Smart Automation

Automating nonprofit tasks is the perfect way to become more efficient. Giveffect's Smart Automation software takes care of labor-intensive manual work so you don't have to. Smart Automation is Giveffect's proprietary technology that automates processes and connects data, actions and tasks throughout the software suite.

Nonprofit Automation: We Do the Busy Work for You

Giveffect automates the time-consuming work that goes into managing your donors, volunteers, leads and contacts. Administrative work takes minutes, not days:

  • Issuing tax receipts
  • Sending out emails, text messages and direct mail
  • Creating fundraising pages
  • Managing volunteer shifts and schedules

With Smart Automation, your team can:

  • Save 30-40 hours/monthly not doing manual work
  • Remove silos between departments, work cohesively and make better decisions
  • Communicate with and engage supporters better, leading to stronger donations and volunteerism
  • Increase in revenue by 32%+
Automated Data Entry

Automated Data Entry for Nonprofits

With Giveffect's data entry automation, you can ensure that your team will have precise data to understand every supporter, save time, and make better decisions.

Giveffect automatically logs all of your nonprofit's online and offline donations, events and fundraising campaigns and volunteering assignments into your CRM.

All data flows into your database in real-time. Your team will no longer spend time manually importing and exporting data from one system to another. There's no better way to save time and avoid human errors.

  • Online donations
  • Offline gifts
  • Events & RSVP campaigns
  • Fundraising campaigns
  • Volunteer application forms
  • Liability & waiver forms
  • Volunteer shifts and hours tracking

and more!

Giveffect's nonprofit software on multiple devices

Nonprofit Workflow Automation

Don't miss any opportunity to share your story and deepen your connection with your supporters.

By automating your workflow management, you can create a series of automated emails, text messages, and mailings to stay in touch with your supporters, keep them updated on important milestones and recognize their support.

  • New donor welcome journey
  • Donor anniversary journey
  • Volunteer anniversary journey
  • Constituent birthday journey

Multi-Channel Marketing Automation for Nonprofits

We make it easy to tell your story across all channels.

With Giveffect's marketing automation tools, you can quickly segment your constituents into groups, and create multi-channel engagement campaigns based on their interests and real-time actions.

Track communication preferences and engage with your constituents in the channel they prefer, including:

  • Email Campaigns
  • SMS Campaigns
  • Direct Mail Campaigns
Giveffect Relationship Tracking

Automated Email Confirmations

Never miss a thank you with Giveffect.

Customize your nonprofit outgoing emails and letters with Giveffect's email automation system. Ensure that no supporter is left hanging with Giveffect's automated emails.

When a nonprofit supporter donates, participates in an event or signs up for a volunteer opportunity—we will take care of the rest.

  • Automated tax-receipt emails
  • Automated thank you emails
  • Automated event email confirmation
  • Automated event reminder confirmation
  • Automated volunteer email confirmation
  • Automated volunteer reminder confirmation

... and much more!

Giveffect's Software Automation Flowchart

Automated Nonprofit Administrative Work

By automating tasks, Giveffect can help you to work cohesively and save 30 hours of work every month.

You will never have to worry about coordinating different departments to provide you with data. With Giveffect, there are no silos. The integrated software provides complete visibility across all departments. Equip your team with tools to succeed in their roles, including:

  • Task management
  • Resource allocation management
  • Expense and invoice automation for nonprofits
  • Integration with your native email inbox
  • Automated alerts and notifications
  • Duplicate checker
  • Batch entry for offline gifts
  • Automated reporting
Giveffect's Smart Automation

Integrated Nonprofit Reports

Giveffect's nonprofit reporting automation puts all of your data at your fingertips.

When your nonprofit needs to pull a report to find new trends between donors, volunteers, event participants and other supporters—you can simply pull those reports with our built-in report-building tools. Utilize unlimited queries to create a specific report, or use one of the 30+ pre-built reports, including:

  • Donor visual summary reports
  • Donor growth report
  • Annual comparison report
  • LYBUNT / SYBUNT report
  • Soft credit report
  • Volunteer visual summary reports
  • Campaign reports
  • And more!
Giveffect's Report View

A Connected System

Connected tools to make your team more efficient.

Giveffect's built-in nonprofit tools enable your team to work cohesively. With all of your information in one platform, it's easier than ever for your team to access and share data.

  • Segmented Newsletters
  • Segmented Direct Emails
  • Task Management System
  • And more!

To learn more about how Giveffect's Nonprofit nonprofit automation software can help streamline your operation, book a demo or start your free trial today.

Nonprofit Smart Automation