Leverage the full value of your relationships with donors, clients, voters and prospects by converting abstract relationship data into actionable intelligence.
- Manage the breadth of donor contacts & prospecting details, including out of office status, home values from Zillow®, address verification from USPS®, estimated annual income, and previous employers
- Ensure your efforts are directed to the right person with real-time lobbying registrations & terminations
- Extensive client-based tags & filtering options enhance targeting and engagement efforts
- Keep track of family, co-worker, PAC, and organization relationships in a single place
- Gain a comprehensive look into PAC relationships with extensive organization profiles
- Easily view recent communications, event attendance, and donations on a single display
Strategically manage the entirety of your client relationships with robust features for multi-client fundraisers and eliminate duplicative work.
- Manage staff contacts and view client events, contributions, FEC reports, and district demographics in a single place
- Know which donors have gone unreached and measure success with advanced targeting & comparison tools
- Set and achieve fundraising goals with real-time financial performance dashboards
- Quickly generate scheduling reminders and updates for client staff
- Maximize your clients' time with tools to manage, export, and analyze scheduling availabilites
- Demonstrate the value you deliver with comprehensive reports & exports
- Help clients remain compliant with FEC or state regulators with instantly-available compliance reports
Streamline the meticulous work that goes into planning powerful events and stay focused on raising serious money.
- Plan events faster with intuitive features to manage guests, pledges, and staff
- Coordinate trip logistics with tools to manage lodging, transportation, and catering contracts
- Collaborate with your team on trip planning tasks and documents
- Instantly create invitations and online RSVP forms
- Easily send guest reminders, client & firm staff updates, and host confirmations
- Manage venue and vendor relationships, menus, food & beverage minimums, and private room availability
- Securely solicit, store, and export confidential attendee details for events featuring VIP dignitaries
Gain total control over your financial operations, manage complex transaction lifecycles, reduce collection time, and ensure regulatory compliance.
- Manage pledges, payments, and financial performance for multiple clients on a single platform, helping you see the full picture of your firm's activity while staying attuned to each clients' needs
- Efficiently match pledges to event attendance at the point of RSVP
- Easily identify under- and over-limit donors to target your efforts to the right people and keep your clients compliant
- Reduce outstanding contributions with automated collections notifications and features to ensure check requests are directed to the right treasury contact
- Effortlessly generate client FEC & state compliance reports
- Monitor check shipments, seamlessly create shipping labels, and generate packing lists for deposits in transit
- Find untapped PAC donors and compare performance using detailed FEC competitive financial performance analysis
- Securely accept online donations for your clients with unlimited, customizable contribution forms
Raise serious money, increase event attendance and engage new donors with powerful, targeted fundraising communications.
- Target the right donors and measure your success with coordinated email & direct mail campaigns
- Effortlessly streamline call time with contextual prospecting reports, keeping clients on-message so they know what to talk about and for how much to ask
- Identify which donor sources are untapped or require follow-up and focus your communications to the right audience with Partyline's extensive targeting features
- Increase online engagement with embeddable email capture forms & event-triggered on-boarding actions
Coordinate and centralize your team's personal interactions with donors and clients, keeping everyone informed and ensuring no details get lost in the chaos.
- Quantify your efforts and defend your work by tracking team interactions, event ideas, and committments with donors and clients
- Gain added context to your relationships, keeping track of the breadth and reach of your enterprise in a single place
- Delegate tasks and ensure follow-through with interactive management dashboards