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Mission CRM

Say goodbye to data silos and disconnected, single department solutions and say hello to Mission CRM, which delivers a unified view of your donors by connecting fundraising, financials, marketing, volunteering and more. 

See the full picture of your donors, their gifts, interactions and connection points, and leverage it to better communicate, build relationships and craft engagement strategies which will resonate. 

What Is Mission CRM?

Mission CRM is a solution designed to streamline your everyday processes and save precious time. 

Using innovative features and functionality designed to maximise your capacity, income and impact Mission CRM is the one stop solution to bring you a unified view of everything happening across your organization. 

Built For NonProfits 

Streamline your everyday activities with Sylogist’s innovative features and functionality, uniting frontline fundraisers to the back-office finance team – all within a single system, tailored to suit your organization’s specific needs. 

With Mission CRM, built on Microsoft Dynamics 365, you can leverage Volunteer Management, Copilot and so much more.

Unite Fundraising Tools In One Place 

MISSION CRM unites front-end fundraising with back-end stakeholder management within a single cloud-based system: 

  • See the full picture of your donors with a single source of truth 
  • Powerful moves management and portfolio management 
  • Online giving pages 
  • Legacy and matching gift management 
  • Mobile and web access to ensure your team have what they need on-the-go 
  • Interaction and communications tracking 
  • Automated receipting and acknowledgements 
  • Real-time gift processing and management 
  • Robust designation and sub-ledger functionality streamline revenue management 
  • Take the pulse of your fundraising performance with powerful data and analytics 

Maximize Efficiency

If you’re a Microsoft-based NonProfit, you’ll recognize interface and productivity tools like Teams and Excel, and the integration with Outlook and Copilot will make you feel right at home.

Product Features

A Unified View Of Your Donors 

Mission CRM delivers a unified view of your donors by connecting fundraising, financials, marketing, volunteering and more. See the full picture of your donors, their gifts, their interactions and connection points, and leverage it with a view to better communicate, build relationships and bring them closer to your organization. 

Drive Online Giving Revenue 

Support the growth of your digital fundraising strategy and drive donations via our configurable online donation, event registration, crowdfunding and peer-to-peer giving pages. Donations processed via the online pages seamlessly flow into the system in real-time where they’re acknowledged and receipted automatically. 

Execute Effective Marketing Campaigns 

Bring donors closer to your organizations with communications which leverage the intelligence inside Mission CRM to build richer relationships via segmented campaigns and donor journeys with Dynamics 365 Customer Insights and see the communications and insights right on the donor record.

Supports Sophisticated And Seamless Financials 

Our designation and sub-ledger functionality are designed to support your sophisticated accounting structure of revenue tracking for general ledger integration. 

Pre-built Integrations And Interoperability  

Reduce costs and complexity from the get-go with our pre-built integrations with payment providers, ticketing, prospecting, data verification and enrichment, matching gifts and more. Speak seamlessly with any third-party data source using Microsoft’s Power Platform API, so you can maintain a unified home for your data. 

Glossary

Archive

A lasting collection of computer system data or other records that are in long term storage.

Azure

Microsoft’s cloud computing platform.  Can be used in place of traditional ‘on-premise’ platforms for hosting of servers, functions, databases, processes, and much more.

Application User

A type of user in Model Driven Apps that does not require a license but cannot be logged into by a person. Typically used for allowing external applications and services to connect.

DofE

DofE seek to empower young people; to support them as they learn new skills, overcome obstacles, and build confidence and resilience; with a target to give 1,000,000 young people the chance to participate in their life-changing program over the next five years.

Over

4,000

NEW LICENSES SINCE GO-LIVE

4,500

Organizations involved

Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: +1 (727) 231 6096

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

Just ask.

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