FIMS CRM


Manage donor relationships more effectively

shadow

Effectively cultivate, share, and leverage collective constituent knowledge across your organization with MicroEdge FIMS CRM, a tailored version of Salesforce CRM, the leading cloud computing CRM application.

FIMS CRM is a web-based solution providing comprehensive, integrated CRM capabilities with your FIMS system. Gain a more holistic view of constituent relationships while establishing processes for donor cultivation. FIMS CRM allows you to spend more time developing relationships, and less time administering them. With FIMS CRM you can:

Streamline prospect development process

Route new leads and track important activities and dates associated with specific opportunities. Easily assign tasks to staff for targeting donors. Review forecasts and dashboards for a big picture view of your prospect pipeline and close probabilities.

Effectively manage constituent information and activities

Gain a holistic view of constituent history by tracking and documenting interactions and activities within a single constituent record. Completed tasks in FIMS CRM are sent to FIMS to create Contact records, and vice versa, maintaining a complete activity history in both systems. Easily identify Profiles for targeted campaigns by segmenting constituents based on their activities and interests.

Plan and organize special events and conferences

Manage all details related to your events in one central location. Track RSVPs, registration fees, and guest information, as well as manage budgets, expenses and revenue. Capture complete event information by recording volunteer, sponsorship and vendor information. Export received fees and donations for entry into FIMS via the Gift Import.

Establish consistent, time-saving processes

Create standard email and letter templates for consistent and timely communication to all constituents. Leverage FIMS CRM functionality to set up an internal workflow to manage your donor relationships and facilitate the sharing of information.

Flexible reporting features

Generate reports about your constituent activities such as events and campaigns. Easily run queries to get the information you need in a custom format. Create dashboards to see visual representations of your prospecting activities. And do more powerful reporting by including gift or grant information, filtered by Affiliation codes.

Synchronize data with FIMS and Online Fundraising – Powered by Kimbia®

Data and activities from profile records are automatically synchronized between both FIMS and FIMS CRM, eliminating the need for duplicate data entry. Historical gifts, grants, pledges, and fund balance information from FIMS is automatically pushed to FIMS CRM. Our new Online Fundraising solution – powered by Kimbia® gives you access to donor and community engagement forms and tools. That information now flows seamlessly into FIMS CRM.

Convenient, online access to constituent profiles

FIMS CRM is accessible at anytime, anywhere via the Internet. A user-friendly interface provides simple navigation and customizable page layouts to meet individual needs.

Learn more about the new version of FIMS CRM. Read the press release

View webinars on the benefits of online donor relationship management:

View Webinars

Request Info

Call us: 888.388.1289

or


Request Form

Donor Management

FIMS CRM is just one piece of the complete Donor Management solution.






Donor Management Slideshow


Attract and Grow Donor Relationships with MicroEdge’s Donor Management Solutions: A 2-Minute Introduction.

Download slideshow




Recent News




Upcoming Events