Connect Your CRM and Fundraise Up

SmartFUNDRAISEUP provides a seamless and automated solution, bridging the gap between your online fundraising efforts and your donor management system. Ensure every piece of critical data flows exactly where it needs to go, and give your team a unified view of every donor. Build stronger relationships and raise more funds.

SmartFUNDRAISEUP is built for reliability and ease of use, eliminating manual data entry and human error. It’s more than just a data transfer tool; it’s a strategic solution that optimises your entire fundraising workflow. From ensuring every donation is captured correctly to automating your donor stewardship processes, we handle the details so your team can focus on what matters most: your mission.

Key Features

• Real-time Data Sync: All new donations, donor details, and campaign records are instantly pushed from Fundraise Up to your CRM. Your donor records will always be current and ready for use.
• Comprehensive Data Mapping: With customisable field mapping, you can precisely capture every detail—from tribute information to gift aid data. Conditional mapping also allows you to set rules to connect data between Fundraise Up and your campaigns, appeals, and funds.
• Smart Deduplication: Our intelligent logic automatically identifies and matches new Fundraise Up donors with existing CRM contacts to prevent duplicate records. If no match is found, a new record is created, ensuring your database remains clean and accurate.
• Seamless Recurring Gift Management: Recurring gift details, such as frequency and amount, are automatically processed and structured correctly within your CRM.
• Automated Stewardship: The integration marks gifts as “acknowledged” in your CRM as thank-you emails are sent, preventing duplicate communications. You can also trigger custom workflows for timely, personalised donor engagement.