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LevCharityLevCharity
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LevCharityLevCharity
  • Understanding the CRM: Donors, Fundraisers, and Relational Grouping
  • Importing Contacts and Logging Offline Donations
  • Tagging, Segmenting, and Bulk Actions in the CRM
  • Connecting Salesforce, Raiser's Edge NXT, or Admire
  1. Home
  3. CRM and Donor Management

CRM and Donor Management

Manage donor profiles, segment your audience, merge duplicates, and log offline donations in LevCharity's CRM.

Connecting Salesforce, Raiser's Edge NXT, or Admire

Sync LevCharity donor data with Salesforce, Blackbaud Raiser's Edge NXT, or Admire on Growth plans and above.

Importing Contacts and Logging Offline Donations

Import your existing donor list into LevCharity and manually log cash or check donations to keep your CRM complete.

Tagging, Segmenting, and Bulk Actions in the CRM

Use tags and segments in LevCharity's CRM to organize donors and take bulk actions like emailing or merging duplicates.

Understanding the CRM: Donors, Fundraisers, and Relational Grouping

Learn how LevCharity's CRM organizes contacts across three views and how data flows in automatically.