Zeffy 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

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.

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

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.

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

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

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)

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.

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

Works across multiple software systems or databases

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

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