Engage

by Connect Cause

Engage is a Constituent Relationship Management (CRM) platform built specifically for nonprofit organizations. This program revolutionizes nonprofit operations by collecting and managing data for your organization.

Fighting for a cause has never been easier.

With a stunning interface and usability, Engage will help you streamline operations by tracking, managing, and reporting on your constituents. 

Visually-appealing reports and graphics allow you to analyze trends and make informed decisions regarding your organization.

Fighting for a cause has never been easier.

With a stunning interface and usability, Engage will help you streamline operations by tracking, managing, and reporting on your constituents. 

Visually-appealing reports and graphics allow you to analyze trends and make informed decisions regarding your organization.

Engage CRM

Free for Nonprofits

Apply Now

Manage fundraising campaigns

Track volunteer hours

View and analyze donations

Manage constituents

All of your data in one place.

Whether it’s managing people or managing projects, Engage is your go-to resource for entering, collecting and reporting on data.

Constituents

Add and then easily search for constituents and review a detailed history of their interactions with your organization. Log calls and meetings, record activities, take notes, send e-mails, schedule follow-ups, add to-do’s, and assign actions to colleagues all from one place. Create intake protocols and forms with custom sections and fields to capture specialized details for different types of constituents.

Donors

Capture every bit of relevant information you can gather about donors. Track their contributions, event participation, and communications. Define custom sections and fields to record specialized details used for targeting appeals to donors. Link donors to each other, employers, and other organizations to identify potential new sources of contributors, sponsorships, and volunteers. Analyze donor characteristics, interests, participation, and contribution history to target appeals for new and existing campaigns. Generate detailed reports to support requests for grants and matching contributions.

Volunteers

Track each volunteer’s interests, skills, and availability. Define volunteer opportunities, send targeted requests for assistance based on volunteer characteristics, and schedule participation. Log volunteer hours, generate reports for agencies and sponsors, award commendations, and send appreciation messages one-off or in bulk.

Free Application for Nonprofits

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Campaigns

Create a campaign, define its purpose, and set its goals–financial and otherwise. Associate any person, event, activity, contribution, pledge, mailing, phone call, meeting, or volunteer hours with a campaign. Segment reports by campaign to track progress towards its defined financial, reach, and participation goals.

Cases

Define reusable sets of roles, relationships, activities, and custom data points for managing and tracking projects. Set reminders, due dates, and more for upcoming activities. For example, create an onboarding checklist for staff or volunteers with specific tasks and assignments.

Events

Create and manage free or paid educational, entertainment, or fundraising events for constituents, donors, or the general public. Define the event’s timing and details, set participant caps, identify volunteer requirements, manage to-do’s, track sign-ups and attendance, and record contributions. After the event, send follow-up communications, issue receipts, and recognize volunteers.

Contributions

Log contributions made via cash, check, or credit card. Charge credit cards directly from within Engage by linking to your existing third-party merchant account (premium feature). Import and export contribution details to and from third-party accounting and payment systems. Report on all of your contributions, segmenting by campaign, donor, donor type, event, and custom tags. Create and manage ongoing pledges over time.

Mailings

Draft, schedule, and send richly formatted, highly personalized e-mails to different groups based on segmentation defined by your organization. Add contacts to pre-defined groups or configure smart groups based on multiple criteria related to the contact’s demographics and history. Create reusable templates and share them with your colleagues.
Free For Nonprofits

Ready To Revolutionize Nonprofit Operations?

Engage is a CRM (Constituent Management Platform) created exclusively for nonprofits.

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