Flipcause CRM (Beta)

The Flipcause CRM provides a comprehensive and centralized way for you to view and manage all of a supporter’s activity history and personal details in one place.

From the Contact Database, you’ll be able to better manage stewardship and communications and oversee fundraising efforts. All personal information and transaction data collected through your Flipcause campaigns is automatically synced with your Contact Database, and all supporter activity is aggregated into Contact and Group Profiles.

Contact Records Home

Contact Profiles

Contact Tags

CRM Custom Fields

Relationships

Annual Reports (Year-End Tax Receipts)

Group Records

Soft Credits

Contact Reporting

Payment Sources

Duplicate Check

Merge Manager

Data Import

Contact Fields

Documents

Communication History

Transaction Fields

Assign & Reassign Contact ID

Deleting Contact Records

Deleting Group Records

The Flipcause Contact Database Match Algorithm, Explained