• Unparalleled support service
• A complete solution for your development office needs
• Manage donors and constituents and manage mailing lists
• Easy central access to all donor and constituent data
• Create unlimited codes
• Over 175 user-defined fields and interest boxes
• Ability to do partial "finds" on multiple fields
• On-screen field-level help
• Our manual contains tutorial and reference sections to provide step by step directions
• Tickler system for tracking "to-do" tasks, including a popup calendar showing when tasks are due
• Screen labels can be changed to your own wording
• Multiple levels of customizable password protection
• Get the latest program updates via the Internet
• Windows and Macintosh platforms available

Gift features

• Easy entry of gifts and pledges
• Split gifts between multiple designations, appeals, letters, etc.
• Deductible/non-deductible amounts
• Choose receipt type as gift is entered
• Automatic pledge crediting
• Gift Entry & tracking by
  • Donor
  • Amount
  • Appeal
  • Designation
  • Pledge
  • Dates or periods
  • Matching gifts
  • Worker
  • In Memory/Honor of
  • Memo line
• Integrates with many general ledger and accounting programs
• Integrates with spreadsheet programs
• Automated giving level clubs
• Manual and automatic soft credits, phantom gifts, etc.
• Print receipts as gifts are given and/or print end-of-year receipts
• See summary of giving by year, first/last gift, etc.
• Complete pledge module
  • Flexible payment schedules
  • Multiple pledges per constituent
  • Thank you's
  • Reminders
  • Activity and cash flow reports
  • X-athon pledges

Mailing features

• Personalized receipts and letters with internal or external merge capabilities
• Integrates with CASS and NCOA and other bulk mailing programs
• Bar coding on envelopes and labels
• Individual or batch printing of letters, receipts, address labels, envelopes, packing labels
• Track effectiveness and cost of appeal letters
• Easy export for mailing house use Ability to import and export updated address information from clearing house
• Bulk EMail with merge fields

Specialty add-on modules

POSWorks module

Point-of-Sale module for sales, invoicing, subscriptions, rentals, counseling hours, etc.

Client Intake module

Tracks client information, medical history, pregnancy results, etc. for Pregnancy Resource Centers.