FreshDex is designed for the special needs of non-profit organizations. The following features will help your staff improve their efficiency and effectiveness.
Manage Contacts
- Easy-to-use filter & search features
- Quickly add and edit contacts
- List a contact by individual or organization name
- Categorize contacts by your custom group names
- Search contacts using partial names
- Avoid duplicate entries with auto-alerts
- Export custom list of contacts into spreadsheet for easy import into email or other applications
- Track when entry was last updated
Track Donations
- Track & locate donations and donors by year, amount or type of donor
- Create tax receipt (PDF) for donor with one click
- Export donor list for use elsewhere
- Record important notes related to donation or donor
- Document foundation or other grant deadlines & outcomes
- Track when entry was last updated
Improve Communications
- Be assured that contact & other information is freshest on-hand
- Quickly view all entries updated within last 30 days
- Find preferred (and secondary) contact info for each individual or organization
- Use flexible address feature to adapt to variable country formats
- Keep notes to record staff comments related to individual or organization
- Print pre-formatted mailing labels with one click
- View or print address map for driving directions
- Allow simultaneous multi-user access
Fresh, Secure, On-Demand & Customized Access
- Web-based service gives you easy access from anywhere online
- Data security ensured
- Daily data backups
- Include multiple users with full or limited access
- Allow community members to update own contact information
- Free software upgrades
