Springly Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. 13 reviewers of Springly have provided feedback on this feature.

Based on 12 Springly reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record This feature was mentioned in 12 Springly reviews.

As reported in 12 Springly reviews. The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. 11 reviewers of Springly have provided feedback on this feature.

As reported in 12 Springly reviews. The system automates the dunning process to help drive collections

Based on 11 Springly reviews. Steamlines data entry by auto populating recurring or predefined vendor values

As reported in 13 Springly reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process 12 reviewers of Springly have provided feedback on this feature.

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. This feature was mentioned in 13 Springly reviews.

As reported in 14 Springly reviews. 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. This feature was mentioned in 13 Springly reviews.

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. This feature was mentioned in 13 Springly reviews.

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. This feature was mentioned in 14 Springly reviews.

Analyzes effectiveness of an organization's various marketing activities 12 reviewers of Springly have provided feedback on this feature.

Automates activities and reminders for each of your prospects to help move them along the donor pipeline. This feature was mentioned in 12 Springly reviews.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. 11 reviewers of Springly have provided feedback on this feature.

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. This feature was mentioned in 13 Springly reviews.

As reported in 14 Springly reviews. 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. 12 reviewers of Springly have provided feedback on this feature.

Provides fund accounting support to track payments receivable and pending. This feature was mentioned in 12 Springly reviews.

Based on 13 Springly reviews. Supports online donation and event registration processing and imports fundraising data into records.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases