Recurring Tasks for Important Dates
The system can automatically create tasks based on birthdays, anniversaries, or other key dates. This ensures you never miss an opportunity to reach out and engage with your donors on meaningful occasions.
Tracking Multiple Tasks per Donor
You can record multiple tasks for each donor or organization, helping you maintain a detailed history of interactions. Ad-hoc tasks can also be created on the diary screen as needed.
Examples of Outreach Tasks
- Making a courtesy call to a donor
- Submitting a proposal to an organization
- Following up on a prospect
Tasks can be assigned to all users by default or delegated to specific users as required.
Benefits of a Task-Based System
A system that creates recurring tasks allows you to automate key outreach reminders, track all interactions, and delegate work efficiently. This helps you manage donor outreach more effectively and build personalized, lasting relationships.
