Full donor management is available with our Essentials, Pro and Pro Plus plans and provides the same CRM capabilities as the basic donor management plan below with the following additional features:

• Email Template Customization
• Sorting of Supporters into Groups and Segments
• Conversations Module
• Custom Forms
• Merge Supporter Records – Resolving Duplicates
• Admin Permissions to control what each admin can view/edit
• Sponsorship-specific options such as notifying admins of past due sponsorships, hiding fully sponsored sponsorships from the sponsorship page, showing past due online sponsors an alert in their Donor Portal
• Supporter Activity History
• Head of Household designation
• Admin Tasks & Reminders
• Supporter Notes
• One-to-One Supporter Communication from the Supporter’s Record
• 1,000 text messages per month for the Essentials plan
• 2,000 text messages per month for the Pro and Pro Plus plans
• Email Tracking is available on the Pro and Pro Plus plans only
• API Access is only available on the Pro Plus plan

Basic donor management is available for our Sponsorships and Fundraising plans and includes the following CRM capabilities:

• Sponsorships
• Donations
• Basic Supporter Profile Information
• Custom Fields
• Donation History
• Supporter Contact Methods
• Sponsorship History
• Contribution Statements
• Mail Merge
• Ability to track Supporter Donations and Sponsorships
• Automated Emails sent from REACH using a base REACH email template that can not be edited
• 500 text messages per month
• Site Integrations (Google Analytics, Mailchimp, Facebook Pixel for Ads, 360MatchPro by Double the Donation)

The Donation Details Report and the Sponsorship Activity Report, among others, are available with both options.

For information on our plan levels, visit our Pricing page.