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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 Wave farewell to cumbersome spreadsheets and outdated systems, and welcome a contemporary charity CRM where all essential data is housed securely in a single database.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 

Screenshots View All

Screenshots View All

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 
Stripe Yes 
Wix Yes 
WordPress Yes 
Xero Yes 
Zapier Yes 
dotdigital Engagement Cloud 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 
Stripe No 
Wix No 
WordPress No 
Xero No 
Zapier No 
dotdigital Engagement Cloud 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 

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