Casebook PBC alternatives

Ranked alternatives

1. 1
   
   TessituraPaid

   Tessitura is enterprise software that offers fundraising, memberships, ticketing, and customer relationship solutions. The platform allows users to find and understand the data with its robust business intelligence tools and make better decisions. The CRM feature of the software enables managers to view every interaction across every area of their business and can capture and analyze data through all areas of the organization.

   The platform allows users to track every constituent through every step of engagement from cultivating to pledge. Moreover, it also records actions that already have been take or assigned and allows managers to attach files to tasks. It allows the organizations to deliver a summary receipt of the prospect’s annual giving and can generate acknowledgment based on amount and campaign. Tessitura enables organizations to record the professional and inter-personal links of their clients and to capitalize on these inter-connections to achieve the goal.

   Some of the essential features are Moves Management and Stewardship, Special Event Management, Relationship Mapping, Comprehensive Campaign Management, Sophisticated Gift Processing, and Acknowledgement Emails. Tessitura allows organizations to track multiple donors, invitations list for events and festivals, and manage the guest list and seating. The platform comes with a paid version only, and customer support is available through online forums and phone.

   Tessitura alternatives
2. 2
   
   EverTruePaid

   EverTrue is a cloud-based fundraising platform that helps organizations to identify, engage, and streamline access to donor data. The platform offers collaboration tools that enable users to build donor lists and monitor top prospects and also allows them to share insights with other co-workers. The software delivers information about every donor in a mobile, easy-to-use fundraising platform by connecting the database with insights across the web.

   It enables organizations to build a team of volunteers who then can engage with the prospects, manage calls and assignments, and capture insights on potential prospects. The platform comes with TrueView services which unite the information of donors with constant streams of engagement insights, and donor interest to fuel fundraising.

   EverTrue offers users fresh insights to prospect researchers by bringing together all the data from social media and their prospect’s digital footprint. Some other essential features are Alumni Management, Donor Discovery and Management, Campaign Management, Donation tracking, and Receipt Management. It has integrations with Stripe, Facebook, Salesforce, Ellucian, Blackbaud, many more. The platform comes only with a paid version, while training is available through webinars and documentation, and technical support is available online and through email.

   EverTrue alternatives
3. 3
   
   Apricot by Social SolutionsFreemium

   Apricot by Social Solutions is a case management solution that provides organization services to centralize their datasets, align their teams, and improve their impact of work. The platform helps organizations by saving their time to deliver their project effectively and keeps the data secure in their cloud storage.

   The software reduces the data entry errors in real-time and saves time, which would have been spent on sorting data through piles of papers. Moreover, users can start entering the data right at once with its built-in templates or can build their forms with its flexible tools. The best thing about this software is that it is a cloud-based solution, and organizations do not have to do an expensive system overhaul.

   Apricot by Social Solutions enables companies to build dynamic and custom reports on any kind of data, and through its drag-and-drop feature, report making has been made simple. Some other essential features of this software are Data Validation, Easy-to-use Reporting, Drag-and-Drop Form Design, Case Management, and Secure or Compliant Platform. Apricot by Social Solutions comes with a 30-day free trial and a paid version while customer support is available through email, fax, and phone.

   Apricot by Social Solutions alternatives
4. 4
   
   DonorSearchPaid

   DonorSearch is a research platform that offers actionable and accurate information about donors to organizations. The platform, through its wealth analytics, helps organizations in identifying the prospective major gift donors, annual fund donors, and other philanthropists. The platform allows users to maximize screening accuracy by manually verifying the top prospects.

   This search platform comes with a database of more than 150 million donors, along with their profiles and analytics on their capacity and propensity. It helps organizations to find prospects and research both the wealth markers and the usual philanthropic activity going all over the world. To search the potential donors, DonorSearch provides users with different searches, i.e., Integrated Search, Search Options, and Marketing list.

   The reporting and analytics feature enables organizations to have complete insights into the whole database or on a single donor. It offers customizable layouts with Prospect View Online and provides users with full control of their accounts. Training for the online toolkit and DonorSearch is available through webinars and documentations. The platform comes with a paid version; however, users can request a free trial, and customer support is available through email and phone.

