Contact Management

DonorView helps you store important constituent information, relationships, communications, and attachments, all in one secure place.

Every detail. Every connection. All in one secure place.

DonorView centralizes constituent data so your team can stay organized, collaborate efficiently, and build stronger relationships that drive lasting impact.

Keep Information Organized & Easily Accessible

• Create unlimited constituent profile records
• Easily keep track of any constituent’s past gifts, documents, event attendance, volunteer time, memberships, survey/form responses and more
• Place constituents in user-defined categories and email lists
• Flexible search & filtering across constituents
• Make notes on a constituent’s record for future reference and schedule follow-ups automatically
• Notify users of important information regarding the constituent in a scrolling tickler field
• Add constituents to a family or household
• Include a constituent’s employer and job title for full relationship reporting
• Tag anonymous donors for public reporting
• Track companies by industry for robust reporting
• Export all constituent data directly to Excel

Build Robust Relationships between Constituents

• Create automatic relationships between Employer & Employees
• Quickly establish user-defined relationship types
• Categorize relationships between family, business or any other description
• Hyperlink directly to related profiles
• Easily see who works at a certain company

All the Communication Tools You Need in Just One Click

• Maintain multiple addresses, phones & emails for each constituent
• Store constituents’ social network pages, including their website, blog, Facebook, Twitter & LinkedIn accounts
• Personalize your communications using constituent profile details
• Send Newsletters/Campaigns via integrated Email Marketing
• Request feedback using online Surveys and Polls
• Create email lists based on specific profile or gift data
• Click on an email address to send an individual email
• Easily add a button on your website for constituents to join your email lists
• Allow constituents to view previous email campaigns with a Campaign Archive on your website
• Track phone calls, emails, events or any other type of interaction with your constituents
• Create and assign follow up tasks to others in your organization
• View a list of your open follow up tasks
• Save mail merge letters as documents to constituents records

Simply Attach, Categorize, Store and Access Unlimited Documents to Any Constituent Record

• Attach unlimited documents to constituent records
• Add tags to each document for easy searching
• Categorize documents with user-defined categories
• Create hyperlinks to documents stored online
• Export lists to Excel that contain hyperlinks to the documents stored

DonorView helps nonprofits organize constituent data, strengthen relationships, and drive engagement for lasting impact and growth.