The address management in unitop NPO Fundraising is the customer-relationship management for your organization that was developed specifically for non-profit organizations. Here is the central place for all contacts managed by your organization with all data that is relevant for you. Potential customers, donors, sustaining members, partners and other contacts.
unitop NPO differentiates between company and person contacts so that even complex organizational structures can be visualized. All modules and features of unitop NPO consistently access the central data of the CRM. Changes or additions to data have an immediate effect on all areas and departments of your organization thanks to the integrated approach. Information that is relevant for you from other areas of unitop NPO is also accessible in the CRM.
Flexible factboxes on the contact card of the donor show information on donation products (e. g. regular donations, sponsorships, etc.), payments from financial accounting, the number of inheritance or administrative fines processes as well as the last time you contacted the contact.
It goes without saying that the access to the different kinds of information is regulated by the authorization structure of unitop NPO. unitop NPO offers assistance for classifying tables and table fields regarding contents that might be relevant for GDPR and supports you when you inform your contacts about the data you store and in anonymizing data.
You have a donor with multiple addresses? This is not a problem in unitop, where you can register as many addresses as you want. You can also decide which address you prefer for the correspondence, even if it is only temporarily. Initiate thank-you letters directly out of the system with the mail-merge function and store your correspondence automatically in the digital record of the contact.
This also works with e-mails from Microsoft Outlook, of course. Thanks to the possibility to integrate unitop in the Microsoft Office 365 landscape, the communication with your donors and sponsors is strengthened in the long term. You can access the master data of the sender directly through the Outlook add-in and change the contact or donor information conveniently directly in the e-mail program.
The professional salutation management ensures the storage of academic titles as well as titles before and after surnames. It also ensures the storage of partner information and the choice of the correct salutation, so that you will always address your donors correctly. Connect several contacts with each other and determine in which way they are related. Plan your interactions with the integrated task management and have them visualized on your dashboard in clear, virtual task cues.