Know your supporters

Manage comprehensive lists of donors, members, volunteers, affiliates, community groups, prospects, or any other groups you define.

Optionally fine-tune the lists by classifying each person’s specific involvement–talents, interests, role within your organization, communication network, and participation in past projects and events.

Locate individuals or groups based on their classifications with fast and easy search tools using single or multiple criteria.

Access information instantly.  See at a glance complete donation and pledge summaries, complete classifications, detailed notes on any personal contacts, and all fund raising appeals made to any individual.  Easily sort, order, and group your supporters in comparative lists with a click of the mouse.

Keep donors involved

Analyze donor trends to precisely target specific groups–increase the effectiveness of your donor mailings, telemarketing, or personal contacts.

Select donors for letters or calls based on their donation history.  For example, select all donors who have given over $100, but who haven’t donated in the past 2 years.  Further, you can instantly view a summary of donor’s first, last, highest, yearly, or total donation amounts and dates–placing selected donors in order from highest to lowest donation amounts.

Keep Telemarketing, Donor, and Newsletter lists alive using special tools to refine your criteria for inclusion.  Flexquest then automatically evaluates and updates your lists based on your defined standards.  When telemarketing projects have been completed, dispositions, new phone numbers, and donor requests returned by the telemarketer can electronically update your list.

Convey your vision

Send and receive records in electronic form to and from mail houses, telemarketing firms, affiliates, chapters, and others.

Send highly individualized letters and email to any selected groups.  Employ easy to use data variables and professional word-processing style formatting (fonts, color, bold, italic, bullets, indents, etc.).

Save on postage by eliminating duplicate names and by interfacing to address services that update your list with USPS National Change of Address (NCOA) and address standardization to lower your mailing rates.

Track larger lists of prospects in a separate form to keep your basic list of supporters more compact.  Then keep in touch periodically with these prospective supporters.  Easily convert these prospects to active supporters without data re-entry, import new names, or temporarily combine prospects and supporters for special purposes.