Kintera Sphere CRM - Donor Management
 Kintera Sphere CRM (Constituent Relationship Management) helps you centrally record and manage the most important aspects of your relationship with your constituents. Build more complete constituent profiles with extensive standard profiles, custom fields, and dynamic segmentation. Automatically record both online and offline interactions for a more complete view of your interactions. Track your constituents’ relationship with your organization, other members of their household, as well as other constituents in your database. Run campaigns and appeals with greater efficiency and reporting.
We offer both database migration and integration services for in house and commercial legacy systems such as GiftMaker Pro, Team Approach®, The Raiser's Edge®, and DonorPerfect™.
Kintera Sphere CRM - Donor includes all of the benefits of CRM, plus additional functionality to help you manage relationships with donors, work with greater oversight of donor activities and histories, and plan and execute your financial development efforts.
Donor Management Features
- Letters and Acknowledgements – Ensure your donors are acknowledged promptly and consistently for their donations, pledges and payments. This feature provides both single and batch acknowledgement processes to generate and record acknowledgement information for each gift. Create multiple letter templates with Microsoft Word® inserting Sphere merge fields which provide a wide range of donor and gift information to personalize each acknowledgement.
- Gift Processing – Manage a broad range of gift types such as straight donations, pledges, recurring gifts, gifts of stock, real estate and in kind. You can also edit, reverse, and write-off gifts, and track lifetime giving history such as last gift amount and highest gift amount.
- Development Campaign Manager – The Gift Processing feature interfaces with Development Campaign Manager providing access to all campaigns. Users are able to record pledges, apply payment, and specify donor designations for one or more payments from the same donor. Additionally, users can optionally identify solicitors and matching gift opportunities; apply soft credits and memorial/tribute recognition for all gifts. Development Campaign Manager also links with other fundraising activities in Sphere, such as e-mail appeals, for complete oversight of campaigns.
Standard CRM Features
- Households – Group individuals into households and manage household records.
- Addresses – Manage multiple sets of custom addresses for each constituent.
- Salutations – Select from 30 standard salutations or create custom salutations for each record.
- Financials – Manage purchases, gifts (single and recurring), pledges, and soft credits.
- Interactions – Centrally record your constituents’ online and offline activities.
- Relationships – Manage relationships between constituents such as employer / employee. An integrated Sphere of Influence system visually displays the connections between your prospects.
- Advanced Query Tool – Build and save complex queries built against any field.
- Segmentation - Use simple folders to create and save segments and mailing lists.
- Custom Fields - Create and organize custom fields for constituent records.
- Administrative Privileges - Manage user access to specific functions or constituent data.
Special Add-on Features
- P!N Electronic Screening®* – Easily find, profile, monitor and rank the wealth in your database, using the most powerful prospect screening tool available.
- CASE® Matching Gifts Clearinghouse* – Get details about the matching gift policies of your constituents’ employers. Uncover additional streams of gift revenue that you might otherwise be unaware of.
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