Daxko Operations Features
What are the features of Daxko Operations?
Constituent Management
- Constituent Profiles
- Online Portal
- Donor Communications
Marketing Automation
- Email Marketing
Top Rated Daxko Operations Alternatives
Daxko Operations Categories on G2
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General Ledger
Journal Entries | Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. | Not enough data | |
Tags / Dimensions | Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | Not enough data | |
Audit Trail | Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | Not enough data |
Accounts Receivable
Invoice Customization | The layout of the invoice template is fully customizable and you can add or remove fields. | Not enough data | |
AR Automation | Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. | Not enough data | |
Collections Automation | The system automates the dunning process to help drive collections | Not enough data |
Accounts Payable
AP Automation | Steamlines data entry by auto populating recurring or predefined vendor values | Not enough data | |
Payment Processing | Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | Not enough data | |
Purchase Orders | Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | Not enough data |
Administration
User Dashboard | Allows users to customize their home page to display the information relevant to their role and tasks. | Not enough data | |
Donor Profiles | Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. | Not enough data | |
Reporting | Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. | Not enough data | |
Templates | Provides standard templates for letters and emails and/or allows users to create their own. | Not enough data | |
Customization | Creates custom fields to track information about donors or gifts that is specific to an organization. | Not enough data |
Donor Management
Moves Management | Tracks action steps and notes for each prospective donor in the donor pipeline. | Not enough data | |
Pledge Tracking | Records gift pledges and updates remaining amount based on installments. | Not enough data | |
E-Document Storage | Allows electronic files to be uploaded and stored within donor profiles. | Not enough data | |
Acknowledgments & Communications | Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. | Not enough data |
Interoperability
Event Tracking | Stores event registration and ticketing information collected through online forms or manual data entry. | Not enough data | |
Gift Tracking | Downloads gift information from integrated fundraising tools into donor profiles. | Not enough data | |
Fund Accounting | Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. | Not enough data |
Constituent Management
Constituent Profiles | Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. This feature was mentioned in 10 Daxko Operations reviews. | 78% (Based on 10 reviews) | |
Online Portal | As reported in 10 Daxko Operations reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. | 77% (Based on 10 reviews) | |
Donor Communications | As reported in 10 Daxko Operations reviews. Enables gift acknowledgment and letter and electronic communications with constituents. | 72% (Based on 10 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. 10 reviewers of Daxko Operations have provided feedback on this feature. | 65% (Based on 10 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | Not enough data | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | Not enough data | |
Marketing ROI Analytics | Analyzes effectiveness of an organization's various marketing activities | Not enough data |
Workflow Automation
Donor Prospecting | Automates activities and reminders for each of your prospects to help move them along the donor pipeline. | Not enough data | |
Data Entry | Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. | Not enough data | |
Task Delegation | Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. | Not enough data |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. | Not enough data | |
Dashboards | Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) | Not enough data | |
Automated Reports | Allows users to schedule automated reports to be pulled at a specified day and time. | Not enough data |
Integrations
Accounting | Provides fund accounting support to track payments receivable and pending. | Not enough data | |
Fundraising | Supports online donation and event registration processing and imports fundraising data into records. | Not enough data | |
Grant Management | Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. | Not enough data | |
Sales POS | Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. | Not enough data |
Activity Management
Sports League Management | Creates sports league rosters and game schedules, and tracks team scores. | Not enough data | |
Registration Management | Automates online creation and registration for classes and activities, with customizable fields for required information, payment, and waivers. | Not enough data | |
Communication Tools | Supports text and email messaging to visitors for communicating confirmed registrations and upcoming offerings. | Not enough data |
Facility Management
Site Reservation | Allows visitors to reserve recreation center rooms or campground sites, and displays current availibility for sites. | Not enough data | |
Instructor Management | Manages instructor lists and pay rates, and allows activities to be sorted by assigned instructor. | Not enough data | |
Membership Management | Manages all programmed membership levels, facility access, and card printing and scanning. | Not enough data |
Sales Tools
Point of Sale | Processes registrations, sells merchandise, and books facilities from the same centralized POS screen. Either provides POS functionality natively or integrates with dedicated POS tools. | Not enough data | |
Inventory Management | Monitors all merchandise and equipment inventory for rentals and sale, and tracks vendors. | Not enough data | |
Billing Automation | Creates invoices and automated custom payment plans, and stores credit card information. | Not enough data |
Platform
Data Reporting | Provides standard and custom reports to monitor revenue, visitor influx, and other key metrics. | Not enough data | |
Branding Tools | Enables users to customize online portals and sites to fit public branding. | Not enough data |
