The xRM advantages
From research to stage/moves management to team fundraising and more, we’ve got the best donor management software in the business that is configured to match your organizations unique prospecting relationship building processes.
Research at your fingertips
Most advancement offices feel like they’re stuck putting data into a system that does little more for them than hold the information. xRM was built with outputs in mind and research at your fingertips.
- Where do your donors and prospects live?
- What donors are you under-serving?
- What potential major donors do you not even have on your radar?
- How can you be more efficient with your time and focus on building better relations?
Foundation xRM makes it easy to surface these answers in a way that they can immediately be addressed. From communication automation to research request workflow, you’ll want to see what we’ve got.
Prospect management challenges
One of the challenges Advancement offices have faced in the past is that the software they use is designed to be very vanilla and may not meet the needs of their prospect management process.
- Who needs to be called today?
- What tasks need to be performed for a proposal?
- Who’s involved in the gift?
- What stage are my proposals in?
And beyond that, the tools for successfully managing the proposal process have been nearly non-existent. It all changes with xRM.