- Labor-intensive gift processing
- Misplaced files
- Buried donor information
- Data errors
- Fragmented internal collaboration
- Unprotected data
- Lengthy audits
Without supportive gift-processing software, keeping track of donor details, supporting documents, and ongoing correspondence is time-consuming and costly. PairSoft’s solutions plug into your existing CRM to help fundraisers keep the pace.
Our software shoulders the burden of manual tasks so you can focus on strengthening your donor relationships. Cloud-based document management, electronic workflows, and automated gift processing work in concert with your CRM for improved donor management.
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Our OCR technology extracts and saves data from your gifts, pledges, email attachments, and invoices into your Blackbaud gift records. With line-by-line accuracy, you can teach PairSoft’s machine learning to autofill new metadata fields and file types.
Search and retrieve the donor details you need in seconds. Pull key information in from your entire CRM database in real-time with our SmartList query tool and helpful keyword search.
Protect financial data by encrypting check and transaction documents, and further annotating sensitive information. Control user access to specific documents to minimize security risk.
Follow internal and regulatory protocols through automated forms, customized controls, and centralized document collection. Quickly process invoices and gifts and improve remote productivity with cloud-based access to your donor data on mobile and desktop.
The California-based non-profit needed a system that would reduce errors in its auditing and allow easier workflows for handling memberships. PairSoft’s integration with Blackbaud has streamlined documentation, gift processing, and member management so that the five-person Regional Parks team can save thousands per year in overtime expenditure.
Fundraising automation is the use of a software solution to reduce risks and improve your team’s efficiency. It uses consumer behavior and predictive analytics to trigger a particular action and takes your work from fundraiser-centric to donor-centric, thereby improving key metrics and results. From online fundraising and email marketing to social media, direct mail, and processing major gifts, fundraising automation supports a nonprofit’s fundraising strategy throughout the donor journey with marketing automation.
Fundraising automation allows for detailed customization based on the specific needs of your nonprofit. Sophisticated data extraction and validation systems eliminate repetitive tasks like data entry so you can focus on donor management. Then, customized integrated workflows can help your nonprofit organization manage the entire gift process automatically. Instead of manually compiling data, all your essential information, documents, and transactional data will be automatically collected and compiled for quick and easy real-time review at the click of a button.