One workspace for your personal circle of supporters, from first introductions to ongoing relationships.
01
Contacts with context
Remember where you left off before your next conversation.
- ✓Record people, organizations and contact details
- ✓Keep a history of conversations and meetings
- ✓Organize contacts with groups and tags
For example: After a meeting, record what you discussed and create a task for your next call.
02
Gifts and pledges in view
Record the support you have received and what has been pledged.
- ✓Link gifts to a contact
- ✓Keep track of regular pledges and their progress
- ✓Review giving and pledge reports
For example: Keep a monthly pledge and the gifts received against it connected to the same contact.
03
Turn intentions into next steps
Make relationship care part of your everyday routine.
- ✓Create tasks with due dates and priorities
- ✓Review outstanding tasks on the dashboard
- ✓Record conversations and plan follow-ups
For example: Schedule a personal thank-you after a gift and mark the task complete when you are done.
04
Keep projects together
Organize focused activities alongside your ongoing work.
- ✓Create campaigns with goals
- ✓Track giving towards each campaign
- ✓Use groups for different circles of contacts
For example: Link the gifts for a building project to one campaign and follow its progress.
05
Start with your existing lists
You do not have to start your contact work from scratch.
- ✓Import contacts and gifts using CSV
- ✓Export data for further use
- ✓Switch between German and English
For example: Bring in your contact list, then add conversation notes directly in Dorea.