Full project · CRM · Fundraising
Or Menachem CRM
A call-centre CRM for donation drives — donor lists, live calls, payments and receipts in one place.
Overview
A fundraising call-centre CRM: donor lists are handed out exclusively so two representatives never work the same donor, calls and events are documented, and donations are taken and receipted without leaving the donor card.
The challenge
A phone room with several representatives double-calls donors, loses follow-up dates, and issues receipts by hand after the payment has already cleared.
What we built
Exclusive list assignment that returns idle donors to the pool, donations taken from the donor card with receipts attached automatically, one-off and standing-order payments through Tranzila that sync cancellations back, and payment links sent by WhatsApp or SMS.
Who it's for
Fundraising call centres and the representatives working donor lists.