Zeffy Features

Based on 321 Zeffy reviews. Reports on various important data and metrics.

The ability to track each interaction with donors and maintain a record of their giving history. 311 reviewers of Zeffy have provided feedback on this feature.

Based on 306 Zeffy reviews. Tools to automate a variety of processes such as email marketing and emailing receipts.

As reported in 303 Zeffy reviews. Profiles for each donor including contact information, interaction history, and giving history.

Based on 48 Zeffy reviews. 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. 46 reviewers of Zeffy have provided feedback on this feature.

Based on 47 Zeffy reviews. 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. This feature was mentioned in 46 Zeffy reviews.

Based on 45 Zeffy reviews. Creates custom fields to track information about donors or gifts that is specific to an organization.

Based on 319 Zeffy reviews. 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. This feature was mentioned in 324 Zeffy reviews.

As reported in 310 Zeffy reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

Based on 301 Zeffy reviews. The ability to set up recurring donations of a specific amount at a chosen interval.

Based on 289 Zeffy reviews. 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. 305 reviewers of Zeffy have provided feedback on this feature.

As reported in 304 Zeffy reviews. 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. 40 reviewers of Zeffy have provided feedback on this feature.

Based on 47 Zeffy reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Based on 41 Zeffy reviews. Stores event registration and ticketing information collected through online forms or manual data entry.

As reported in 40 Zeffy reviews. 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. 38 reviewers of Zeffy 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. 36 reviewers of Zeffy have provided feedback on this feature.

Enables gift acknowledgment and letter and electronic communications with constituents. 39 reviewers of Zeffy have provided feedback on this feature.

As reported in 38 Zeffy 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.

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 34 Zeffy reviews.

Analyzes effectiveness of an organization's various marketing activities This feature was mentioned in 34 Zeffy reviews.

Based on 31 Zeffy reviews. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Based on 36 Zeffy reviews. 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) This feature was mentioned in 35 Zeffy reviews.

Provides fund accounting support to track payments receivable and pending. This feature was mentioned in 34 Zeffy reviews.

Supports online donation and event registration processing and imports fundraising data into records. 37 reviewers of Zeffy have provided feedback on this feature.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. This feature was mentioned in 31 Zeffy reviews.

Works across multiple software systems or databases This feature was mentioned in 13 Zeffy reviews.