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Solution » DirectToCRM
DirectToCRM, built on the Microsoft CRM 4.0 platform, is a productivity tool for organizations with extensive relationship building needs. DirectToCRM is designed to help organizations increase the involvement of donors, volunteers and other supporters in the important activities of the organization. This new application helps organizations with donor development, missionary recruiting, local chapter offices and volunteer management departments, streamline and automate relationship building efforts in these important areas. For more detailed information visit: www.DirectToCRM.com.

DirectToCRM offers increased functionality to create personal communications, track contacts and present results. Other functionalities include:
  • Quick email campaigns and tracking
  • Constituent history of activities, purchases and giving at a glance
  • The ability to work on the road, disconnected from the database
  • Mobile connectivity to the application via smart phone or PDA
  • Workflow rules and processes
In addition to these advanced tools, DirectToCRM features real-time connectivity to the DirectToDonor database so that all contact, giving, coding, communications and other donor records reflect the information found in the DirecToDonor database allowing organizations to maintain a single database of donor information. This product will greatly enhance the productivity of those organizations that rely on strong relationship building as a key component to ongoing success.

DirectToCRM is a Microsoft ISV Solution
DonorDirect is a Microsoft Certified partner
DirectToCRM.com