Rich Text components

You can connect your tasks to donors, set reminders, and tie actions to follow-up workflows so nothing falls through the cracks. Those tasks are then added as activities on that donor record.

Yes! You can record volunteer hours, notes, or interactions just like donor engagement to keep the full relationship in view.

Yes! You can build lists using filters like giving history, frequency, dates, interests, tags, and custom fields. Then use those lists or tags to build automations and send targeted emails or text messages.

Yes! You can add tags for interests, campaigns, events, or any grouping your organization uses. Marketing Lists in DonorDock are dynamic, as well as reports.

Yes! You can build workflows using automated tasks, donor journeys, and email tools to guide donors from first gift to long-term engagement.

Yes! DonorDock’s CRM has project management features built in and connects your gifts, campaigns, and contacts directly to projects, tasks, reminders, and activity timelines so donor work stays organized.

DonorDock ships with over 30 pre-built reports for you to use including LYBNY, End of Year Statements, and more. You can create unlimited custom reports and save them as well. You get dashboards for giving totals, new donors, retained donors, lapsed donors, average gift size, and campaign performance to name a few.

Yes. You can track engagement, recency, frequency, retention, and giving patterns over time. DonorDock comes with over 30 pre-built reports for you to start using right away and you can build unlimited custom reports.

Yes. You can export donor lists, gift reports, and filtered segments directly into CSV or Excel files.

Yes! Integrations allow donor information, payments, and contact records to stay consistent across systems. With the most common integrations built in for syncing with Quickbooks, OneCause, GoFundMePro, and over 5,000+ app available through Zapier, you can sync to your other tools.