CRM Integrations

VolunteerEasy

Is the easiest way to recruit, connect with, and manage volunteers who are the lifeblood of your organization. LEARN MORE>>

Fundly

Crowdfunding fundraising solution for individuals and organizations. LEARN MORE>>

POS App (iOS)

The CRM POS app (iOS for iPad ONLY) is the quickest way to process payments linked to your CRM.

FEATURES

• Process Donations, Event tickets, Memberships, and other items 
• Integrates with Hardware from Stripe OR Cardflight for swiping credit cards
• Integrates with Square/allows users to use use Square with the CRM
• $500/year paid add-on

Activate the POS App, by going to Main Menu: Add-Ons and More inside of the CRM. Click on the green Activate button under POS App. The credit card on file for your account will be charged $500 as soon as you click Activate. Fundly support will be notified you have requested the app and we will email you a link to download/install the app on your iPad.

To LEARN MORE email: pos@fundly.com.

Stripe

Process credit cards through both your website and direct entry into the CRM using our integration with Stripe, one of the leading credit card processors. Learn More>>

CardFlight

Cardflight's SwipeSimple platform, includes card reader hardware, that link with the CRM's POS mobile app. Enabling Financial Institutions, Independent Sales Organizations (ISOs) and Merchant Service Providers to offer their merchants a great solution for accepting payments on smartphones and tablets.

To LEARN MORE email: pos@fundly.com

Square 

Use their free Square magstripe reader or their newest reader to take chip cards and NFC payments—or slip an iPad into Square Stand to swipe credit cards anywhere with the Fundly POS app! 

To LEARN MORE email: pos@fundly.com

Quickbooks (Online)

FundlyCRM gives your organization the ability to map every single line item in your transactions/invoices to QuickBooks. With our automatic batch updating integration, your organization will have up-to-date information on every single donation, registration, or payment you need to track.

FEATURES

• Create invoices and receive payments from the CRM’s Financials Module
• Sync transactions with your QB Online — with automatic duplicate prevention
• Saves hours of staff time through automation and eliminates need for importing and exporting data LEARN MORE>>

Mailchimp

FundlyCRM has fantastic HTML Email capabilities built in. However, for those looking to harness the power of MailChimp, we are proud to offer a 2-way integration.

FEATURES

• Create Segments and push Segments to MailChimp
• Automatic update of contact records
• See email history in the contact record in FundlyCRM for all communications sent through MailChimp LEARN MORE>>

360 MatchPro by Double the Donation

Find hidden/untapped donations and boost your employer matching gifts revenue through our integration with 360 MatchPro from Double the Donation.

FEATURES

• Automatically collect employer match eligibility information and receive instant notification of which donations are eligible for an employer matching gift
• Automated tools for applying for match funds from employers LEARN MORE>>

Donor Search

Donor Search takes the guess work out of Fundraising, making it easy to find hidden major gift prospecting your donor list. With DonorSearch analytics and modeling, you can accurately determine which prospects are more likely to give in the future and give more. FundlyCRM provides one of the most comprehensive integrations in the industry.

FEATURES

• Deep integration means all your constituent records with Mailing Addresses will automatically display 4 key metrics directly on the contact record. 
• Upgrade features give you all key wealth data directly onto the contact record. No Popups or Redirects.
• Built in Search with Donor Search data means that you will now be segmenting and slicing the data directly in FundlyCRM
• Integrated into Advanced Search and Reporting. LEARN MORE>>

   

For Address Verification, we integrate with the two largest providers of Address Verification services:

US Geocoder

AND

Smarty Streets

FEATURES

• Autofill, Verify and Geocode addresses
• Address verification in batch or data entry mode so you never have to worry about bad addresses LEARN MORE ABOUT SMARTY STREETS>>
• LEARN MOREABOUT US GEOCODER>>

Google Maps

FundlyCRM integrates Google Maps in a number of different ways to make data entry and Event Location listing easy.

FEATURES

• Streamlined Contact Entry - Put in the Street Address and Zip and FundlyCRM will fill in the rest of the information. 
• Event Location - Put in the Street Address and Zip and FundlyCRM will automatically generate the Google Map for the Event Location for your Event Listing.
• Find a Constituent on Google map with a click of a button. 

Wordpress 

Wordpress is one of the most widely used CMS’s to manage websites. We have a complete integration into WordPress of every single module in FundlyCRM.

FEATURES

• Complete control over Style Sheets for all CRM Plugins to match your online brand presence.
• Plugins for Event Listing and Ticketing, Donations (including Fund selection), Memberships (Join, Renew and Gift), Membership Directory, Shopping Cart and Profiles (including Constituent Profile Management, Transaction History, Event Tickets and Membership renewals) LEARN MORE>>

Have questions? Email plugins@fundly.com

UJoin

UJoin Makes Advocacy easy. UJoin is a first of its kind app that gives you the same tools used by policy pros, along with some brand new innovations. Influence legislators, Import live bill data and build your list.

FEATURES

• Single sign-on
• 2-way Contact sync
• Automatic district update within FundlyCRM
• View advocacy engagement directly in FundlyCRM
• Integrated into Advanced Search and Reporting LEARN MORE>>

Exago

The CRM's custom reporting capabilities are built on Exago, a powerful business intelligence tool that puts the power of data reporting and analysis at your finger tips.

FEATURES

• Multiple user interfaces from simple to robust to accomodate a variety of user needs
• Multiple report formats including cross-tabs and dashboards for maximum reporting flexibility
• Ability to embed charts, graphs, live/clickable URLs, drill down links, and more in reports
• Ability to add formulas and functions in reports and ability to create custom functions
• Ability to export reports/data in .xls/.xlsx, RTF, PDF, and .csv formats
• Interactive mode that allows "on the fly" analysis, sort, filtering, and more LEARN MORE>>

Power BI

The CRM's Smart Dashboards are built on Power BI by Microsoft, a business analytics tool that makes data visualization easy and accessible with simple controls. Check out the CRM's Smart Dashboards to see Power BI at work.

FEATURES

• Advanced reporting and data visualization with the push of a button
• Simple, easy to use filters and controls gives users access to both summary and drill down data
• Control of table and chart sort order and sort field
• Ability to export both summary and drill down data to Excel LEARN MORE>>