www.raisefundswithease.guru
@Ease is a system built on Microsoft Azure that can be either cloud-based or installed on individual workstations and tablets. With an interface that will feel very familiar to Microsoft product users, the software provides a streamlined approach to managing a fundraising program.
The system tracks individual donors and corporate/organizational donors in separate sections, with the ability to collect a good amount of information for both types of constituents. You can track up to two addresses, four phone numbers, and two emails for individual donors (or twice that number if you designate two individuals in a couple using the “significant other” functionality) and multiple office addresses for corporate contacts. The system does not provide householding, but the significant other function links the profiles of up to two household members for a shared donor summary and it can track other relationships, as well as company employees. All constituent interactions can be logged in “Dickens,” the system’s contact manager, which provides the ability to track conversations with donors and can also sync with an organization’s Google Calendar to manage reminders, calls, and meetings.
The system supports volunteer interest and volunteer credential tracking and some event registration and management functions. Campaigns are set up based on fiscal years and are further categorized with campaign types and campaign codes. The pledge module is used for both pledges and recurring gifts. iATS payment processing allows PCI-compliant storage of account numbers for credit cards and EFT monthly donations, which are run automatically each month.
Online donation forms (as well as other types of online forms) can be embedded on your website and the system compares records for possible duplicates when you import donations. You can send receipts in a variety of formats: e-receipts, PDF receipts, and printed receipts. Email receipts are sent through your server via SMTP. An integration allows you to easily send lists to Constant Contact for bulk email sends.
No specialized knowledge is required to run reports or queries. The system comes with a number of canned reports that can be viewed as tables, graphs, or charts. Vendor-created queries can be used to do bulk operations and export data for use in other systems. You are not able to create custom queries or reports, but the vendor will do so on request for no additional cost and the vendor implements all client requests for queries into the software for other clients to use as well.
An import tool automatically runs duplicate checks and alerts you to possible duplicates. The software includes robust help tools and training resources. The built-in Knowledge Management System organizes information by function and provides quick access to any information, such as a rich tutorial area with guidelines and how-to guides. Training opportunities are offered throughout the year.
Rather than using a subscription model, clients purchase the system for $11,000, which allows for five users and unlimited records. Batsch Group offers a lease-to-purchase option for approximately $430 per month over a three-year period, after which the only cost would be for a support agreement. Additional licenses are $400 per person and the annual support contract is $2,100 per year. This pricing includes Microsoft Azure set up and the Donate Now online fundraising solution, as well as data management consulting services via the support contract.