Bright Sight Ventures

Precheck

1 review

Precheck eliminates manual gift entry by automatically pulling donations from Givebutter, offline gifts, DAF disbursements, checks, and gift spreadsheets directly into your CRM. Precheck currently supports DonorPerfect, with additional CRM integrations in development. Instead of dumping data in and hoping for the best, Precheck shows you each incoming gift and lets you confirm the match to an existing donor or create a new profile, so your donor database stays clean instead of filling up with duplicates. Precheck remembers those matches and learns your gift classification rules, so the more you use it, the less time you spend reviewing gifts. Setup and implementation are handled for you by the Precheck team, so there's no technical lift on your end. Once you're live, you and your team manage day-to-day donor matching and gift review right in Precheck's interface, no more chasing down data across five different sources before you can trust your numbers.