Donor CRM Features
W
Whykeshia
Hi Zeffy Community! đź‘‹
I love using Zeffy for our fundraising, events, and peer-to-peer campaigns. But I've run into a gap I'm hoping someone can help with.
Right now, I can track donations and donor history in Zeffy, but I can't easily log donor interactions — things like:
• "Called John on 5/15 — interested in sponsoring our fall event"
• "Met with Sarah — she wants to increase her recurring gift"
• "Sent thank-you card to the Johnson family"
This kind of relationship tracking is really important for stewarding donors, especially major gift prospects, and right now I'm having to manage it in a separate system or spreadsheet.
My questions for the community:
- Has anyone found a way to log donor interactions/notes directly inside Zeffy that I might be missing?
- Has anyone successfully connected Zeffy with a free CRM like HubSpot to handle this?
- Is this something the Zeffy team is considering adding as a feature?
Would love to hear how others are solving this. And if this is something Zeffy could build into the platform — even a simple "add a note" feature on a donor's contact record — that would make Zeffy a true one-stop shop for small nonprofits like ours!
Thanks in advance! 🙏
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