NgoCRM allows to systematize and improve the work of the Foundation.
Collects in one place all data about charges, transactions made and the balance of the Foundation. It also speeds up contact with the charges themselves - communication takes place straight from the panel!

In addition, each mentee receives their account and access to information about themselves. Has insight into transactions and the current balance. He can download the necessary documents and send them back by e-mail. He sees the status of his affairs.

ngoCRM consists of 3 Modules that can be expanded:

1. The mentee's module

• extended mentee profile,
• advanced search,
• the ability to add, delete and edit data,
• the ability to import data of the mentee;
• print option,
• adding attachments to the mentee's profile (pdf. Jpg, png) and sending notifications to the Foundation's employees,
• adding comments / action status to the profile visible to the mentee,
• publishing selected data of the mentee on the Organization's website.

2. Transaction Module

• full control over costs and donations,
• import of MT940 file,
• editing the downloaded MT940 file;
• an algorithm that classifies the transactions taken to the appropriate mentee - recognizes surnames, variations, surnames, no Polish characters,
• charging a handling fee,
• the ability to add and remove transactions,
• the ability to add / remove transaction types,
• division of the charge's balance into 1% and donation,
• split of transactions into 1% and donation,
• sort option by date, amount, type, mentee,
• adding up outgoing and incoming transactions,
• data printout.

3. Communication Module

• the ability to send and receive messages by the Administrator and mentee,
• the ability to send messages and newsletters,
• shipping tailored to groups,
• full editing of sent messages, the ability to format texts.

NgoCRM - why should you test it?

• ward panels easy to edit,
• own accounts of those under their care,
• intuitive adding of transactions (import of MT940 file),
• communication with the mentee straight from the panel,
• integration with the Organization's website,
• no limit of users and no limit of charges;
• one-time fee for the system;
• Training;
• 12-month warranty period;
• the possibility of introducing your own modifications.

For more information, please visit https://ngocrm.itdesk.eu/

Download and test ngoCRM for 14 days for free!