Fundraising software

Our fundraising software ensures just one constituent record to capture all profiles, participations, transactions, and interactions-regardless of channel or type:

  • Flexible Participation Model.
    Constituents participate or engage with nonprofits in numerous ways. StratusLIVE offers full flexibility to capture all constituent engagements.
  • Constituent Profiles.
    Capturing and utilizing deep constituent profiles facilitates real relationship development-a key for fundraisers.
  • Transaction Profiles.
    Every transaction is automatically recorded in the same conveniently accessible format for ease of use, analysis, and reporting.
  • Interaction Profiles.
    Every interaction is automatically recorded for a complete historical profile of constituent communication.

Features Overview

Product Features

Feature  Description
Flexible Constituent Model Supports individuals, households and organizations.
Constituent
Profiles		 Track demographics, psychographics, relationships and communication preferences.
Constituent
Participation Model		 Engage constituents as donors, volunteers, retail customers, event registrants, members, employees, alumni, board members, and more.
Recognition Levels Recognize and reward constituent participation and moves management.
Social Networks Capture constituent participation in social networking sites and integrate marketing opportunities.
Motivational
Interests		 Learn what cause concepts interest and engage constituents for effective segmentation.
Wealth Profiles Apply integrated wealth screening and profile information to enhance major gift prospecting.
Major Gift
Prospecting		 Manage opportunities from inception with workflow and defined cultivation plans.
Interaction
Activity Plans		 Create/view future communication activities in Outlook (e-mail, tasks, appointments, letters, phone calls).
Interaction
Activity History		 View the history of communication activities for each constituent.
Comprehensive
Transactions		 Record pledges, gifts, matching gifts, non-cash gifts, grants, memberships, sponsorships, event registrations, and product orders.
Payment
Processing		 Receive, process and track payments via major payment methods.
Receipts and
Acknowledgments		 Send auto-generated standard or customized gift receipts and pledge acknowledgments
Campaign
Management		 Execute integrated marketing initiatives through multiple channels and track performance.
Event Management Manage the planning, marketing and registration processes for events and conferences.
Service and Case
Management		 Track services, service requests, complaints, information requests, cases and related outcomes.
Accounting
Integration		 Integrate with accounting packages through subledger-like capabilities and transaction extracts.

Platform Features

Feature  Description
Outlook Offline
Synchronization		 Take constituent data offline on laptops and synchronize updates upon reconnect.
Role-Based
Security Model		 Assign security roles to users and control access to both authorized data and functionality.
Data Migration
and Import Utilities		 Import data with an easy-to-use wizard. Validate results before committing to the database.
Point and Click
Customization		 Customize with point and click development tools to add new entities, attributes, relationships,
forms and workflows.
Duplicate
Detection Rules		 Create flexible rules and formulas for detecting
duplicate records via a wizard-based interface.
Flexible Workflow
and Alerts		 Deploy workflows and business processes with the workflow wizard and visual design environment.
Active Metadata
Repository		 Create, read, update, and delete metadata on the fly and create customizations programmatically.
Searchable
Knowledgebase		 Create searchable repositories of documents, forms, literature and content.
Flexible
Query Tools		 Filter and find information with the Advanced Find Query tool. Generate queries on any information in the database.
User and
System Views		 Use Advanced Find Query tool to create personal or system-wide views of filtered, constituent information.
SQL Reporting
Services		 Create reports with a wizard-based custom reporting interface or use the SQL Reporting Services.
Notification
Services		 Receive real-time updates and views of key indicator information via desktop RSS readers.
Software
Development
Kit and API		 Utilize the well-documented application programming interface model and .NET framework to build extensions in various programming languages.
Web Services
Architecture		 Extend and integrate with other applications with the dynamic web service interface.
Multi-Language
and Multi-Currency		 Support for global deployments in over 35 languages and 160+ currencies.
Online Resource
Center		 Web-based community for education, training, best practices, forums and relevant CRM information.