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All nonprofits share a common dream: to make the world a better place. They also share a common reality: they rely on donors and funding to keep working toward their goals.
That’s where Eleo comes in. The people behind Eleo believe every nonprofit—no matter its size—should have access to affordable, comprehensive donor management software to support its crucial fundraising and donor cultivation tasks. So that’s exactly what we’ve developed.
Eleo is a product of Community Software Solutions, Inc. (CSS), a company whose specialized software has supported the social programs of numerous nonprofits and governmental organizations since 1991. Eleo grew out of CSS founder and CEO Mark Grossman’s commitment to supporting the vital role nonprofits play in our society. Mark realized the company’s data management and tracking technologies could be applied to provide nonprofits large and small with useful, niche-specific, user-friendly tools to help them make the most of their donor cultivation and fundraising efforts.
Support for philanthropic work is at the heart of Eleo’s mission: our name takes its inspiration from the Greek goddess Eleos, the personification of charity and compassion (the English word eleemosynary, meaning “pertaining to charity,” stems from similar Greek roots). Our staff members are deeply engaged in charity work—both as active volunteers and as donors and supporters—and we believe in the power of nonprofits to bring about positive change.
Your organization has important work to accomplish. We want to help you make a bigger difference in the world by giving you access to software specifically designed to increase your donor cultivation and fundraising results, so you can spend your time and energy where it matters most.
Donor Database & Contact Management (CRM)
Eleo’s nonprofit CRM is designed to make entry and access to donor records quick and easy, helping to build donor relationships for higher fundraising results.
Track Donor, Volunteer & Fundraising Contacts in One Place
with Nonprofit CRM Software Built to Meet Small to Medium Nonprofit Needs
Fundraising and Giving History
Mailings and Communications
Relationships
Volunteer Hours
Reports
Memberships
Gift Entry, Tracking
Track matching gifts, pledges and tributes
Accept recurring donations
Assign donors to staff and volunteers
Manage membership levels, payments and renewals
Personalize, automate and track Thank Yous
Process end of year statements and receipts
Track anonymous donors and donations
Automatically populate contact and gift information into your database using integrated Web Forms.
Nonprofit CRM List Building
Create unlimited segmented lists for appeals, events, donor retention, and more.
Filter for exclusive or inclusive results.
View and export your lists by name, date, status, list type and who it was created by.
Combine and edit donor, membership, volunteer and contact lists at any time.
Use lists in database searches, mailings, reports, and more.
Select criteria from contact information, donation history, events, memberships, and more.
Donor Mailings & Communications
Create personalized mailings and emails
Schedule and assign tasks with your donor stewardship calendar
Generate dynamic, segmented lists of your supporters
Automatically send receipts and thank yous using Eleo’s integrated Web Forms
Review mailing history of thank yous, appeals, notes, tasks and more
Send custom end-of-year statements and receipts
Build unlimited mailing templates for emails, mail merge and letters
Integrates with Constant Contact, Mail Chimp, and Microsoft Word
Fundraising Event Management
Create invitee lists and track attendance
Manage details of participant registration
Coordinate your fundraising team using Eleo’s Task & Calendar
Send personalized mailings and event communications
Design branded event registration forms
Organize event participants into teams, groups, tables and more
Automate registration confirmations and thank yous
Track activities, expenses, and event-related documents
Donor Forms, Fundraising Pages & Donation Management
Accept recurring donations & monthly giving
Give donors the option to cover payment processing fees
Built-in confirmation page
Match the look and feel of your organization with fonts, background colors and more
Design branded donor forms and donate buttons
Standalone web donation page and embedded form options
Automated ‘Thank You’ emails
Review all transactions prior to processing into contact record into your database
Nonprofit Fundraising Reports & Analytics
Filter contact and gift reports easily
Track donor retention, new donors, lapsed donors, top donations and more
Create custom end-of-year statements and receipts
Save favorite reports to your fundraising reporting dashboard
Generate unlimited reports for events, grants, memberships and volunteer management
Build custom nonprofit reports for contacts, gifts and grants
Integrates with QuickBook Online, Microsoft Word and Excel
Access to a full suite of standard reports
Nonprofit Task Management
Create customized nonprofit task management task categories to meet all your needs
Schedule recurring tasks for the year
Assign tasks to other members of your fundraising team
Set reminders to track due dates for your grants and mailings
Integrate your Eleo Calendar with Google Calendar
View your task management calendar on homepage
Organize your task list by type, priority, completion date and more
Track tasks associated with donors, events, grants, donations, mailings and more
Nonprofit Membership Management
Create unlimited online membership sign up forms
Send automatic thank yous for online membership payments
Track multiple membership types and levels
Generate expiration, renewal, and payment reminders
Process memberships in bulk
Choose your renewal timeframe: annual, anniversary, etc.
Organize and view memberships straight from a donor’s contact record
Access a wide variety of membership reporting
Nonprofit Volunteer Management
Manage and track volunteer activities
Create personalized volunteer communications
Maintain records of training, orientation and background checks,
Generate online volunteer sign up and interest forms
Group volunteers by interests, skills, and availability
Access a wide variety of volunteer reporting
Develop volunteer jobs and record hours of service
Create lists based on volunteer’s availability, skills and interests
Grant Management
Record grant details such as contact info, funder type, start and end dates and more
Create and assign tasks to one or more team members
Link grantor’s contact record with a specific grant
Set due dates and record outcomes
Maintain records of expenses, milestone dates and award totals
Access and download standard and custom reporting
Upload related documents within each grant record
Track budgeted and awarded amounts
Custom Nonprofit Fundraising Dashboard
Access recently viewed contacts and new donations.
Schedule tasks with donors, events, grants, gifts, mailings, and more.
Compare and review yearly fundraising totals.
Process thank you letters and receipts.
Monitor Campaign and Appeal fundraising totals.
View donor retention statistics by date range.
Save unlimited favorite reports.
Capture top donors and top donations by date range.
Nonprofit CRM Security & Data Back Up
Security Services to Protect Your Data
Hosted on Microsoft Azure
Firewall and Physical Security
Antivirus/Antimalware Protection
SSL and Encryption
Automatic Backups
Authorized Access Validation
Nonprofit Client Data Ownership & User Rights
No data changes or deletion without your full consent
No database entry without your full consent
No contact or solicitation with your contacts
Hosted on Microsoft Azure Servers
Eleo is a monthly subscription with no contracts
Export your data by PDF, Excel or CSV at any time
Nonprofit Client Data Import Tool
Use Eleo’s import templates to format your data to excel and CSV documents.
Available step by step import guide to walk you through the process before you begin.
Map information to data fields in a contact record and gift screen.
Limit access to the import tool with defined user roles.
Upload information to custom fields created in a contact record or gift screen.
Review a detailed import report when finished.
Import both contact and gift information at the same time.
The Import Tool is available for trial users and Eleo clients.
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