The 360-degree supporter view
Interactive supporter relationship view
Embedding our analytics into Smart View turns a charity’s onerous back-office process into an intelligent delivery of supporter information from multiple platforms, giving the fundraiser a 360-degree view of the supporter’s contact with your organisation.
Smart View presents the critical stats at the click of a button, in a visual format, as well as sortable, searchable data grids. The Summary displays collate the supporter’s active and recent lapsed giving histories, how that’s impacted by Gift Aid, and what media and data are stored and available.
Some of the new features we are working on are exportable data, downloadable supporter statements, propensity scoring, regional comparisons, and filtering donations and histories by data source (CRM, online or offline).
Smart View will simply become even more intuitive as our clients request more features.
Whilst we do not claim to be a CRM, we offer the benefits of combining data from your own CRM and other offline and online data sources into a 360-degree view of your supporters.
We have three levels of subscriptions and products can be purchased individually or you can combine for a powerful fundraising tool. Contact us to get a tailored quote based on your requirements. We’ve outlined example costs based on just our Smart View product.
Accrue, draft, submit and claim income through our powerful gift aid audit management toolLearn more
Creating beautiful interactive data visualisations with our in-built Microsoft Power BI toolLearn more
Media Hub is our cost-effective and intelligent media storage and retrieval solutionLearn more
Reporting is our simplistic but powerful in-built reporting solution download, email and share reportsLearn more