Compare Now ](https://www.g2.com/compare/fonteva-for-associations-vs-imis) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,876) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-imis) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9358fef240ea2106e52af59394b7e6f9/personify-corp-memberclicks.png "Product Avatar Image") MemberClicks 3.8/5(51) [ Compare Now ](https://www.g2.com/compare/personify-corp-memberclicks-vs-imis) ##### Categories on G2 [Donor Management](https://www.g2.com/categories/donor-management)[Nonprofit CRM](https://www.g2.com/categories/nonprofit-crm)[Fundraising](https://www.g2.com/categories/fundraising) [Donor Management](https://www.g2.com/categories/donor-management)[Nonprofit CRM](https://www.g2.com/categories/nonprofit-crm)[Fundraising](https://www.g2.com/categories/fundraising)[Professional Association Management](https://www.g2.com/categories/professional-association-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which IRCM platforms integrate best with legacy billing and customer care systems?](https://www.g2.com/discussions/which-ircm-platforms-integrate-best-with-legacy-billing-and-customer-care-systems)[Which integration service is best for syncing business software](https://www.g2.com/discussions/which-integration-service-is-best-for-syncing-business-software)[Which hardware monitoring program has the cleanest interface and easiest setup for someone who is not particularly technical but still wants to keep an eye on system health?](https://www.g2.com/discussions/hardware-monitoring-which-hardware-monitoring-program-has-the-cleanest-interface-and-easiest-setup-for-someone-who-is-not) [Best applicant tracking system for small businesses](https://www.g2.com/discussions/what-s-the-best-applicant-tracking-system-ats-for-small-businesses)[Which solution supports large-scale webinars and virtual events?](https://www.g2.com/discussions/which-solution-supports-large-scale-webinars-and-virtual-events)[Pros and Cons Details](https://www.g2.com/products/imis/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)