Zeffy Features
What are the features of Zeffy?
Administration
- Reporting
- Interaction Tracking
- Automation
- Donor Profiles
Fundraising
- Campaign Management
- Online Donation Portal
- Event Planning
- Recurring Donations
- Peer-to-peer Fundraising
- Mobile Capabilities
Marketing
- Email Marketing
Constituent Management
- Online Portal
- Donor Communications
Marketing Automation
- Email Marketing
- Campaign Management
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Zeffy Categories on G2
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Administration
Reporting | Reports on various important data and metrics. This feature was mentioned in 229 Zeffy reviews. | 90% (Based on 229 reviews) | |
Interaction Tracking | The ability to track each interaction with donors and maintain a record of their giving history. 224 reviewers of Zeffy have provided feedback on this feature. | 92% (Based on 224 reviews) | |
Automation | Tools to automate a variety of processes such as email marketing and emailing receipts. 219 reviewers of Zeffy have provided feedback on this feature. | 89% (Based on 219 reviews) | |
Donor Profiles | Profiles for each donor including contact information, interaction history, and giving history. 217 reviewers of Zeffy have provided feedback on this feature. | 88% (Based on 217 reviews) | |
User Dashboard | Allows users to customize their home page to display the information relevant to their role and tasks. 10 reviewers of Zeffy have provided feedback on this feature. | 98% (Based on 10 reviews) | |
Donor Profiles | Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. This feature was mentioned in 10 Zeffy reviews. | 98% (Based on 10 reviews) | |
Reporting | Based on 10 Zeffy reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. | 98% (Based on 10 reviews) | |
Templates | As reported in 10 Zeffy reviews. Provides standard templates for letters and emails and/or allows users to create their own. | 98% (Based on 10 reviews) | |
Customization | As reported in 10 Zeffy reviews. Creates custom fields to track information about donors or gifts that is specific to an organization. | 93% (Based on 10 reviews) |
Fundraising
Campaign Management | As reported in 224 Zeffy reviews. The ability to plan and execute fundraising campaigns based around specific goals. | 91% (Based on 224 reviews) | |
Online Donation Portal | Based on 225 Zeffy reviews. The ability to accept donations online via a website, social media, or mobile device. | 95% (Based on 225 reviews) | |
Event Planning | Based on 220 Zeffy reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking. | 89% (Based on 220 reviews) | |
Recurring Donations | Based on 217 Zeffy reviews. The ability to set up recurring donations of a specific amount at a chosen interval. | 89% (Based on 217 reviews) | |
Peer-to-peer Fundraising | Based on 212 Zeffy reviews. The ability to create social media fundraising pages that are shareable and leverage social networks. | 86% (Based on 212 reviews) | |
Mobile Capabilities | Based on 215 Zeffy reviews. The ability to use mobile devices to collect in-person donations at an event or kiosk. | 88% (Based on 215 reviews) |
Marketing
Email Marketing | As reported in 220 Zeffy reviews. Tools to create, customize, and send out mass marketing emails to specific donor groups. | 85% (Based on 220 reviews) |
Donor Management
Moves Management | As reported in 10 Zeffy reviews. Tracks action steps and notes for each prospective donor in the donor pipeline. | 92% (Based on 10 reviews) | |
Pledge Tracking | Records gift pledges and updates remaining amount based on installments. 10 reviewers of Zeffy have provided feedback on this feature. | 90% (Based on 10 reviews) | |
E-Document Storage | As reported in 10 Zeffy reviews. Allows electronic files to be uploaded and stored within donor profiles. | 87% (Based on 10 reviews) | |
Acknowledgments & Communications | Based on 10 Zeffy reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. | 95% (Based on 10 reviews) |
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 | As reported in 11 Zeffy reviews. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. | 91% (Based on 11 reviews) | |
Online Portal | 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. This feature was mentioned in 12 Zeffy reviews. | 93% (Based on 12 reviews) | |
Donor Communications | Based on 12 Zeffy reviews. Enables gift acknowledgment and letter and electronic communications with constituents. | 90% (Based on 12 reviews) |
Marketing Automation
Email Marketing | Based on 12 Zeffy reviews. 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. | 92% (Based on 12 reviews) | |
Lead Management | Based on 11 Zeffy reviews. 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. | 88% (Based on 11 reviews) | |
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. 12 reviewers of Zeffy have provided feedback on this feature. | 94% (Based on 12 reviews) | |
Marketing ROI Analytics | Based on 11 Zeffy reviews. Analyzes effectiveness of an organization's various marketing activities | 91% (Based on 11 reviews) |
Workflow Automation
Donor Prospecting | Automates activities and reminders for each of your prospects to help move them along the donor pipeline. 10 reviewers of Zeffy have provided feedback on this feature. | 82% (Based on 10 reviews) | |
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 | As reported in 10 Zeffy reviews. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. | 80% (Based on 10 reviews) |
Reporting & Analytics
Reporting | As reported in 11 Zeffy reviews. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. | 91% (Based on 11 reviews) | |
Dashboards | Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) This feature was mentioned in 10 Zeffy reviews. | 95% (Based on 10 reviews) | |
Automated Reports | As reported in 10 Zeffy reviews. Allows users to schedule automated reports to be pulled at a specified day and time. | 85% (Based on 10 reviews) |
Integrations
Accounting | As reported in 11 Zeffy reviews. Provides fund accounting support to track payments receivable and pending. | 94% (Based on 11 reviews) | |
Fundraising | Based on 11 Zeffy reviews. Supports online donation and event registration processing and imports fundraising data into records. | 95% (Based on 11 reviews) | |
Grant Management | Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. This feature was mentioned in 10 Zeffy reviews. | 82% (Based on 10 reviews) | |
Sales POS | Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. 10 reviewers of Zeffy have provided feedback on this feature. | 92% (Based on 10 reviews) |
