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ESPERAN™ Features and Specifications

Interpretive and Predictive Features
Assess fundraising sustainability and capacity in real time
Measure and track donor emotional engagement and connectivity
Measure and track board member engagement and performance
Continually track 1, 3 and 5 year donor renewal rates
Track asset donor performance against prospect potential
Continually track donor pool size against potential
Predict revenue and donor pool growth with specified assumption set
Full-video educational tutorials in strategic fundraising with interactive PDF’s
Full-video System user’s guide for fundraising

Track both individual and organizational contacts
Customize data captured about contacts with custom data sets
Add flags and/or keywords to records with tags
Create Smart Tags that assign flags to records automatically
Create and assign contact types to segment contact records; donors, volunteers, and members are assigned contact types automatically!
Create relationships between contacts, household contacts, and indicate shared communication information (address, phone number(s), and email address(es))
Add profile pictures and copies of documents to contact records
Will bulk update contact records

Task and Interaction Capabilities
Track interactions with contacts–phone calls, emails, letters and more!
Create and manage a to-do list from within the system
Set follow-up tasks and assign to team members
Set deadline reminders–in-system pop up notices and/or email reminders

Manage Donors
Track donations, pledges, and grants including recurring payments
Process matching donations
Track online and offline donations
Automate donation acknowledgments for online donations
Flexibility to customize acknowledgment letters by program, campaign, and/or fund
Print or email acknowledgments directly from within the system
Accept credit payments via our integration with Stripe
Tracks donor prospects at every stage of development
Research contacts’ previous giving history and net wealth via our integration with Donor Search
Set interactive donation asks – based on the donor’s past giving history – for online donations
Ability to process donations in multiple currencies

Ability to create multiple membership levels and multiple prices for each level
Create customized registration forms
Upgrade/downgrade members’ membership levels
Create recurring memberships and auto renewals
Provide gift memberships
Designate members-only pricing in shopping cart
Ability to create both organizational memberships and individual memberships

Create and manage an unlimited number of events
Review registration trends across all events through Event Dashboard
Incorporate barcodes for easy ticketing
Accept donations at event registration
Create online or private events for offline booking
Assign sponsors and sponsorship levels–and quickly and easily add sponsor logos to your website
Configure customer registration forms for each event
Manage wait lists
Email or print tickets
Log event expenses
Use the integrated event photo album to organize photos from your event
Quick ticketing feature allows you to sell tickets at the door quickly and easily–and is mobile compatible

Send fundraising letters, acknowledgments, and customized thank-you notes from within the system
Schedule and send newsletters and other communication
Create multiple newsletter lists to segment communications
Track communication history for each contact
View open and bounce rates for newsletter recipients
Communication templates use a drag and drop” interface for ease of use
Eliminates the need for separate communication tracking software
Ability to send email from directly with the system to one or more contacts
For those who opt to use a separate system for their newsletter, we integrate with MailChimp

Pledges/Grants Management
Schedule recurring pledges
Process pledges automatically
View history of pledges including upgrades and downgrades
Create batch pledge entries
Review outstanding and overdue pledges
Through dashboard, view pledges over several years
Manage grant applications from application to close out
Allocate grant payments to particular departments and programs; allocate funds from one grant to multiple departments/programs
Track both single payment and multi-payment grants; enter estimated payment schedules to track due dates and overdue payments
Ability to write custom reports on grant records–view your data by funder, award amount, allocation, paid/unpaid status, and more.

Direct Mail/Appeals
Develop universe estimates for email and direct mail appeals
Create targeted segments and suppression groups
Generate package counts by segment
Download output files for your mail house
Report on direct mail appeal response
Use Ask Arrays to tailor donor giving level options for mail and electronically

Customize dashboard to quickly view data that is critical to your mission
Create custom reports or save time with predefined reports–more than 100 default reports come with the system!
Export to Word, PDF, or Excel or print
Interactive HTML report viewer allows “on the fly” filtering and formatting of data displayed on the screen–great for easily analyzing data at meetings
Ability to group data any way you want–including by household
Sum, average, count and unique count data
Create cross-tab (matrix/pivot table style) reports quickly and easily–no need to export the data to Excel first!
Format reports with borders, shading, font color, font size, images, page numbers, headers, and more

Website Integration
Three ways to integrate your Fundly CRM with your website:
• WordPress plug-Ins for your WordPress Site
• MorWeb CMS for offsite event, donation, and membership pages linked from your site–MorWeb pages allow full customization to match your website design so users won’t even know they have left your site
• Donation Widget–quickly generate an HTML script to drop into your website that creates a donation widget on any page within your existing website
Integrate Donations, Events, and Membership into your website–accept donations, membership sign ups, and event registrations via your website and all data goes directly into your Fundly CRM, no separate data entry needed!
Includes donor portal with transaction history
Public profiles allow donors and members to log in and update their contact information

Point-of-Sale (POS) App for iOS
Integrates with Square/Square Register and CardFlight for credit card reader/swiper interface
Process Donations, Memberships, Event Registrations, Merchandise Sales, and more

* Service fees and credit card processing fees apply.

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