[ Zeffy Reviews ](https://www.g2.com/products/zeffy/reviews) [ Zeffy Reviews ](https://www.g2.com/products/zeffy/reviews) # Zeffy Features ##### ## Administration (9) Reporting Reports on various important data and metrics. 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. 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. Show More ##### ## Fundraising (6) 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. Show More ##### ## Marketing (1) Email Marketing Tools to create, customize, and send out mass marketing emails to specific donor groups. Show More ##### ## Donor Management (2) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Show More ##### ## Interoperability (3) 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. Show More ##### ## Constituent Management (2) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (3) 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. 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 Show More ##### ## Workflow Automation (1) Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Show More ##### ## Reporting & Analytics (2) 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) Show More ##### ## Integrations (3) 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. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Show More ##### ## Agentic AI - Nonprofit CRM (1) Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![Givebutter](https://images.g2crowd.com/uploads/product/hd_favicon/b8280b9ffd2ae0f79f6bc3873b31a9d4/givebutter.svg "Givebutter") Givebutter 4.7/5 (2,119) ](https://www.g2.com/products/givebutter/reviews) [ ![Donorbox](https://images.g2crowd.com/uploads/product/hd_favicon/7d182c09a146de8d4351586224c4d60a/donorbox.svg "Donorbox") Donorbox 4.6/5 (1,462) ](https://www.g2.com/products/donorbox/reviews) [ ![Bloomerang CRM](https://images.g2crowd.com/uploads/product/hd_favicon/bbbadb2cfe33347bec3bcdfc4544b51c/bloomerang-crm.svg "Bloomerang CRM") Bloomerang CRM 4.6/5 (882) ](https://www.g2.com/products/bloomerang-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/zeffy/competitors/alternatives) Zeffy Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6e6cb53f2ed4983b34af8cfdd53435c5/givebutter.png "Product Avatar Image") Givebutter 4.7/5 (2,141) [ Compare Now ](https://www.g2.com/compare/givebutter-vs-zeffy) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_10c0c0f181c572918b4ab8b2e1d6f3de/donorbox.png "Product Avatar Image") Donorbox 4.6/5 (1,469) [ Compare Now ](https://www.g2.com/compare/donorbox-vs-zeffy) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_927f4e96b48d625aaf475f2a46b74859/bloomerang-crm.png "Product Avatar Image") Bloomerang CRM 4.6/5 (898) [ Compare Now ](https://www.g2.com/compare/bloomerang-crm-vs-zeffy) ##### 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) ##### Explore More [ Best-rated CPQ platforms for startups ](https://www.g2.com/discussions/what-are-the-best-rated-cpq-platforms-for-startups)[ Which file recovery software has the most intuitive user interface and fastest learning curve? ](https://www.g2.com/discussions/which-file-recovery-software-has-the-most-intuitive-user-interface-and-fastest-learning-curve)[ FP&A Tools ](https://www.g2.com/discussions/best-options-for-fp-a-tools-in-2025) [ Top-rated tools for certification and compliance assessments ](https://www.g2.com/discussions/top-rated-tools-for-certification-and-compliance-assessments)[ Best platform for customer success management in the software industry ](https://www.g2.com/discussions/best-platform-for-customer-success-management-in-the-software-industry)[ Pros and Cons Details ](https://www.g2.com/products/zeffy/reviews?qs=pros-and-cons) Show More [ Best-rated CPQ platforms for startups ](https://www.g2.com/discussions/what-are-the-best-rated-cpq-platforms-for-startups)[ Which file recovery software has the most intuitive user interface and fastest learning curve? ](https://www.g2.com/discussions/which-file-recovery-software-has-the-most-intuitive-user-interface-and-fastest-learning-curve)[ FP&A Tools ](https://www.g2.com/discussions/best-options-for-fp-a-tools-in-2025) [ Top-rated tools for certification and compliance assessments ](https://www.g2.com/discussions/top-rated-tools-for-certification-and-compliance-assessments)[ Best platform for customer success management in the software industry ](https://www.g2.com/discussions/best-platform-for-customer-success-management-in-the-software-industry)[ Pros and Cons Details ](https://www.g2.com/products/zeffy/reviews?qs=pros-and-cons)