Take steps to prepare your version 2.0 account for use now. Even prior to migration, you will have access to your version 2.0 account so you can begin to get used to the look and feel of the new platform.
Log into your account to add/edit your organization's information, add users, and add activate additional features.
As an admin user, you will be able to create user roles, which allow certain permissions for CRM users within your organization.
Add the users to your organization to give them their own CRM access
Your organization's logo will be used throughout the CRM for default templates. To add your logo, under Account, go to Organization Info to upload your logo.
Start Fundraising with Fundly CRM. Import Past Donations, enter new donations, track your campaigns, and much much more!
Acknowledgment Settings need to be set in order to receive/enter Gifts through the CRM. These setting will determine your default templates that will be used to acknowledge gifts or pledges received by your organization
Your organization’s ability to get the most out of its data depends on the “quality” of its data. One important aspect of data quality is ensuring that there are no duplicate records for the same Contact. When Contact records are imported from other database systems, or when new Contact records are added, duplicates of the same Contact data can sometimes be created inadvertently.
One important aspect of data quality is ensuring that there are no duplicate records for the same Contact. Hygiene Rule will help keep your system clean and will provide prompts to notify you if you have entered data that might be considered a duplicate.
An email newsletter can be a fairly simple but effective addition to your nonprofit’s overall web presence. It can help you not only connect with donors, volunteers, and supporters but also maintain these relationships and keep your nonprofit on the top of people’s minds, thus increasing the likelihood they’ll continue to support you long into the future.
Integrations and Online Payments
If you were using pages in Version 1.0 to receive online donations, sell event tickets, and process memberships, you will need to reconfigure the pages in version 2.0. For assistance email email@example.com
Training and Support
Schedule Initial "One-on-One" training
After your sign-up, a member of our training department will reach out to you to schedule your initial one-on-one training.
Once you are up and running with Fundly CRM, for continued support, you can email firstname.lastname@example.org with any issues, questions, or feature requests. Create a Zendesk User to manage your support tickets, feature request or
If you would like to receive Phone support, you can activate Phone Support in your Account Settings under My Account
Below you will find the link to download the NPE v2.0 Getting Started Guide