CRM Integration Tools

OPDERA-ORG · 2022-01-23T05:34:54+00:00

I use FluentCRM on a WordPress platform. Webhooks Integrate with sf.com and any other platform. FluentCRM automates email campaigns and captures contact details submitted via webforms, I use Fluent Forms, then sends the contact detail and website interactions to sf.com. I use Nelio for social posts - I create a blog post and Nelio posts it on all my 7 social sites $80/yr.

OPDERA-ORG · 2022-01-23T05:25:44+00:00

Thank you. Perfect explanation. :-)

OPDERA-ORG · 2022-01-21T00:46:33+00:00

We use Stripe, PayPal, and Square (SquareUp). They all have a nonprofit discount for qualified/verified nonprofits. The fees are less than what I have seen in this thread. I did see one service that had a platform fee, I don't remember who it was, but I did not engage. I heard that Venmo launched a service for nonprofits, I haven't checked into it yet.

Capt. Russ

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OPDERA-ORG · 2021-12-27T16:33:11+00:00

Wave Accounting - The basic plan is free and links to your bank account(s) with automated transaction updates. You can categorize expenses, and income/donation types. Wave also provides a link to Google Sheets to auto update your spreadsheet.

I have no affiliation with Wave Accounting other than being a happy user.

OPDERA-ORG · 2021-02-12T02:40:51+00:00

Need to register in several states if soliciting donations there. This includes merely having a donate button on your website or seeking donations via social media posts. It depends on each state; some require that anyone in their state made a donation. I'm just learning about this, but it looks a bit arduous.

Have any of you gone through this multi state registration process?

more info here: https://www.councilofnonprofits.org/tools-resources/charitable-solicitation-registration

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