Deputy director: Record donor payments as CRM opportunities

Deputy directors miss donor info when payments aren't recorded, harming stewardship. Ensuring stewardship starts quickly and revenue is visible in the donor pipeline.

Overview

Missed CRM records hurt stewardship and obscure revenue for small nonprofit development teams. This workflow captures completed payments as donor contacts and membership opportunities so stewardship begins quickly and revenue is visible; development teams report faster handoffs and zero missed follow-ups.

Notable Features

Create or update donor contacts
Convert payments into opportunities
Alert development team for stewardship