   DonorSearch alternatives
5. 5
   
   DonorScapePaid

   DonorScape is a prospect analysis suite designed for organizations for fundraising. The platform helps organizations to transform their fundraising techniques through its coverage reports and constituent segmentation. It covers millions of records to provide sound statistical and verifiable data about the fundraising trends of prospects. The platform makes tasks completion clear and easy by providing intuitive screens, natural workflows, and faster results.

   The platform provides users with actionable insights on the prospect’s wealth, political, and charitable contribution data through its wealth screening functionality. Moreover, its predictive modeling feature allows organizations to identify those prospects which are most likely to support their organization in annual or planned giving. DonorScape comes with a GG+A, which provides each constituent record from household-level demographic to consumer information for a better understanding of the prospect.

   Moreover, this platform offers users a rating list of donors according to their real estate values, board affiliations, and gift capacity acquired through the Wealth Screening feature. The software provides a paid version, and users can request a demo while training is available through webinars, and customer support is available through email and phone.

   DonorScape alternatives
6. 6
   
   Raiser’s Edge NXTPaid

   Raiser’s Edge NXT is a cloud-based fundraising and relationship management solution that offers organizations a platform to find the best prospects and maintains relationships with the new and old customers. The platform is one of the first comprehensive cloud-based fundraising software that connects the organizations and helps to drive fundraising efforts.

   The software allows organizations to find new supporters with its easy-to-use cultivation tools, and through its powerful analytics, the platform ensures that organizations are making the right decision. Moreover, organizations can find the missing phone numbers, emails, and addresses of their donors through their data enrichment services. The dashboard of the software provides users with a holistic view of their prospects and donors with all of their information in one place.

   Raiser’s Edge NXT provides users with dynamic email campaigns to raise awareness among their donors and potential customers. It allows users to understand which thing is motivating their contacts and helps in delivering the inspiration messages at the right time. The software enables organizations to make efficient decisions by tracking non-profit metrics such as donor retention with intuitive reporting. The platform offers a paid version while training is available through webinars and documentation, and customer support is available through email and phone.

   Raiser’s Edge NXT alternatives
7. 7
   
   Grant Lifecycle ManagerPaid

   Grant Lifecycle Manager is a grant management software that helps organizations to accept applications online, saving the time and resources of both applicants and staff. The platform saves time for the grantmakers by allowing them to fill-up the form and completing the application efficiently without any hassle.

   The platform also offers the grantmakers to have the form format that they expect to fill while providing all the information to the staff, saving their time. Moreover, it saves staff and applicants from the paperwork and emails, and both of them can access past applications through this platform. This online application feature allows the team to collaborate with the applicants on the grant procedure on live chat or comments.

   Grant Lifecycle Manager saves time of the staff by providing them an online platform to review all the past and current applications instead of going through heavy paperwork. Moreover, staff can check the status and progress of the applicants through any device anytime. GLM also manages the messaging feature by sending specific emails, such as due dates to the applicants. It allows the staff to collect the data, analyze it, and visualize it in a report form to view the progress of grants. The platform comes with a paid version while customer support is available through phone.

   Grant Lifecycle Manager alternatives
8. 8
   
   eTapestryPaid

   eTapestry is a web-based and affordable platform that offers non-profit organizations with simple cloud fundraising and supporter management solutions. The platform eliminated the spreadsheets and brought in the cloud fundraising software to meet the growing needs of the non-profit organizations. It comes with comprehensive and intelligent data enrichment and analytics, which provides actionable insights to organizations to understand the donor.

   The platform’s Data Health Scorecard delivers quality data screening that enables organizations to assess the financial impact and spot issues with the data. Moreover, eTapestry offers an NCOALink service, which allows users to keep in contact with their supporters efficiently without cutting down their costs. The platform offers 24/7 security, which not only keeps the data safe but also keeps it available all the time.

   eTapestry provides statistics on upgraded and downgraded donors to differentiate between them who are engaged and who needs attention. Moreover, eTapestry allows organizations to manage multi-channel communication strategies, including online donations or social media outreach, to boost engagement. It also has a membership program that manages all the members by sending them various notices and provides them member reports. It is a paid solution, and customer support is available via email and phone.

   eTapestry alternatives
9. 9
   
   iWavePaid

   iWave is a prospect research platform that helps organizations in fundraising. The platform offers users a comprehensive suite of reliable wealth and biographic information about all the prospective donors and of existing donors. Its donor search solution that works simply, i.e., it matches the prospective donor to records within its database and compiles the record that users can use to create a prospect file and a list.

