Is BetterUnite a full donor CRM or just fundraising software?
A full CRM. It tracks every relationship type, including donors, volunteers, vendors, board members, companies, and foundations, with giving history, event attendance, memberships, pledges, form responses, documents, and email activity on each contact card.
What’s the difference between dynamic and static lists?
Dynamic lists are saved searches that recalculate membership every time they are opened, so segments like lapsed donors never go stale. Static lists are manually maintained buckets for stable audiences, and any dynamic list can be snapshotted into a static one. See segmentation and outreach lists.
Can we clean up messy imported donor data?
Yes. Duplicate detection flags matches by email or name, field-by-field merge suggests winning values with manual review, households can be auto-generated or split with soft-credit relationships, and auto-format rules fix names, phones, and emails, applied retroactively.
Does BetterUnite work with our email marketing tools?
Yes. Export segmented contact sets directly into MailChimp, HubSpot, Microsoft Dynamics, and Constant Contact mailing lists, or use the built-in nonprofit email marketing composer with rich text, merge fields, and attachments.
Can we control who on staff sees what?
Yes. Role-based permissions, per-user column visibility on the customizable contacts grid, and contact ownership assignment let each team member see exactly the data they need.
