Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At Beacon, we hold the conviction that charitable organizations should have access to exceptional software that is not only user-friendly but also adaptable and aesthetically pleasing. Our charity CRM represents a revolutionary approach, utilizing cutting-edge technology and design standards to streamline the management of your organization. You will truly appreciate the ease it brings to interactions with donors, fundraisers, and other stakeholders. Consolidate all pertinent information related to your marketing initiatives, while also managing applications, monitoring availability, skills, and DBS details effortlessly. Additionally, you can effectively oversee significant contributions and nurture relationships with involved individuals. Wave farewell to cumbersome spreadsheets and outdated systems, and welcome a contemporary charity CRM where all essential data is housed securely in a single database. Recognizing that each organization has unique needs, you can customize record types and fields to align perfectly with your requirements. Work collaboratively with your teammates in a secure dashboard that updates in real-time, enhancing productivity and teamwork across your organization.
Description
Charity Tool is a software solution tailored for Canadian charitable organizations, streamlining the process of printing and emailing tax receipts that comply with CRA regulations, thereby saving time and effort for administrators. It allows for the efficient management of donor details and transaction histories, facilitating a deeper understanding of donors to enhance the success of the charity. Users can easily capture contact details of donors while also searching for existing contributors interactively. The system supports tracking an unlimited number of donations and pledges, enabling the creation of detailed profiles for individuals, households, and businesses. It also allows users to jot down notes about each donor to keep track of important events and locate donor addresses via Google Maps. Donors who are not required to receive tax receipts can be flagged, and any information gaps can be monitored. Additionally, the software assists in managing fundraising campaigns by providing insights and analyses of organizational activities. Payments can be automatically matched to pledges, allowing for tracking from single payments to complex recurring donations, and facilitating the management of donation records linked to specific accounts. The tool can generate reports on collected, uncollected, and unfulfilled pledges, offering a comprehensive overview of the charity's financial landscape. Furthermore, the intuitive interface ensures that users can navigate easily, making it accessible even for those less tech-savvy.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Drupal
Yes
Gmail
Yes
GoCardless
Yes
Google Analytics
Yes
Mailchimp
Yes
Microsoft Outlook
Yes
PayPal
Yes
PayPal Point of Sale
Yes
Sage 100
Yes
SendGrid
Yes
Integrations
Drupal
No
Gmail
No
GoCardless
No
Google Analytics
No
Mailchimp
No
Microsoft Outlook
No
PayPal
No
PayPal Point of Sale
No
Sage 100
No
SendGrid
No
Pricing Details
$25.23 per month
Billed annually
Free Trial
No
Free Version
No
Pricing Details
$400.00/year
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Beacon
Founded
2017
Country
United Kingdom
Website
www.beaconcrm.org
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Product Features
Donation Management
Campaign Management
No
Donation Tracking
No
Donor Database
No
Event Management
No
Gift Management
No
Grant Management
No
In-Kind Donations
No
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
No
Receipts / Statements
No
Recurring Donations
No
Volunteer Management
No
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
No
Contribution Tracking
No
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
No
Gift Management
No
Grant Management
No
In-Kind Donations
No
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
No