Below is an overview of each level of Easy Fund CRM.
Cost for each logged in user:
Starter: $99/month
Standard: $249/month
Advanced: $425/month
License blocks:
3-User, 5-User, 10-User, 20-User
Data Manipulation
| Starter | Standard | Advanced |
Basic Donor Entry | | | |
Operator Administration | | | |
Quick Pledge Entry | | | |
Search and Merge Duplicates with History | | | |
SMTP Configuration for Emailing | | | |
Alternate Address Usage | | | |
Custom Code Administration | | | |
Geographic Location Setup | | | |
Intermediate System Configuration | | | |
Match Employer Administration | | | |
Pledge Campaign Management | | | |
Upgrade Levels Configurable | | | |
Importing/Exporting
| Starter | Standard | Advanced |
Importing External Pledges | | | |
Individual Receipts and Thank You Letters | | | |
Integration with Paya Payment Services | | | |
CDP Export and Upload | | | |
Customizable Export Formats | | | |
Export EFT Payments to NACHA | | | |
Import NCOA/CASS Addresses | | | |
Import or Update Donors from File | | | |
Industry Reports
| Starter | Standard | Advanced |
CPB SABS Report | | | |
Greater Public Benchmarks | | | |
SIP Quarterly Report | | | |
CDP Category Management | | | |
Community Development Project Upload | | | |
Reporting
| Starter | Standard | Advanced |
Ad-hoc Report Writer (Query) | | | |
Basic Daily Financial Reports | | | |
Custom Export Configuration | | | |
Expired Credit Card Reporting | | | |
Contact Follow-up Reporting | | | |
Geographic Reporting | | | |
Match Employer Reporting | | | |
On-Demand Updates of Charts | | | |
Pledge Drive Reporting | | | |
Recurring Plan Reporting | | | |
Write-Off Batch Processing | | | |