Advanced fundraising software designed for Australian Not For Profits

KLEVR APPS

Need a smarter donation management solution? Explore our cost efficient donor CRM software to drive engagement & donations.

Klevr Fundraising CRM offers a secure, scalable, and user-friendly platform to help large nonprofits across Australia and New Zealand manage donor relationships, optimise fundraising campaigns, and gain actionable insights – all within a single, unified solution on the Microsoft platform.

Klevr Fundraising ticks’ boxes for IT & Campaign Managers as a fundraising software of choice.

Purpose built donation management CRM created with direct Not For Profit industry consultation, by a certified Microsoft Solutions Partner and Fundraising Institute of Australia supplier member.

Image of person using a laptop in an office. There is a grant management system dashboard on the laptop screen.
FOR IT MANAGERS

Scalable, secure, and seamless integration

Klevr Fundraising is built on the robust and secure Microsoft Dataverse platform, ensuring that your data remains compliant, secure, and easily accessible. Whether integrating with Dynamics 365, Xero, or Microsoft 365, our solution guarantees a smooth transition while maintaining data integrity with powerful backup and access control mechanisms.

  • Seamless integration with Microsoft Cloud, Dynamics 365, Microsoft 365, and other systems.
  • Scalable Infrastructure for growth, built on the secure Dataverse platform.
  • PCI-Compliant Payments and enhanced Data Security.
Image of screenshot of fundraising software dashboard
FOR CAMPAIGN & DONOR MANAGERS

Smarter Fundraising & Donor Engagement

With Klevr Fundraising CRM, you can automate donor journeys, improve relationships, and optimise fundraising campaigns. The solution offers advanced tools for segmenting donors, managing campaigns, marketing automation and tracking engagement. Analyse campaign performance in real time, make smarter decisions and maximise your donations.

  • Manage Campaigns from appeals to pledges and donor commitments.
  • Enhanced Donor Journeys with automated marketing campaigns.
  • Powerful Insights using embedded Power BI to track performance.
Image of charity worker with lanyard smiling and introducing himself to a person.

Hi there, have you heard about the all-in-one fundraising CRM, that integrates with your Microsoft ecosystem?

Think beyond expensive, legacy solutions like Salesforce or Blackbaud, contact us for a demo today.

BENEFITS

Fundraising software empowering Australian Nonprofits to overcome fundraising challenges in 2025.

Combat Donor Fatigue with Personalised Engagement

Address concerns with donor frequency by automating tailored communications and creating more meaningful relationships with your supporters, boosting donor retention and repeat contributions.

Maximise Donations with Seamless Payment Processing

Offer a frictionless, secure donation experience to encourage greater giving. Whether online, through mobile, or in-person, streamline payment processing to increase donation volumes.

Drive Operational Efficiency in a Tight Market

With volunteer numbers shrinking, your team needs all the help they can get. Automate routine tasks like donor follow-ups, reporting, and donation processing, allowing your staff to focus on more strategic initiatives and increasing fundraising efficiency.

Enhance Your Data-Driven Fundraising Strategy

Make informed decisions with comprehensive data insights. By better understanding donor behaviour and campaign performance, you can refine your strategies and maximise fundraising potential even in a competitive environment.

Simplify Compliance and Regulation Navigation

As fundraising regulations become increasingly complex, our solution integrates financial and compliance reporting features, ensuring you stay compliant, without extra administrative burdens.

Future-Proof Your Fundraising Efforts

Stay ahead of the curve with technology that evolves with your nonprofit’s needs. Our platform will ensure you remain competitive and innovative.

Leverage Scalable Technology to Support Growth

Your nonprofit is growing, and so are the complexities of fundraising. Our solution scales with your organisation, allowing you to handle increased donations, more sophisticated campaigns, and evolving donor expectations with ease.

Build Public Trust Through Transparent Reporting

With increasing scrutiny on nonprofits, transparency is key. Our platform offers customisable reporting features, helping you provide clear, accessible insights into how donations are used, fostering trust and accountability.

Increase Financial Sustainability Through Smarter Fundraising

Achieve long-term stability by streamlining fundraising processes and diversifying donation streams. Our solution enables you to efficiently manage resources and increase funding, even during times of economic uncertainty.

