Office Hours: Mastering Donorbox CRM for Nonprofits

Struggling to keep track of your donors and streamline your fundraising processes? Our new Donorbox CRM is here to help you save time!
Join us for an interactive session to learn how to effortlessly manage donor relationships and simplify your fundraising workflows with powerful, easy-to-use features. Say goodbye to outdated spreadsheets and messy data and hello to efficient, effective fundraising.
In this online session, you’ll learn how to:
✨ Utilize the Mail Center: Centralize donor communications and send personal emails directly from Donorbox.
🤖 Leverage the AI Assistant: Use AI-driven insights to tailor messaging that immediately resonates with your supporters and streamlines planning.
📊 Master Segmentation: Organize and target donors based on their unique characteristics and preferences for personalized and effective engagement.
💲 Manage Transactions: Easily track cash, checks, in-kind donations, soft credits, and pledges to ensure accurate records.
🔄 Handle Recurring Payments: Cultivate dedicated donors to maximize your fundraising.
In just 45 minutes, you’ll master the newest nonprofit CRM and be ready to elevate your fundraising efforts and foster stronger donor relationships with less manual work.

Key Chapters:
00:00 Introduction
03:13 Poll: Desired CRM Features
04:12 Six Key Benefits of CRM
07:42 What Sets Donorbox CRM Apart
09:25 Supporters Dashboard
15:56 Mail Center
17:49 Groups
21:51 Tasks
22:49 Transactions
26:23 Recurring Payments
27:14 Reports
29:15 Feedback
29:42 Conclusion

About Donorbox:
Donorbox is a powerful, secure, and user-friendly online and on-location fundraising platform designed to help nonprofits maximize their fundraising potential. With seamless integration, customizable donation forms, and advanced fundraising tools, Donorbox has processed over $2 billion in donations and is trusted by more than 90,000 organizations worldwide.

Find out what Donorbox can do for you: https://bit.ly/3xQCqzQ

Disclaimer: The information provided in this series is for educational purposes only and does not constitute legal or financial advice. Please consult with a professional advisor for specific guidance.

Find us and Follow Us on Social Media:
Facebook:   / donorbox  
Twitter:   / donorbox  
LinkedIn:   / donorbox  
Instagram:   / donorbox  
TikTok:   / donorbox  

Explore Nonprofit Fundraising Resources: https://donorbox.org/nonprofit-blog
Join us on upcoming Webinars: https://webinars.donorbox.org/
Listen to the Nonprofit Podcast on-the-go: https://podcasts.apple.com/us/podcast...
Checkout the Donorbox Academy Courses: https://academy.donorbox.org/

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