Full Service Solution

The xRM solution is a full-service solution for Non-profit and University constituent management and fundraising. It is designed to allow organizations to simplify and improve the processes of donor, prospect and gift management, and to provide outputs that help raise more money. The xRM solution sits on top of Microsoft Dynamics 365, i.e., the customer must either already have Microsoft Dynamics or must purchase that license as well. The xRM solution can be consumed (subscribed to) stand alone or bundled with Microsoft Dynamics.

There are two licenses available:

License Name Cost Functionality
Full Fundraising $159.00/month * Full Read / Write access to all Foundation components.
Read-Only User $24.00/month * Read only access to all records.
* Reporting & Dashboards
  • Full fundraising requires Microsoft Dynamics 365 Customer Engagement Plan (included).
  • Read-Only user requires Microsoft Dynamics 365 Team Member (included).
  • Storage is consumed/billed as part of your Microsoft Dynamics 365 subscription (sold separately).
  • This is a subscription based/on-demand model.
  • 12-month commitment required.
  • 10 users minimum.
  • For institutions with more than 500 users, campus wide licensing options are available.
  • Donor portals are available, and pricing can be determined as part of one-time implementation costs.
  • Professional services (configuration/customization/development) sold seperately.

What do I get when I sign up?

You get access to videos showcasing xRM's features and how we stand out from other soltuions.

Sign up for a full preview.