Track all of your fundraising tasks. Tasks can be associated with a constituent or they can be standalone work items that need to be completed. Use integrated time tracking to keep tabs on how much time your team is spending on fundraising.

Add contact reports in connection with any completed task, or directly to a constituent's record. Contact reports are a good way to measure how much outreach you are doing.

Create mail merge templates, or send mailings to a list of constituents. Integrated mail merge supports custom page and envelope sizes, as well as most standard Avery label formats. Letters can be customized individually prior to generating PDFs for printing.

Notes and comments are useful for capturing internal team dialogue about a particular activity. Notes and comments always display with their sources clearly indicated so you can follow the conversation.