Automated CRM

Automate Your Onboarding Process

Create & configure multiple onboarding funnels designed to efficiently get your staff and board up running.

Manage your nonprofit like a pro with CauseDash, the All-in-One Mission Management Software that empowers collaboration with your team, and streamlines interaction with your board, staff and donors.

Replaces…

One-Stop Contact Management

See and manage all Contact information and resources in one place

Assign Contacts to specific Staff or Board Members for cultivation or support

Assign each Client or Donor a “Coordinator” as their go-to point of contact

Keep Private or Shared Notes on every interaction with the Contact

Quickly create and manage internal Tasks related to the Contact

Upload/Manage/Download all Contact Files from their Dashboard

Experience the convenience of one-stop contact management with CauseDash. Access and manage all contact information and resources in one central location, ensuring your team stays organized and efficient.

Automate with CRM Circles

CRM Circles give you the power to make assignments based on Circle affiliation

Easily assign Circle(s) in the Add Contact form, or via a Form or via the API

Pre-create entire sets of Portal Pages, file repos, and assign via Circle

Users can be part of just one Circle, or overlap multiple Circles

Simple drag &drop to add or remove Users from a Circle

Use Automations to add/remove the User to/from one or more Circles, which can be used to control their experience

Harness the power of CRM Circles to automate and standardize and customize each User's experience. Assign Circles via the Add Contact form, Forms, or API.

Company First Workflows

Contacts can represent multiple Companies & easily switch between them with Profile Switcher

Option to assign all Portal items, Projects, etc., to the Company directly, so your processes don’t change when your Primary Contact at that Company changes

Assign the “Primary Contact”, the person at the Company who receives all notifications and updates

If that person leaves the company, you simply assign a new Primary Contact

Imagine having all your contact information and resources perfectly organized and accessible from a single location. CauseDash’s centralized management suite ensures that every detail is at your fingertips, streamlining communication and efficiency in your operations.

Deal Stages Pipeline

Track key metrics during the development process through stages

Four different view styles to choose from to monitor the pipeline from all angles

Drag & drop Deals cards to different stages in a Kanban-style interface

Keep your development team organized and focused as you track opportunities

Forecast revenue and fundraising growth, and receive insight to drive new initiatives

Monitor key insights with four unique view styles and a drag-and-drop interface, your development process stays organized and focused. Forecast revenue and gain valuable insights to drive growth and new initiatives.

Many Onboarding Options

Customize a Kickoff Form with your questions and custom data fields

Forms, FLOWs, Checklists & Dynamic Proposals help route your Prospects into the right workflows

Customize the styling for everything via built-in settings and custom CSS so that it matches your brand perfectly

Auto-assign unique permissions and auto-trigger specific automations for each onboarding workflow

Effortlessly guide new staff or Board members with CauseDash’s complete onboarding options. Auto-assign permissions and trigger specific automations, creating a seamless and efficient onboarding process tailored to your nonprofit's needs.

User Management & Automations

Add Companies & Contacts manually, by import, by form, or via API

Auto-add CRM Targets to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using CRM Circles

Auto-Assign Companies to a specific Coordinator (point of contact)

Auto-Schedule your Calendar with Prospect/Client follow-ups

Auto-Generate Projects using Project Generators & Task Templates

CauseDash’s User Management & Automations feature allows you to seamlessly add Companies & Contacts through multiple channels, including manual entry, import, forms, or API.

Easy Work Flows

Automatically trigger a FLOW for a new Client to complete before access to the Portal

Have your Client eSign documents, fill out forms, upload files and more in an automated sequence

Activate an Onboarding FLOW after self-registration or a bulk CRM import

Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

Seamless work processes with FLOWs. Automatically trigger a FLOW for your members to complete essential tasks like eSigning documents, filling out forms, setting an appointment, uploading files and more!

Trigger / Actions Automations

Chain several Actions in a row that are triggered automatically

Auto-Add Contacts to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using Member Circles

Auto-Generate Projects using Project Generators & Templates

Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Members set up behind the scenes

Experience unparalleled efficiency by chaining multiple actions in a sequence that automatically triggers, reducing manual tasks and freeing up your time for strategic work.

Event Generators & Calendar

Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact

“Set & forget” Events on your calendar for a meeting, send a follow-up email or reach out to Contact

Events are displayed on your Calendar to keep you on track

You can sync your SuiteDash calendar with your Google Calendar

Event Generators let you “pre-design” a series follow-ups so that you don’t have to create them manually. Meetings, follow-up emails, or outreach tasks are all automatically created & visible on your CauseDash Calendar.

Contact Data Import / Export

Powerful method for adding large batches of CRM entries

‘Remember Selection’ makes it easy to standardize the field selections & order of your Export

Add Custom Field data & set Automation during the Import

Export everything in one go using the Data Export feature

Manage your CRM data with CauseDash’s powerful Import/Export features. Add large batches of CRM entries with ease, standardize field selections with saved configurations, incorporate Custom Field data, and trigger Automations during import.

CRM Bulk Edit

Powerful and easy way to update multiple Contacts at one time

Intuitive options let you update just one data field, or many data fields

Select a Circle(s) and update the data of everyone in a Circle with one simple operation

Easily change the Coordinator or for hundreds of CRM entries at once

Update multiple CRM entries at once, whether it’s a default Data Field, a Custom Field, or a huge combination of both. Quickly modify details for entire Circles, and reassign Coordinators for hundreds of Companies or Contacts.

I love using CauseDash. It allows me to automatically provide an orientation for my board using automation.

Carl W., BeatCancer.org

Award Winning Software

We have partnered with SuiteDash, an award winning company, to bring you the underlying software that powers CauseDash. So, you can be assured that our technology will perform at the highest levels.

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Billing & Invoicing

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CRM & Billing

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Business Portals

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User Portals

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Task Management

Tel. 866-292-6490
927 Elverson Road

Morgantown, PA 19543

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