AssoConnect Review

AssoConnect is a cloud-based association management software designed to help nonprofit organizations manage donations, online payments, volunteers and fundraising events. It includes a CRM (customer relationship management) module, which allows administrators to store information about beneficiaries, volunteers and donors such as contact details, volunteer history, membership status, event attendance and more.
The application allows employees to create and run donation campaigns, upload images or videos, and accept one-time or recurring donations through debit or credit card processing and check transfers. Interested parties can use AssoConnect‘s website builder to add content, logos, images, videos, and social media links on a drag-and-drop interface.

ASSOCONNECT – TUTORIAL

ASSOCONNECT – FEATURES

• Guided accounting registration: the software guides you in entering your expenses and income. It shows your activities and translates them directly into the correct accounting accounts.
• Connected to other software modules: the membership accounting module is connected to other management software features. Find your donations, memberships, and ticket purchases directly in Accounting.
• Accounting documents: balance sheet, income statement, general ledger, accounting journals and audit balance sheet are automatically generated in Excel or PDF format.
• Control panels and overview charts: simple indicators help you understand your association’s financial situation quickly and in real time to make the right decisions.
• Follow your cash flow in real time: check that your bank account and the association’s account match. To save even more time, synchronize the program with your bank.
• Keep track of the amount of money available in your online account: if you collect money via online payment, always see the balance of the amounts collected in your online account. At any time, transfer this money to your bank account.
• FEC format management: with one click, generate a file in FEC (Accounting Entries File) format, supported by tax authorities.
• Communicate effectively: choose the communication channel that best suits the groups or people in your database, via email or direct mail.
• Better manage its members to save time and autonomy: view a summary of all your interactions with a member in your association’s CRM. View the history of their memberships, donations, emails sent to them, etc.
• Organize access rights: define properties editable by members themselves, those editable only by administrators, properties specific to certain groups, etc.