Automatic Donation Tracking
FundHero's smart CRM (Contact Relationship Management) automatically adds donor accounts as well as donation records to your database when money comes in.
Donor Profiles
See a complete picture of your donor in one glance.
Contact History
Remember every conversation by tracking phone calls, emails, text messages as well as pledges, and contributions - automatically saved in your donor’s timeline.
Contact Groups
Keep your contacts organized with by segmenting your list with groups.
Smart Groups
Custom or pre-made smart groups help you identify contacts that need attention. Whether you have outstanding pledges, miss acknowledgements or overdue tasks, Smart Groups make donor management easy.
Activity Tags
Assign tags to donations, pledges, tasks and actions to track sources and keep your activities organized.
Contact & Contribution Imports
Switching has never been that easy. Import your contacts list as well as donation records.