CRM

Contact Cards

BetterUnite contact cards put the whole donor relationship on one screen: giving history with a financials panel, event participation, communications log, form submissions, memberships, pledges, volunteer activity, and documents, plus a full activity timeline. Donor Ranking, Opportunity, and Engagement scores sit beside DonorSearch wealth insights, duplicates merge field by field, and staff can take a payment from the record.

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Everything a gift officer needs before the meeting,
on one screen.

01

The Profile

A donor 360 with an activity timeline: giving, communications, events, relationships, form submissions, and tags, with membership, pledge, and volunteer tabs and pinned notes on top.

  • See giving history, communications log, event participation, and form submissions on one timeline
  • Group relationships and households, add custom fields and tags, and switch to membership, pledge, and volunteer tabs
  • Pin critical notes and tasks to the top, and log meetings with attendees, status, and start and end times

02

Scores & Insights

Per-contact Donor Ranking, Opportunity, and Engagement scores with factor breakdowns, DonorSearch wealth insights, and a financials panel that reads at a glance.

  • Score every contact on Donor Ranking, Opportunity, and Engagement, with the factors behind each number
  • Screen wealth through DonorSearch: net worth, capacity, and likelihood to give, on the card
  • Read lifetime, year-to-date, largest gift, year-over-year change, and pledges, plus household lifetime giving and influenced amounts

03

Data You Can Trust

Merge duplicates field by field, keep replaced emails as alternates, catch bounces on the record, and credit gifts to the right people.

  • Merge contacts with per-field review, custom fields included, and keep the replaced email as an alternate
  • Catch duplicates under the bell icon and in a duplicate report, and see a bounced-email indicator on the record
  • Credit soft credits to spouses and family members, store card type and reference number on every donation, and carry connections into the contact grid, exports, and imports

04

Act from the Record

Take payments, log offline purchases, generate documents, and manage every communication preference without leaving the profile.

  • Take a payment or log an offline purchase straight from the profile
  • Generate documents with portal visibility and emailing, and honor self-service email preferences, Do Not Email, Call, Mail, or SMS opt-outs, and an anonymous flag
  • Control who sees what with role-based permissions, and send campaigns to a secondary email with per-contact opt-in

Frequently Asked
Questions

What does a BetterUnite donor profile show?

Everything on one screen: giving history with a financials panel (lifetime, year-to-date, largest gift, year-over-year change, pledges), event participation, communications log, form submissions, memberships, pledges, volunteer activity, documents, and a full activity timeline with pinned notes on top.

Does BetterUnite include wealth screening?

Yes, via the DonorSearch integration. Net worth, giving capacity, and likelihood-to-give insights appear on the contact card, alongside BetterUnite's own Donor Ranking, Opportunity, and Engagement scores with factor breakdowns.

How are duplicate donor records handled?

Duplicate alerts surface under the bell icon and in a dedicated report. Merging is field-by-field with system-suggested winning values, including custom fields, and a replaced email is kept as an alternate so no address is lost.

Can we track household giving?

Yes. Relationships and household groupings roll up household lifetime giving totals and influenced amounts, with soft credits so spouses and family members get appropriate recognition.

Can staff take a payment directly from a donor's record?

Yes. Take payments and log offline purchases from the profile, generate and email documents, and manage communication opt-outs, Do Not Email, Call, Mail, or SMS, without leaving the record.

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Walk into every donor meeting knowing the whole story.

A walkthrough with a real donor record: your data, your questions. No pressure, no endless sales cycle.

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