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AccuFund CRM

A customer relationship management system designed by AccuFund.
Questions about AccuFund CRM? Call (800) 827-1151 and talk to a software expert now.

The functions and tasks performed by Development Directors, Administrative Staff, Volunteers, Board Members, Accounting Staff, Data Managers, and Marketing Teams can be achieved with the core fundraising components that are all available through the donated Enterprise Edition Licenses on the Force.com Platform.

Now given the opportunity to work together in a centralized place, organizations can provide this efficient tool for all staff members to coordinate efforts, strengthen communication, customize functionality and improve efficiency.

The AccuFund CRM core components include: * Donor & Relationship Management * Donation Tracking * Marketing Campaigns * Reporting, Analytics & Forecasting * Social Networking * Pledge Management * Approvals & Workflow * Email & Productivity * Content Library & Document Managment * Honor/Memorial Tracking * Much More

Customize your AccuFund CRM with additional applications that offer specific and extended functionality.

  • Real Time Online Forms
  • Moves Management
  • Membership Management
  • Volunteer Management
  • Mass Email Communication
  • Direct Mail Merge
  • Duplicate Record Management
  • Online and Recurring Donations
  • Credit Card Processing
  • Event Management
  • And more

There are over 1,000 applications that have been approved for non-profit use at discounted rates.

Application Integration

AccuFund CRM is built on an application based platform that allows users to customize their system by downloading applications from the AppExchange, an online marketplace. Like downloading a game or a catalog to a smartphone, non-profits have the ability to download and integrate applications for direct mail merging, email marketing, payment processing and more to their AccuFund CRM solution.

AccuFund CRM provides the most effective, affordable and useful applications for non-profit organizations. The AccuFund CRM team compares, presents, implements and trains on these applications to ensure that our clients are making the most of their CRM solution.

Customize your AccuFund CRM with additional applications * Real Time Online Forms * Moves Management * Membership Management * Volunteer Management * Mass Email Communication * Direct Mail Merge * Duplicate Record Management * Online and Recurring Donations * And more

There are over 1,000 applications that have been approved for non-profit use at discounted rates.

Data Services

AccuFund CRM Data Migration Services migrate your data from your current fundraising solution(s) to AccuFund CRM. Our data services help reduce the costs and risks of IT initiatives by accelerating data migrations, lowering labor expenses, minimizing lease and maintenance overlaps and virtually eliminating application outages.

By accelerating the data migration, it can help you deploy smarter and more cost-efficient technologies with minimal disruption to your organization.

Data services offered:

  • Data Analysis: The AccuFund CRM data team works closely with your organization to understand historical data and future data expectations.
  • Complete Data Migration: The AccuFund CRM data experts will migrate all needed data to the Force.com platform.
  • Data Cleansing (Dedupe, Reformat, data optimization): Successfully migrate your data into AccuFund CRM to start your organization off with the best versions of your data files.
  • Address Verification (NCOA, CASS and more): Compliment your database with address verification services to ensure data integrity.
  • Data Enhancement (Wealth Management, Alumni, Reporting & Moves Management): Identify major gift opportunities, data inconsistencies, duplicated records and more with AccuFund CRM.
  • And more

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