It’s a Platform
Foundation xRM is built on the Microsoft Dynamics CRM platform. That means it can be customized, configured, integrated to and extended. That means no more building seperate mini-systems to do what your Advancement system can’t today.
Research & Prospect Management
From research to stage/moves management to team fundraising and more, we’ve got the best in the business that is configured to match your organizations unique processes.
Spiffy Security & Permissions
Every function, field, form and factor of Foundaiton xRM is designed with security in mind. Even multi-campus and departmental security.
With our dashboarding tools, each user role, team or user can personalize the data, tasks and outputs he/she wants right where it can be acted upon instantly, so there’s no wondering what needs to be done.
Access all over
Desktop. Laptop. Tablet. Phone. Outlook. Web. Foundation xRM is available in the places you need it.
Processing & Post-gift programs
It’s not glamorous, but it’s a vital function. We’ve made posting batches and gifts smooth and automated the follow-up functions like credits, matching gifts and receipting.
Marketing Automation & Events
From simple event invitations to complicated drip campaigns and marketing automation, we’ve got the goods nobody else offers.
What happens after the gift is processed? Are the follow-ups occurring? Are you losing the next gift because you’re not stewarding properly? Foundation xRM has the tools to help.
The Foundation xRM platform, based on Microsoft Dynamics CRM is also made for handling outbound and inbound calling campaigns and is a great tool for fundraising that’s totally integrated into your advancement system.