Create a Social CRM Experience

Automate workflow
Configurable, role-specific workflow automation enables automation of all business data and processes. A social CRM system that provides a centralized hub for updating all interactions and milestones will help fundraisers manage opportunities and workflow. These tools allow fundraisers to set due dates, priority, status and other task information, allowing them to monitor the tasks they’ve assigned, keep track of progress throughout the organization and ensure projects are completed on time. This results in consistent, best-practice approaches to report on information organization-wide.