The better and more timely the information, the better your ability to gain maximum benefit from the valuable relationships that underpin your organization. That’s why we developed DirectToCRM to go deeper — to give you complete, up–to–the–minute access to the data you need to empower your Development Department to achieve optimum success.

• Fast access to a history of all communications with every constituent in your database.
• Easy scheduling of phone calls and appointments
• Ability to record notes from meetings and conversations
• Tools for planning and executing follow-up activities
• Family account and contact management
• Caseload and territory management for your personnel
• Forecasting and reporting tools for better planning
• Offline and mobile device access
• Complete profiles — full histories of donations, product orders, event registrations, and more.

In developing DirectToCRM, we’ve leveraged the industry–leading capabilities of Microsoft Dynamics CRM to help you focus on the five key areas that matter the most:

• Target the ideal donors.
  Give your development representatives the ability to stay in touch with top prospects by telephone, mail and email.
• Launch development campaigns fast.
  Get things going quickly by creating lists, sending out messages, tracking responses and monitoring progress.
• Get new programs off the ground quickly.
  The more you use DirectToCRM, the more powerful it becomes — with the ability to generate specific lists, action steps, goals, tracking and communications for new programs.
• Put the power in the hands of your people in the field.
  With DirectToCRM, your representatives have access to all of the valuable contact and historical data they need from virtually anywhere, even offline.
• Communicate to everyone — or groups — quickly and easily.
  Now your teams have a fast, easy way to gather targeted lists and send out communications quickly — and track responses to monitor success.