Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
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Description

Our user-friendly software is designed to address a wide range of fundraising requirements—whether you're planning a brief campaign, seeking to collect donations during an event, or in need of a sustainable, long-term solution. With Paperless, you can swiftly initiate marketing efforts for your organization and start accepting donations, ensuring you are ready for any immediate fundraising initiatives. Planning an event? Our platform facilitates a smooth experience for both your registrants and donors, from the registration process to follow-up communication after the event. To effectively achieve your organization's goals, it's essential to have a system for ongoing donations, rather than relying solely on events or short-term fundraising drives. Our software equips you with the necessary tools to manage and accept donations at every stage. For larger entities that handle numerous transactions, maintain extensive databases, and require tailored integrations with external systems, we can develop a personalized plan that meets your specific needs. Additionally, our platform is adaptable, ensuring that as your organization grows, your fundraising capabilities can evolve alongside it.

Description

Our CRM solutions are entirely cloud-based, ensuring that you can conveniently access your data and applications from any device, no matter your location or that of your customers. When we are asked to clarify what our services entail and the meaning of CRM, we enjoy breaking down the acronym, which stands for Customer Relationship Management, a concept that originated in the early 1990s. In its essence, it refers to how businesses manage their interactions and relationships with customers. Instead of physically managing these relationships through direct actions, we equip you with specialized software and IT systems that handle these tasks on your behalf. By utilizing our dedicated CRM, clients can experience heightened employee engagement, enhanced shareholder value, stronger customer loyalty, and improved customer satisfaction, all of which contribute to increased profits and expanded sales alongside greater customer traffic. Ultimately, our goal is to empower your business to thrive in an increasingly competitive environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Icon Systems Yes 
Salesforce Yes 
Virtuous Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Icon Systems No 
Salesforce No 
Virtuous No 

Pricing Details

$75 per month
Free Trial No 
Free Version No 

Pricing Details

$100 month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook 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 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Paperless Transaction

Founded

1998

Country

United States

Website

www.paperlesstrans.com

Vendor Details

Company Name

ProclaimCRM

Founded

1989

Country

United States

Website

www.proclaimcrm.com

Product Features

Church Management

Accounting Integration Yes 
Attendance Tracking No 
Child Check-In No 
Email / SMS No 
Event Management Yes 
Member Directory No 
Member Portal Yes 
Multi-Site Management No 
Online Giving Yes 
Pledge Management No 
Small Group Management Yes 
Volunteer Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management No 
In-Kind Donations No 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management No 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management No 

Fundraising

Alumni Management No 
Auction Management No 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management No 
Grant Management No 
Membership Management No 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management No 
Prospect Management No 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible Yes 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture No 

Product Features

Church Management

Accounting Integration Yes 
Attendance Tracking Yes 
Child Check-In Yes 
Email / SMS No 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Multi-Site Management Yes 
Online Giving Yes 
Pledge Management Yes 
Small Group Management Yes 
Volunteer Management Yes 

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