Monitor communication interactions, relationship details, notes, donation history, and other donor information.
Convert casual donors into committed supporters who stay connected through all available channels. With timely notifications about donor activities and key information, you can easily welcome new contributors, re-engage those who are drifting away, and consistently show appreciation to your dedicated supporters.
Personalize your approach to donor retention by understanding what makes each donor unique. Iroots’ donor management system provides the tools needed to build and maintain successful donor relationships.
Need to identify volunteers who haven’t donated this year, those with outstanding pledges, or major donors? Use rule-based segments to create dynamic lists that update in real-time with the precise donor data your organization needs.
Manage donor relationships, track funds, and oversee online fundraising campaigns from a single platform. Handle donor and volunteer management, monitor activities through detailed profiles and reports, and communicate effectively with built-in marketing tools.
Donation batches are automatically integrated into your bookkeeping, with all digital contributions tracked by donor and purpose through Iroots. Donors receive email receipts effortlessly, and you can quickly import offline donations for streamlined tracking.
Effortlessly generate monthly, quarterly, or annual giving statements with a single click. Choose to print and mail statements or send them via email.
Easily monitor pledges within your nonprofit CRM and generate reports to manage outstanding commitments. Track pledge fulfilment for various purposes and conveniently print or email pledge statements.
Accurate donation tracking improves a nonprofit’s operational efficiency.
Iroots simplifies boosting engagement by ensuring you connect with the right supporters at the optimal time.
Easily create personalized letters and emails with built-in mail merge, using dynamic contact lists from your database to engage your target audiences effectively.
Customize your thank you letters, email campaigns, and pledge reminders to align with your branding, enhancing both ease and impact.
Receive suggestions for optimal communication strategies, with prompts based on recent activities or important dates in your donor database, such as birthdays or anniversaries, to help boost donor retention.