Donor Management and CRM

Make every donor feel like your only donor. Capture every interaction (donations, events, peer-to-peer, and more), automatically tied to each constituent profile.

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When your fundraising tools and CRM are unified, every interaction builds a fuller picture of your supporters.

One profile, every touchpoint

Donations, event registrations, peer-to-peer pages, and more are instantly tied to the right donor profile—no syncing or manual entry.
Less busywork, more relationship-building

Skip the exports, manual data cleanup, and tool-hopping. Streamline operations so your team can focus on meaningful donor engagement.

Smarter, more personal stewardship

Segment donors, assign tasks, and personalize outreach—so every donor feels known and appreciated.
Clean, connected data you can trust

Your data stays accurate, deduplicated, and reporting-ready in real time—so you always have confidence in your next action.

Our old platform was really hard to navigate. And since joining CauseVox, we’ve gotten rave reviews about the usability of the platform. We’re really excited about how this tool has really helped us.

April Hearne Amigos International
Clean Data

Keep your database organized, accurate, and up to date

Automate data entry, eliminate duplicates, and standardize information so your CRM stays clean without extra effort.

Automated input

Donations, event registrations, and auction bids flow seamlessly into the CRM with no manual data entry needed.

Verified addresses

USPS verification ensures all addresses submitted through forms are standardized and ready for mailings.

AI-powered deduplication

Detects and merges duplicates with semantic matching, keeping your database clean, tidy, and accurate.

Real-time sync

All supporter actions are captured instantly—so your CRM reflects real-time donor behavior and engagement.

Connect to Constituents

Tie every action to the right supporter

See the full picture of your donors and their relationships through dynamic profiles that grow with every interaction.

Connected entities

Understand how individuals, households, and organizations are linked to support more strategic stewardship.

Complete donor history

View every gift, interaction, and engagement tied to each profile so your stewardship is always informed.

Tie to contact records

Automatically match donations and activity to existing profiles, or create new ones, with zero manual work.

Soft credits

Track donor influence by crediting peer-to-peer fundraisers, matching gift providers, or solicitors for each gift.

Build reporting-ready fundraising at the source

Tag and batch gifts with the structure you need for clean reconciliation and insightful reporting across your organization.

Bulk batches

Enter offline gifts and pledges in bulk, tie them to constituent profiles, and keep your books clean and current.
Funds, campaigns, and appeal tags

Categorize every donation using tags that support operational, campaign, and financial reporting.

Campaign codes

Assign accounting or GL codes to transactions for detailed reconciliation and ROI tracking..
Task Management

Spend time on those that matter the most

Organize and track fundraising tasks with you and your team so no donor gets left behind.

Allocate specific tasks to team members, ensuring clear responsibilities and streamlined workflow in fundraising efforts.
Collaborate on tasks by incorporating notes and tagging team members for efficient teamwork.
Organize and visualize all fundraising activities and deadlines in a unified calendar, enabling better planning and coordination.
Set up alerts for important tasks and deadlines to ensure no fundraising opportunity or follow-up is missed.
Donor Segmentation Stewardship Board
Stewardship Tracking

Turn stewardship into a repeatable, scalable system

Utilize pipelines and portfolio views to create a stewardship engine, whether it's a first time or major donor.

Visualize and manage the progression of donor relationships through customizable stages, enabling strategic engagement and follow-up.
Get an overview of your entire donor portfolio at a glance, allowing for quick assessment and personalized strategy development for each donor.
Set and monitor specific fundraising objectives, ensuring you stay on track to meet your targets through measurable outcomes and milestones.
Integrated Outreach

Engage donors easily with integrated communications

Send donors personalized email or text messages, while keeping a record of communications in their profiles.

Email

Craft and send personalized email communications to engage donors, announce events, and share updates directly to their inbox.

SMS

Utilize text messaging to instantly reach out to donors with timely alerts, reminders, and calls to action, enhancing engagement.

CRM AI Report

AI-powered reports

Ask questions like “Who are my most engaged new donors this year?” and get an instant, auto-generated report with actionable insights.

CRM LYBUNT template report

Template reports

Use built-in templates for common fundraising views like LYBUNT, SYBUNT, donor retention, campaign performance, and giving history.

Dashboard widgets

Customize your dashboard with real-time widgets that visualize key fundraising, donor, and campaign metrics at a glance.

Query builder

Build complex, cross-cutting reports that span donations, registrations, peer-to-peer fundraising, and contact data—giving you a full picture of your donors.

Filter and segment tools

Slice and dice your data by campaign, tag, gift size, date, and more—so you can surface the exact insights you need for every decision.

Quick exports

Export data in seconds to CSV or Excel with just the fields you need—perfect for finance, board reporting, or bulk actions.

Dashboards and Reporting

Get the answers you need without a data scientist

Access real-time dashboards and powerful reports—no coding, formulas, or complicated exports required.

Donor & Member Portal

Empower supporters with a self-service experience

Streamline access and minimize administrative tasks by giving supporters and donors the convenience of a self-managed fundraising portal.

Launch fundraising pages

Participate in fundraising activities by creating personal or team fundraising pages.

Register for events

Purchase tickets or take registrations through the member portal.

Self-service profiles

Enable supporters and donors to effortlessly access and self-manage their contact profiles, keeping their information up-to-date.

Update payment methods

Easily modify and add payment cards or bank accounts for hassle-free donations.

Modify recurring and pledge donations

Easily access, adjust, and update both recurring donations and pledge payments.

View participation and donation history

Access a history of contributions for easy tracking and reference.

Bring your fundraising vision to life

Need something tailored instead of out-of-the-box? You dream it, we build it. Work hand-in-hand with us to create your own fundraising platform that perfectly align with your vision.

Learn About Bespoke
custom fundraising solutions

Unlike other fundraising platforms, CauseVox puts the control in my hands. The flexibility of the platform allows me to create campaigns that look and feel like it’s part of my native website. This goes a long way for donor trust and conversion.

Kenny Kane Testicular Cancer Foundation
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Pro-Level Tools, Entry-Level Pricing

Fundraise at No Cost

With the Free Plan, fundraise without any licensing or platform fees. Donors can provide an optional tip to CauseVox, and nearly all your payment processing fees will be covered.

Elevate Your Fundraising

With the Premier Plan, opt for the ability to turn off optional tips to CauseVox. Benefit from expedited support, reduced platform fees, and enhanced customization options.

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Ready to Unify Your Fundraising?

Sign up for a free account or schedule a demo today to see how CauseVox brings together fundraising tools, donor data, and campaign design under one powerful platform.

Fundraise for Free
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