Name: Zeffy
Rating: 7.7 (2 reviews)
Author: Zeffy

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Interactive Voice Response (IVR)

Meeting Management

Operational Analytics

Project Portfolio Management

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Cloud Storage

Continuous Delivery

Data Fabric

Endpoint Encryption

Enterprise Backup

File Sync and Share

Firewall

Fraud Detection

IT Service Management (ITSM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Phishing Detection and Response

Virtual Desktop Infrastructure (VDI)

Voice Recognition

Web Application Firewalls

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Location Intelligence

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Operational Technology (OT) Security

Security

Auto Repair

Camp Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Legal Research

Municipal

Trucking Software

Vertical-Specific

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Zeffy is a free fundraising platform designed to assist small and medium-sized nonprofits in raising funds, managing donors, selling tickets, and more. It offers a range of solutions tailored to the needs of nonprofit organizations, charitable foundations, community organizations, educational institutions, and religious organizations.

## Key Features

**Donor management**: According to the vendor, Zeffy provides a donor management solution for nonprofits to securely store and organize donor and member data. Donor contacts can be easily imported, and new donor information is automatically added to the contact list. Donor history can be tracked, and contacts can be segmented with tags.

**Offline donations**: Zeffy allows nonprofits to record and track offline donations, centralizing payment details from cash, cheque, and in-kind donations. Tax receipts can be issued, facilitating the management of offline contributions.

**Smart filters**: The vendor states that Zeffy offers smart filters to sort and organize donors, enabling nonprofits to identify important donor bases such as large donors, recurring donors, and potential high-engagement donors. Custom lists can be created for emailing, and segments can be exported with ease.

**Email communication**: According to the vendor, Zeffy enables nonprofits to send and track emails to their supporters, providing insights into email stats like open rate, clicks, and unsubscribes. Automated reminder emails can be set up, and custom email lists can be created to segment donors, potentially increasing engagement.

**Integration with website**: Zeffy offers an efficient way for website visitors to donate to a nonprofit's cause. Frictionless donation forms can be embedded on the nonprofit's website, customized to match the organization's branding. Donation amounts can be pre-filled based on donor history or fundraising campaign goals, potentially increasing conversion rates.

**Ticketing**: Zeffy provides frictionless ticketing forms for nonprofits to sell tickets for fundraising events. The forms can be customized to match the organization's branding, and in-person payments can be accepted using Zeffy's Tap to Pay solution. Additional donation options and discount codes can be added at checkout.

**Peer-to-peer campaigns**: Zeffy makes it easy for communities to participate in fundraising efforts through peer-to-peer campaigns. Community members can create their own fundraising pages and collect donations, while progress can be tracked and leaderboards displayed. Social sharing features are available to encourage supporters to spread the word about the campaign.

**eCommerce**: Zeffy allows nonprofits to diversify their fundraising efforts by opening an online store. A customized online store can be created to sell products related to the nonprofit's cause. Inventory management, order fulfillment, and secure payment processing options are provided.

**Memberships**: Zeffy offers a solution for nonprofits to make it easy for supporters to register as members. Customizable membership registration forms can be embedded on the organization's website, and different membership levels and benefits can be set up. Renewal reminders and membership status tracking features are available.

**Raffles & lotteries**: Zeffy provides options for nonprofits to easily launch raffles and lotteries. Numbered ticketing options are available for raffles, and tickets can be sold online through Zeffy's platform. Ticket numbers can be tracked, and winners can be selected.

Free fundraising, forever ✨

Standard

Zeffy

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

Zeffy

Overview

What is Zeffy?