Kintera Sphere CRM - Prospect includes all of the benefits of CRM plus tools that enable opportunity management of prospects through a solicitation and stewardship cycle. Features include ability to create custom stages to suit your fundraising cycle and custom form fields so staff can input information on opportunities at each stage. FeaturesOpportunities – Manage prospect opportunities through a solicitation cycle. A built-in robust task manager lets you set deadlines, appointments, priorities, statuses and other task information to ensure projects related to the opportunity are completed on time and with greater accountability. Set up internal automatic emails whenever stages are reached. Create custom stages to suit your fundraising cycles and custom form fields so staff can input opportunity information at each stage. Campaign Management – Allow a prospect list to be selected for each campaign to coordinate gift solicitation. Assign campaign solicitors and solicitor goals. Opportunities features are linked through Campaign Manager enabling prospect management for identified constituents. |
