Video Overview
Features
The Bonterra platform includes many features:
Donor Management
- Smart Donor Database
- Robust Contact Profiles With Custom Fields
- Duplicate Contact Prevention
- Custom Forms and Surveys
- Donation Auto-Sync to Donor Profiles
- Free Data Migration or DIY Import Option
- Reporting With Recommended and Custom Filters
- Groups and Smart Filters
- Pledge Management
- Quickbooks Online Integration
- Household Management
- Soft Credits
Communication
- Unlimited Email Blasts
- Fundraising Email Gallery
- Personal and Group Video Messages
- Built-In Fundraising Communication Plans
- Bulk Text Messaging
- External Email Tracking (Gmail, Outlook, and More)
- Direct Mail Management
- Automated Donation Receipts
- Groups and Smart Filters
- Event Invitations
- Custom Forms and Surveys
- Donor Communication Tracking
Online Fundraising
- Fundraising Pages
- Peer-to-Peer Pages
- Donations Synced to Donor Profiles
- Mobile Giving
- Text-to-Pledge/Text-to-Give
- Pledge Management
- Campaign Management
- Designations
- Flat 3% Donation Processing Fee
- Automated Thank Yous and Tax Receipts
Measurement and Tracking
- Unlimited Users
- Recommended and Custom Filters
- Campaign Dashboards
- Easy Reports
- Task Management and Reminders
- Track All Donor Communications
- Track Email Opens, Clicks, and Donations
- Fiscal Year Tracking and Reporting
Events and Auctions
- Registration, Ticketing & RSVP
- Livestreaming With Attendee Chat
- Sponsorship Solicitation & Management
- Donations and Tickets Synced to Donor Profiles
- Integrated With Donor Management
- Real-Time Giving Thermometer
- Automated Thank Yous and Tax Receipts
- Multichannel Registrant, Attendee & Donor Communication Tools
- Online Auction Capabilities With Outbid Notifications, Self-Checkout & More