Yes. You can automate reminders for stewardship, campaign steps, and engagement milestones based on different triggers with full flexibility for customization.
Yes. You can add subscribers from your website directly into DonorDock using connected forms or integrations.
Yes. Use task automations, donor journeys, and email tools to build workflows that guide donors from first gift to long-term engagement. Workflows can trigger emails, create tasks, and add or remove tags—giving your team a consistent stewardship system without manual work.
Yes. You can export your donors, gifts, tags, and activity timelines at any time, whether you need your own backups or decide to move to a different system.
Yes. Create and track pledges, record payments toward them, and monitor fulfillment over time. The built-in Ask Board gives you a moves management pipeline view to manage major gift asks and track where each prospect is in the cultivation process.
Yes. DonorDock automatically identifies duplicate records and helps you merge them safely. Keeping a clean database means your reports are accurate and you're not contacting the same person twice.
Yes. Track engagement, recency, frequency, retention, and giving patterns over time. DonorDock includes 30+ pre-built reports ready to use, and you can create unlimited custom reports tailored to your strategy.
Yes. Segment donors using filters like giving history, frequency, recency, tags, custom fields, and interests, then use those segments to trigger automations or send targeted emails and texts.
Yes. Connect individual donor profiles to households and companies, and track giving at both the household and individual levels. Link relationships between contacts, see combined household giving history, and make sure credit is attributed correctly for stewardship and reporting.
Yes. Log every donor touchpoint in DonorDock, including calls, emails, notes, meetings, and volunteer activity, directly on the donor record. Otto intelligence then uses that activity data to surface the right next steps at the right time, so no follow-up falls through the cracks.
Yes. Recurring donations from your online giving pages are automatically tracked and tied to the donor's profile, as well as linked to the designated funds, appeals, and campaigns you've set up. View recurring gift history, monitor active schedules, and manage recurring donors as a distinct segment in your CRM.
Yes. Assign gift attribution to the appropriate contact using soft credits and ensure recognition reflects true donor involvement. Whether a gift came through a peer fundraiser, board member solicitation, or matching gift program, soft credits keep your attribution accurate for reporting and stewardship.
Yes. Record volunteer hours, notes, and interactions in DonorDock just like donor engagement activity, keeping the full relationship visible in one place. If you need robust volunteer scheduling, DonorDock also integrates directly with Point, a dedicated volunteer management platform.
Yes. Create restricted user accounts for volunteers and board members so they see only the data and tools they need. You stay in control of permissions and can adjust access anytime.
Yes. Create saved lists using tags, filters, and dynamic marketing lists that update automatically as your data changes. Tag contacts by interests, campaigns, events, or any grouping your organization uses, then build automations or send targeted outreach directly from those lists.
Yes. DonorDock has built-in project management features that connect your gifts, campaigns, and contacts directly to tasks, reminders, and activity timelines. This keeps all donor work organized in one place instead of juggling spreadsheets or separate tools.
Yes. DonorDock supports custom fields for donor records. You can also add custom fields to donation pages and forms for collecting specific information about your contacts.
Yes. DonorDock includes basic event tracking like ticket purchases, and has native integrations with best-of-breed event platforms like GoFundMePro and OneCause. This lets you use the best event management tools while keeping donor data unified in DonorDock. Read more about event tracking in DonorDock.
Yes. DonorDock includes tracking for volunteer hours and dates of service right in the platform. If you need more robust scheduling and volunteer management capabilities, DonorDock integrates directly with Point, a dedicated volunteer management system. View all DonorDock integrations.
Tasks and reminders in DonorDock are connected directly to donor records, so every action you take is logged as activity on that contact's timeline. Tie tasks to follow-up workflows, set reminders for key stewardship moments, and always see the full context of your relationship with a donor when you sit down to reach out.
DonorDock combines unlimited contacts, built-in project management, integrated online giving pages, and AI-powered automation in one platform designed specifically for small and growing nonprofits. Most CRMs charge more as you grow or require expensive add-ons for basic features. DonorDock includes everything from day one—CRM, email, giving pages, automation, and project management—so your team can focus on fundraising instead of managing software.
DonorDock includes 30+ pre-built reports like LYBUNT (Last Year But Unfortunately Not This Year), SYBUNT, End of Year Statements, and custom dashboards for giving totals, new donors, retained donors, lapsed donors, average gift size, and campaign performance. You can also create and save unlimited custom reports tailored to your strategy.
DonorDock's CRM stores donor and contact information, tracks gifts, grants, funds, appeals, and campaigns, organizes tasks, and helps you manage relationships—all in one place. It's built for fundraising teams that need a simple, unified donor database without the complexity of enterprise-grade software.
A donor profile in DonorDock can store contact information, full giving history, interactions, notes, tags, custom fields, household relationships, attached documents, and all communication activity in one record. Having everything in one place means you always have the full picture of a donor's relationship with your organization before you reach out.
DonorDock includes over 30 pre-built reports and real-time dashboards covering total giving, new donors, lapsed donors, retention rates, recurring giving, campaign totals, and donor trends.
Reports update in real time so you can monitor changes as they happen. You can also create unlimited custom reports and save them for repeated use.
DonorDock is designed for small and lean nonprofit fundraising teams that need an easy way to track donors, gifts, and communication without managing multiple tools. Whether you're a one-person development shop or a team wearing many hats, DonorDock fits the way you actually work.
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