Eleo Review

Eleo is a cloud-based fundraising and donor management software developed for nonprofit organizations. The system includes tools to track donors, record donations, create acknowledgement emails, manage events, and more. Users can record contact and donor information in detailed profiles and enter and track gifts. Data fields can be customized and an unlimited number of phone numbers, mailing addresses, emails and notes can be stored. Users can view donor interests, donation history and statistics, graphical summaries of donations, pledge information, mailing history, and more. Credit card processing enables online giving, and the mail dashboard ensures that gift acknowledgements and thank-you letters are processed. A range of mailings can be created through the step-by-step process in the mailing wizard, such as newsletters, solicitations, pledge reminders, subscription renewals, receipts, and thank-you letters, and can be customized with donor details.

ELEO – TUTORIAL

ELEO – FEATURES

• Full device access
• Choose donor communication preferences, such as anonymity, formal and informal greetings, and “do not contact” options.
• Add custom fields to the standard contact record
• Use calendar to keep track of donor management and activities
• Display chronological history of donor interactions, fundraising, and contact participation
• Easy-to-read contact record with quick and easy donor entry
• Assign donors to a specific team member
• Create dynamic and fixed lists of your supporters
• Access large CRM software features at small prices for nonprofits
• Keep track of matching gifts, pledges and tributes
• Take recurring donations
• Assign donors to staff and volunteers
• Manage subscription levels, payments and renewals
• Customize, automate and track thank-you notes
• Process statements and year-end receipts
• Keep track of anonymous donors and gifts
• Automatically enter contact and gift information into your database using built-in Web forms.
• Create personalized mailings and emails
• Schedule and assign tasks with donor management calendar
• Generate dynamic, segmented lists of your supporters
• Automatically send receipts and thank-you notes using built-in Web forms
• Monitor mailing history for thank-you notes, appeals, notes, activities and more
• Send personalized statements and year-end receipts
• Create unlimited mail templates for email, mail merge and letters
• Integrates with Constant Contact, Mail Chimp and Microsoft Word
• Easily filter contact and gift reports
• Track donor retention, new donors, lapsed donors, major gifts, and more
• Create custom statements and year-end receipts
• Save favorite reports to your fundraising report dashboard
• Generate unlimited reports for events, grants, memberships and volunteer management
• Create custom reports for nonprofits for contacts, gifts and grants
• Integrate IT with QuickBook Online, Microsoft Word and Excel
• Access to a full suite of standard reports
• Create guest lists and track attendance
• Manage attendee registration details
• Coordinate your fundraising team using the solution’s activities and calendar
• Send customized mailings and event communications
• Design registration forms for branded events
• Organize event participants into teams, groups, tables, and more
• Automate registration confirmations and thank-you notes
• Keep track of event activities, expenses, and documents