Automatic Donation Tracking
FundHero's smart CRM (Contact Relationship Management) automatically creates donor accounts as well as donation records when money comes in. On each contact page, you can collect and store a complete picture of your donor, including phone calls, emails, and text messages to help you remember every conversation, pledge, and contribution.
Emails and Texts
Send follow up emails and text messages through the app, using one of FundHero’s pre-made templates. Communications are automatically saved in your donor’s timeline, so you never forget your last conversation or worry about whether or not you sent the follow up.
Tasks and Automatic Reminders
Don’t miss a follow up or let a donor fall through the cracks again. FundHero helps you create and assign tasks across your team to keep track of important follow-ups, outstanding pledges, or missed acknowledgements. Team members see all tasks to ensure nothing is forgotten.
Manage Contacts with Groups
Rally the team and organize your contacts with custom and premade Smart Groups. Know which donors came from where, pull event lists on the fly, or use FundHero’s automated groups to never miss a follow up or identify donors who may have fallen through the cracks.