Cultivate great relationships with your donors by tracking follow-ups and donation history all in one place.
You’ll have a complete history of donations, activities, task and follow-ups for each donor in your database. Method allows you to track every interaction, whether by phone, email, fax, appointment, or fundraising event. Set reminders, schedule follow-ups, and assign tasks to staff and volunteers, so nothing gets missed.
Method:Donor gives you unlimited contacts per donor or vendor. QuickBooks only provides you with a “Contact” and “Alt Contact” for each organization, which isn’t enough. Method allows you to save the names, phone numbers, email addresses, and job titles of everyone you have contact with. Plus, the import/export tool allows you to quickly import all of your contacts from a spreadsheet or another CRM. You'll be up and running with Method in no time.
You don't need to clutter your QuickBooks file with potential donors or leads. By using the “Lead Status Only” field, new potential donors entered in Method don't sync into QuickBooks until you are ready. Your accountant will love you!
With Shared Calendars, you, your staff, and your volunteers can see each other's tasks and appointments. The drag-and-drop interface allows you to easily resize appointments, reassign appointments from one team member to another, or move them to another date.
Quickly create and send mass emails to your donors, members and volunteers with Email Campaigns. You can easily filter a list of members, like those who live in California, and inform them about this year’s event. You can also simplify your follow-ups using email templates you create. For example, use your “potential donor” template to follow-up and keep your hot leads hot!