   It has a wealth-screening tool that allows organizations to narrow down their search on prospective donors who have the proven capacity and intent to donate. The platform offers a comprehensive dataset and informative prospect profiles, which allows organizations to find the best potential client for them. Moreover, iWave comes with a high patient program that enables them to cut through the noise and identify all those potential patients who are in the capacity to donate.

   iWave is an excellent platform for finding the right prospect and raising funds for all kinds of the organization such as Non-profits, Education, Healthcare, and many others. Moreover, the platform has integrations with leading technology providers such as Salesforce, Tessitura, Causeview, etc. to enrich the organization’s database. The platform comes with paid services, and users can request a demo, while user support is available through phone and email.

   iWave alternatives
10. 10
    
    Target AnalyticsPaid

    Target Analytics is a platform that enables organizations to identify, target, and engage with the best prospects for fundraising. The platform, through its analytics, provides insights to the organizations to get the right information on the potential prospects. It has an approach called Intelligence for Good, which brings all the data, artificial intelligence, expertise, and analytics to help the organizations to achieve their goal.

    The platform provides organizations the tools and mobile capabilities to find the donors and manage long-term strategy. Moreover, the platform enables organizations to identify prospective donors through their donor research tools. It allows organizations to discover new donors and understand the giving capacity and propensity of these donors. With the help of its custom modeling, Target Analytics enables users to prioritize the top donor prospects by using the likelihood and capacity scores of all the donors.

    Target Analytics comes with benchmarking insights that enable users to address underperforming one and expand high-performing programs. Furthermore, the platform provides users with a comprehensive database that allows them to have a holistic view of the data and stops them from wasting their energy on bad data. It is a paid solution, and customer support is available via email and phone.

    Target Analytics alternatives
11. 11
    
    WealthEnginePaid

    WealthEngine is an efficient platform that provides financial services to organizations in wealth intelligence and prospect research. The platform, with the help of its machine learning technology, allows users to have insights on their donors and prospects. The platform provides a weekly report on the potential customers who have the capacity to engage and donate to the user’s organization.

    It provides organizations with different ways such as net worth, giving capacity, donation history, and many others to find the best prospect for them. WealthEngine reduces the time and cost needed in acquiring a customer or getting donations from them. Moreover, users can combine the platform’s wealth and lifestyle data to have a more robust picture of their existing customers. It offers integrations with systems of records and various other data providers to make the users’ work easy.

    WealthEngine enables users to build rich, wealth-aware campaigns with their customers and ultra-segment those audiences who are most likely to engage. The platform provides actionable insights through its predictive lead scoring, which allows the users to see the propensity and intent to find the most suitable client. Moreover, organizations can create a list of their customers based on attributes they determine to find the best prospect. The platform comes with a paid version, and customer support is available through phone and email.

    WealthEngine alternatives
12. 12
    
    ClassyFreemium

    Classy is a social enterprise solution that offers fundraising tools to organizations to raise more money online. The platform comes with a secure cloud and multiple security measures to keep the donors’ data protected and has a PCI level 1 certification while provides 24/7 all years of security by scanning and monitoring threats.

    The software allows users to collect recurring donations through its mobile and web-optimized design to make the donation process easy and quick. Moreover, the software enables users to incorporate images and videos or stories in text form to tell donors about their brands. It also presents a campaign progress bar to motivate its supporters to help them in reaching their goal and also provides users with automated email campaigns to thank their supporters.

    Classy offers users Crowd-funding campaigns to increase donor engagement and allows the organizations to add sponsors to their campaigns while increasing conversion rates with white-labeled URLs. Other key features are Flexible Payment Processing, Reporting and Data Analytics, Sponsor Matching, Global Brand Control, and Multi-Currency Support. The software offers a free and a paid version while training is provided through webinars and documentation, while customer support is available through online.

    Classy alternatives