These communication channels can be linked as triggers for activities such as thanking for donations, reminders, or for onboarding for autogiro donors.
Charity and fundraising systems
Choose a complete CRM for your charity or fundraising system. Access automatic flows that increase efficiency in your organization and still offers better personal communication.
Do you need a solution to support your donors?
Our charity and fundraising system solutions are configured to match your specific gifting types and operational rules regarding donation, which enables automating these processes. Based on various triggers, you can contact your donors to enable personal communication even with larger volumes.
Customize your fundraising system and CRM
Implementing a new solution most often involves some kind of modifications. This is where we differ from standard solutions. Fundraising organizations generally have many common characteristics regarding processing flows but still have unique rules for their donors. We consider the following: We make sure to configure your fundraising CRM to include from the start to provide the functionality and requirements you need, rather than “design away” part of a solution at the end.
Softadmin® – One platform, all your processes
Our Softadmin® platform has standardized component that can be easily built to your specific needs. This enables fast implementation of specified functionality or quickly creating a POC based on your operational needs.
The platform is the foundation for all our systems and is continually developed to meet new standards, as with web browsers. Moreover, we upgrade the platform regularly (usually four times a year) to add new or improved functionality. This means your charity or fundraising system stays modern, which you can upgrade and expand to match your growing or changing operations.
A CRM that manages individuals, companies, and contact persons. Enabled to look up and update addresses, selections, and contact support.
Gifts can be stored and used for segmentation for necessary communication with your donors.
We can set rules during configuration for periodic donations, including periodicity, length, and communication for starting, ending, or increasing sums.
Billing and reminders
This processing can be fully automated based on how the donation agreement is configured. We can build in processing support or full automation to match your needs for system functionality.
We can integrate with the payment solution you already use, such as Bankgiro, Plusgirot, SwedbankPay, or DIBS.
Other periodic products
You may also need support for subscriptions, insurance, or membership? These can be configured and included in your CRM for fundraising.
Based on set system rules, donors are assigned to segments you can use for either manual or automatic communication.
If your organization uses campaign oriented activities, we can select including functionality enabling packaging campaigns and marking mass-mailings and replies for subsequent follow up, and then measure the value of your fundraising activities.
The right view for the right user
All users in the system are assigned a functional permissions (which can also be combined with data permissions) so they see the functions, with the data, they need. This makes Softadmin® the optimal solution for organizations whose structure involves a wide variety of users.
Notifications and activity management
Make sure that nothing falls through the cracks, use your system to notify users about what and when ‘to do’ deviations, or relevant actions specific to your organization. Notifications can be presented as a list on the start page, and possibly combined with an email or text.
In our project we consult on whether you want to use Softadmin® reports for follow-up and supplement these with BI tools, such as Power BI.
Softadmin® can communicate via the CRM several ways, such as via email generated from Softadmin® or integration with, Apsis, Mailchimp, and similar. Text messages can also be sent using our partner or if you want to use your current provider.
— Per Leander, General Secretary of the Barncancerfonden (Swedish Childhood Cancer Fund)
“We simply needed a more flexible, easy-to-use, and smarter systems to grow with.”