Improve donor retention and increase net revenue
Nurture relationships. Manage donor and prospect data and interactions. Gain actionable donor insights, identify opportunities, and build, test, and employ campaigns accordingly.
Allegiance CRM software is specially designed to help you find and convert prospective donors and nurture your relationship with existing donors so you can improve donor retention and increase revenue.
Mobile Web-Based Reporting
Web Pledge & Surveys
Pledge & Payment (Donation Processing Software)
Online & Interactive
Corporate Matching Gifts
Thank You Gifts
Major Donor Campaigns
Gather, store, and deliver usable data.
Gain actionable donor insights, identify opportunities, and build, test, and employ coordinated multi-channel campaigns accordingly.
- Allegiance organizes your data into user-defined account types. You can use separate account types for things like capital campaigns, membership, underwriting, volunteer, and auction.
- Ask questions on your pledge page or dedicated survey pages without worrying about mapping fields and importing data.
- Track and store behavioral data. What program were they watching when they called in their pledge? What pledge page performed the best? How did you acquire donors with the highest lifetime value?
- Engage your donors online to self-manage account and payment information and deliver targeted messaging.
Take the guesswork out of fundraising and engage with people most likely to donate.
Gather and store wealth intelligence. What donors have the potential and inclination to give larger gifts? What’s the best way to approach them? Our software gives you the power to answer these questions so you can focus your efforts and produce better results.
Automated functions help you move donors along the pipeline.
Our software has built-in smart functions to handle daily, monthly, and on-demand tasks. Membership functions know who’s expired, who’s already renewed, which accounts have lapsed. You don’t have to worry about setting up complex segmentation for things like reminders and thank yous.
Marketing functions automatically push highly targeted content.
Cultivate major donors using automated action plan templates and libraries. Major gift officers manage their accounts with their own task management systems and calendars that synchronize with a mobile app.
Push targeted content to donors’ online accounts automatically. When they log in they’ll see messaging generated based on their profile and account status.
Streamline employee workflow
Enhance customer service with contact management tools that generate reminders and alerts. Manage workflow and automate follow up with action plans, templates, calendars, and task management tools.
Secure hosting with continual access to your data
We host your software in a hardened and secure data center that gives you continual access to your data. Our robust computing engine and data storage vault ensures you get the most value from your investment.