Get valuable at-a-glance knowledge about your supporters' personal details, affiliations, relationships, activity history, communications history, and more!
Manage recurring payments, refunds, event & volunteer check-ins, subscriptions, peer-to-peer pages, and much more from a single dashboard.
Easily create, save and export comprehensive & customizable reports to gain actionable insights into your supporter base and improve your communications with donors.
With all of your supporter data in a single cloud-based platform, it's easier than ever to increase engagement with those who matter.
All activity from your Flipcause engagement tools automatically funnels into your supporter profiles. After that, it's super simple to add new data enhancements for complete, actionable information.
No complex configurations needed - Flipcause CRM works right out of the gate!
All supporter payment tokens are securely encrypted and kept on file in each supporter profile, streamlining future engagements! It's easy to convert your one-time supporters into recurring donors or subscribers without re-collecting payment information. Increased recurring revenue is just a few clicks away!
We know how much you must love compiling year-end reports and annual tax receipts. But what if your friendly CRM could do that job for you?
Flipcause CRM automatically compiles tax receipts for all your supporters and creates annual reports, making your end-of-year a little more...sane.
With a full individual history of each of your supporter's activity, transactions, communications, relationships, and group affiliations, you'll be able to focus on building personal relationships and growing your impact.
Visible, high-level stats like All-Time Contributions, Average Contribution Amount, and Total Volunteer Hours, along with custom reports like LYBUNT and SYBUNT, help you get the data you need quickly and efficiently.
You can add as many custom fields to your account as you need. You can then add custom fields to any form or tool you use to process payments and collect data. The fields will automatically show up in your reporting as sortable columns. Whatever the use case, Flipcause ensures you get the data you need.
Speed up report generation by setting up a custom export profile. Choose any fields you want exported, name it and save it. This report will be ready for you the next time you need to quickly pull the same report. This works great for common reports that integrate into other systems like email marketing or CRM.
Flipcause is much more than just static data. You can issue refunds, download and resend receipts, cancel event tickets and volunteer shifts, add notes to transactions, and much more. With this increased operational efficiency, you’ll be able to spend more time on what really matters.
Search all of your records to find exactly who you are looking for. Filter reports based on date, campaigns, activity type, and more to compile a specific list of people to reach out to. Because all of your data is stored in the cloud, it’s accessible anytime on any device.
Did you get a check in the mail or receive a payment in cash? You can record these offline payments in Flipcause, input as much data as you want, and even send a tax deductible receipt. Flipcause helps you centralize all your records for bookkeeping and marketing regardless of where you received them.
Visualize your transactions with location heatmaps and activity charts. Visualization provides valuable insight of data so you can take the necessary action to increase engagement. Enjoy!