resultsplus! is the leading fundraising software designed to track donors, prospects, pledges, members, grants, gifts and solicitations for non-profit organizations.  

resultsplus! feature list
Accounting
  • Export gift data directly to Microsoft� Excel or to a text file for use by your accounting software
  • Define a template for your accounting department's General Ledger and include G/L codes in reports
  • Integrate seamlessly with QuickBooks®*
  • Import data from a Microsoft� Excel or text file generated by your accounting package into resultsplus!�
Constituent Management
  • Manage donors, prospects, solicitors, and tributes
  • Track multiple contacts within households and corporations
  • Track multiple addresses and family information
  • Customize user-definable fields for storing donor details
  • Enter date-stamped notes in a record's free-flowing notepad
  • View giving history of any donor or group of donors
  • Track relationships with other individuals and organizations
  • Email individuals, groups, or the individuals and organizations identified by a query
Credit Card Processing
Custom Forms and Tables
  • Create quick entry forms to speed up data entry
  • Modify forms, fields, and pages or create new ones
  • Customize and create your own drop-down menus
  • Make almost any field a required field
Database Platforms
  • Use Microsoft� Jet, Microsoft� SQL Server, or Sybase SQL Anywhere�, depending on your database needs
  • Choose our hosted environment and let Metafile manage your database and the I.T.
Donor Cultivation
  • Access contact and grant information directly from Planner
  • Track method of contact (phone, visit, etc.)
  • Define cultivation status and use complete contact history as a tool for cultivating donors, also known as Moves Management®
  • Use free-flowing notepad for contact conversation notes to help with relationship building
  • Print or email reports for contacts, solicitors, calendar, even complete notes history
  • Assign solicitors to contacts
  • Take advantage of the Outlook® Synchronization* with your resultsplus! planner
Donor Segmentation & RFA Analysis
  • Set up donor segmentation codes to identify donors based on recency and frequency of giving and amounts given
  • Use these codes for fine-tuning your targeted appeals
Email Integration
  • Create HTML email templates for your newsletters, alerts to your constituents, etc.
  • Embed donor data in email thank yous, pledge reminders, and general correspondence
  • Synchronize Outlook® emails and appointments*
Event Management
  • The eventsplus!* module is fully integrated with resultsplus!�
  • Plan, manage, and report on special events
  • Share one database and donation history with resultsplus!�
  • Mail merge from within eventsplus!�
  • Use event specific standard reports or create your own with Crystal Reports�
Gifts
  • Process and report on any type of gift: online gifts, payroll deduction and other recurring gifts, pledges and memberships, in-kind, effective value, matching, anonymous...you name it!
  • Validate and process credit card transactions online
  • Process and report soft credits and tax value
  • Attach gifts to individuals (for separate giving histories) or to households and corporations (for combined histories)
  • Allocate gifts to separate funds, campaigns, and appeals
  • Splits gifts between different funds
  • Associate gifts with solicitors
  • Associate gifts with one or more tributes, memorial or honorary
  • Gift Details can be stored in user-definable fields
  • Enter gifts using batch processing
  • Use built-in calculator to check totals
  • Ensure totals balance before posting using our built-in batch calculator and audit functions
Grants
  • Record and track proposal dates, guidelines, documents, and correspondence
  • Use free-flowing notepad for each grant
  • Grant deadlines appear as tasks on daily Planner
Import & Export
  • Process online donations using built-in functionality in resultsplus! to reduce tedious manual entry
  • Import and export mailing lists and spreadsheets
  • Update addresses from mailing lists
  • Import lists of donors, prospects, members, gifts, tributes, etc.
  • Import information for custom tables you design
  • Export directly to Excel or ASCII text files
  • Export reports to PDF, Microsoft� Word, Excel, Lotus�, XML or your email application
Information-At-A-Glance
  • View donor information instantly with built-in financial summaries
  • Customize your own views on user-definable standard forms
  • Run standard reports to see a comprehensive summary of a constituent's entire record including contact and giving history
  • Consolidate frequently-used fields on a single screen for convenient viewing and editing
  • Create folder alerts that pop up to remind users of crucial information about constituents
Mailings Made Easy
  • Mail Merge Wizard moves you through step-by-step mailing process for letters, emails, and faxes
  • Seamless interface with Microsoft� Word and Corel WordPerfect� helps you design letters, labels, thank yous, reminders, and more
  • Create and modify merge documents
  • Add merge fields and barcodes easily to any document
  • Avoid multiple mailings within families or organizations
  • Expand mailings to reach team members or employees
  • Generate and record mass mailings
  • Reach donors at their seasonal addresses
Membership
  • Integrate your membership data with your donor database
  • Track and report on membership history
  • Print thank yous, reminders, and membership cards easily
Online Donations
  • Automatically bring online donations from BankServ� into a gift batch in resultsplus!, reducing data entry time and errors
Planner
  • Track commitments including grants, contacts, appointments, and tasks with our unique daily Planner
  • Direct access to contact and grant records
  • Display solicitation appointments, Moves Management� steps, staff coordination, notes, and more!
  • Built-in pledge and grant reminders
  • Move entries to different time slots and days, and transfer entries to other users
  • Print report on all scheduled tasks in a timeframe
  • Synchronize calendar with Microsoft Outlook® *
Pledges
  • Attach pledges to all types of constituents: individuals, corporations, etc.
  • Allocate pledges to separate funds, campaigns, and appeals
  • Associate pledges with solicitors
  • Pledges can be matched, and the match rate and match party are entered right in the original pledge
  • Enter detailed pledge information in user-definable fields
  • Flexible payment schedule (monthly, bi-monthly, semi-annually, annually, or user-defined exceptions)
  • Write-off a pledge balance and record details about the write-off
  • Generate solicitations, reminders, and thank you letters
  • See automatic "Pledge Reminders Due" notice on your daily planner, click on that reminder and you're taken into Pledge Reminders processing
Query
  • Query any field in your database, including your own custom tables
  • Import and export query definitions
  • Export query results to Microsoft� Excel or ASCII files
  • Add formatting to your query using the Quick Report Wizard to create a report "on the fly"
  • Associate your quick report with the query to format it the same each time you run that query
Reports & Report Writer
  • Choose from hundreds of standard reports that let you set the parameters
  • Built-in standard reports help you track the success of your appeals, campaigns, funds, solicitors, and events
  • Modify and customize standard reports using the award winning Crystal Reports� software
  • Even create your own custom reports using Crystal Reports®
Security
  • Secure sensitive information by controlling view and edit rights at user and workgroup levels
  • Prohibit users from editing gifts after posting
WealthEngineTM
  • Interface directly with WealthEngineTM; web site to research prospects
 
* indicates new optional add-on feature or module
 
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