Name: Xapti
Price: 75 USD
Author: Xapti

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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Xapti CRM is a SaaS software solution designed to assist smaller non-profit organizations in managing their relationships, fundraising, and marketing activities. According to the vendor, Xapti provides a complete online CRM solution that allows users to efficiently manage all their contacts, automate processes, collect donations, and send emails and newsletters. This software is primarily targeted towards smaller non-profit organizations with a few hundred to several thousand contacts. Non-profit organizations, fundraising organizations, membership organizations, advocacy groups, as well as cultural and heritage organizations can benefit from Xapti's features.

## Key Features

**Complete CRM Solution**: Xapti is said to offer a comprehensive CRM solution that combines functions for administration, communication, and campaign management. It supports fundraising, membership management, communication, and campaign strategies.

**E-mail Newsletters**: According to the vendor, Xapti enables users to send newsletters and direct emails to their supporters and members. Users can create and customize email templates, send them individually or in bulk, and track open/click information while flagging bounced emails for follow-up.

**Donations, Payments, and Direct Debits**: Xapti is designed to support the management of donations, payments, and direct debits. Users can easily create and process automatic direct debits, manage multiple funds and campaigns, and track donation history. The system is claimed to be SEPA compliant and supports various payment methods.

**Bank Interface and QR Code Payments**: Xapti integrates with Dutch banks and supports bank interfaces such as CAMT, MT940, and PAIN. It allows users to generate and process QR code payments. Users can import and match bank transactions for easy reconciliation.

**Data Import and Export**: Xapti offers import and export functionalities for various types of data. Users can import and export data in different formats and integrate with other systems using the API. The system also supports data cleansing and deduplication.

**Integrated Web Forms and Payment Forms**: Xapti provides responsive web forms for newsletter sign-ups, donations, and registrations. Users can easily design and customize these forms and embed them on their website. Data from the submitted forms is directly processed and available in Xapti.

**User-Friendly and Intuitive**: Xapti features a user-friendly interface with a Dutch language option, according to the vendor. It provides a 360-degree customer view and intuitive navigation for easy use. Users can access online help and receive support from the Xapti helpdesk.

**Cloud-Based and Always Up-to-Date**: Xapti is a cloud-based CRM solution, eliminating the need for additional platforms. Users can access the system through a browser, requiring only an internet connection. The software is claimed to be always up-to-date, allowing users to benefit from the latest features and improvements.

**Compliant with GDPR and Data Logging**: According to the vendor, Xapti is compliant with the General Data Protection Regulation (GDPR) and ensures data security. It provides full mutation logging and a complete audit trail for data changes. The system also supports two-factor authentication (2FA) for enhanced security.

**Automated Workflows**: Xapti offers automated workflows for confirmations, thank you messages, cancellations, and other notifications. Users can customize these workflows based on their organization's needs and branding. According to the vendor, marketing automation is supported for donor and supporter journeys.

Basic

Essentials

Professional

Premium

Raklet Community & Membership Management Software

Standard

CharityEngine

Xapti

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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Nonprofit CRM Software

Xapti

Overview

What is Xapti?