Receive
Record members along with the payments they have sent. Each donation is linked to their record, with its date and amount.
Contact Association, the software for non-profits, donations and legacies
Contact Association is specially designed to meet the needs of charities and for the management of their donations.
With this software, you have single-click access to all your donors, whether actual or potential. You also have the payment history for each donor, which allows you to issue a tax receipt or a thank-you letter.
The gift cycle
Receive, reply, update, communicate
These four actions recur in every campaign. The software runs through them without re-entry.
Reply
Send a thank-you letter and a tax receipt, generated from the software using the payment history.
Update
Update each member's record: contact details, status, contacts, memo. Information corrected once is corrected everywhere.
Communicate
Carry out automated mailings to your members and potential donors, by post or by email.
The donor file
The core of the software is the contact record, the same as the one CRM module. It brings together on a single screen the list of donors, the contact details of the person you are viewing, a free-form memo and the list of associated contacts.
You thus manage the details of each of your contacts' information: postal address, telephone number, postcode, email, website and status. The fields are customisable, and alert management reminds you of the last and next contact. During a fundraising campaign, this is what prevents the same person from being solicited twice.
The tax receipt and the thank-you note
The history of payments per donor directly feeds into the two documents that every charity must produce: the tax receipt and the thank-you letter. These can be generated from the donor profile without having to re-enter the amounts.
The CLE MAILING mail merge module takes over for bulk sending. It allows multi-criteria selection, by activity or geographical area, contact record qualification, and sending by post, fax or email, with a link to Word.
Accounting monitoring
Integrated accounting transfers payments into your or your accountant's accounting system, without any re-entry. In just a few clicks, you generate the journal entry file, view current due dates and produce your VAT return if your association is liable for it.
What Contact Association shares with the range
- GED. Store, organise and search your documents in a single folder, with Word and Excel integrated into the software.
- Message book. Archived internal and external messages, sorted by priority, date, caller or number.
- Schedules. That of the collaborators for tasks and deliveries, and that of the equipment if your association lends or hires it out.
- Remote access. Remote Windows desktop and cloud access, useful when volunteers are not all in the same place.
If your association hires equipment, Contact Location hooks into the same database. The full range is presented on the Contact software solutions.
A contactable publisher
ComputerLine has been publishing the Contact software since 1987 in Meyreuil, near Aix-en-Provence. Telephone support and remote maintenance are provided by the team that writes the software, and training is delivered by ComputerLine itself, a registered training provider with the Prefecture of the Provence-Alpes-Côte d'Azur region under number 93132385313.
Tell us how many members you support and how many people will be using the software. Write to us or call them 04 42 58 64 12, Monday to Friday from 9.00 am to 5.30 pm.