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Kintera Sphere CRM – Prospect 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 complete database integration solutions for in house and commercial legacy systems such as GiftMaker Pro, Team Approach®, The Raiser's Edge®, and DonorPerfect™.

Kintera Sphere CRM - Prospect Management includes all of the benefits of CRM plus tools that enable opportunity management of prospects through a solicitation and stewardship cycle. Create custom stages to suit your fundraising cycle and custom form fields so staff can input information on opportunities at each stage. In addition volunteer tools enable effective management of staff and volunteers through the major gift campaign process.

Prospect Management Features

• Opportunities – Manage prospect opportunities through a solicitation cycle. A built-in robust task manager lets you set deadlines, priorities, statuses and other task information to ensure projects related to the opportunity are completed on time and with greater accountability. Set up internal automatic e-mails whenever stages are reached. Create custom stages to suit your fundraising cycles and custom form fields so staff can input opportunity information at each stage.
• Volunteers – Save time proactively collecting updates from volunteers by allowing them to log updates online. Share prospect profile data and campaign stats and other data with volunteers based on access rights you determine. Volunteers get to manage solicitations in a collaborative online environment. Volunteers can also recommend and request prospect assignments.

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

• Donor Management* – Development Campaign Manager allows you to process gifts and manage campaigns with greater efficiency. Allow a prospect list to be selected for each campaign to coordinate gift solicitation. Assign campaign solicitors and solicitor goals. Opportunities features are linked through Development Campaign Manager enabling prospect management for identified constituents.
• 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.