FUNDRAISING PARTNER SPOTLIGHT
Image of charity worker with lanyard smiling and introducing himself to a person.

Meet Sitback, They help Not For Profits and charities increase donation revenue through human-centred design, psychology-led UX, and behavioural science.

KEY FEATURES OF KLEVR FUNDRAISING

 Klevr Fundraising software equips your nonprofit with the tools to streamline operations and maximise donations, helping you drive greater funding and support for your mission.

  • Campaign Management: Easily set up and manage fundraising campaigns, including appeals, pledges, and donor commitments.
  • Donor Engagement: Segment donors and create automated donor journeys with targeted marketing to boost engagement and retention.
  • Grant Management: Identify funding opportunities, track grant applications, and monitor outcomes with ease.
  • Integrated Payments: Seamlessly integrate with your finance system and payment portal to simplify donations and financial tracking.
  • Self-Service Online Portal: Empower donors and partners to manage donations, event registrations, and grant applications through a user-friendly and branded online portal.
  • Actionable Insights & Realtime Analytics: Access powerful, real-time insights with embedded Power BI to track campaign performance and drive smarter decisions.
  • Secure & Compliant: Ensure PCI-compliant payment processing and robust data security to protect sensitive information.
  • Built-in Microsoft Integration: Leverage seamless integration with familiar tools like Office 365 Apps, Microsoft Copilot, and more for improved collaboration and productivity.

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INTEGRATION

Klevr Fundraising software integrates with familiar platforms, software & apps.

Integration with other third party platforms by request.

Dynamics 365 Finance & Operations
Dynamics 365 Business Central Logo
Dynamics 365 Business Central
Dynamics Customer Insights Logo
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Dynamics 365 Business Central Logo
Microsoft Copilot
Dynamics 365 Business Central Logo
Microsoft Office
Dynamics Customer Insights Logo
Microsoft Outlook
Microsoft SharePoint
Dynamics 365 Business Central Logo
Microsoft Power Bi

Security & Compliance

Enterprise-grade security with peace of mind

Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.

Training & Support

Comprehensive training and local support

Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.

Managed Services

Expert managed services for ongoing success

Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.

Not for Profits -Klevr Grants

Streamline your fundraising efforts with sophisticated segmentation, tailored donor journeys and automated communications. Let’s see it in action.

Define Fundraising Campaign Objectives

We begin by setting clear and measurable goals for our campaign. We aim to raise $50,000 for a new scholarship program and also set a target for securing 100 monthly pledges at $50 each. We configure this into the campaign.

Segment Donor Database and Set Up Donor Journeys

Our Donor Manager uses Klevr Fundraising to segment the donor database into key groups, using built-in AI via Microsoft Copilot, they quickly identify high-value donors, recurring donors, event attendees, and new potential supporters (newsletter subscribers). We build donor journeys for each segment to tailor the campaign messaging and ensure that the right individuals receive the most relevant and compelling appeals.

Craft the Campaign Message

We develop a powerful campaign message using the Klevr fundraising software’s template tools. 

Set Up Donation Channels

The software enables us to set up various donation channels, including an online giving page via the branded online portal, SMS donation links, and event-based donation buttons. These channels are designed for convenience and accessibility, making it easy for supporters to contribute through their preferred method, whether online or during an event.

Create Campaign Materials

With the help of Klevr Fundraising, we creates customised campaign materials such as email templates, landing pages, and sms text messages. These materials are designed to engage different donor segments, providing them with the necessary information and a clear path to donate or pledge support.

Set Up Pledge Tracking

For the recurring donation option, we set up pledge tracking. Donors can commit to a monthly contribution of $50 and set up automatic payments via our online portal and direct integration of our payment gateway. This allows donors to manage there pledge and helps us monitor progress towards our donation goal in real-time.

Launch Campaign

Once everything is in place, we officially launch the campaign. Emails are sent to the segmented donor groups, the online portal landing and donation page goes live, and sms campaigns go live. The Klevr Fundraising supports a coordinated, multi-channel launch, helping us reach a wide audience quickly and effectively.

Monitor and Adjust

Throughout the campaign, we use Klevr Fundraising’s real-time dashboard to track progress. We monitor key metrics like donations received, donor engagement, and conversion rates from different channels. If certain areas show low performance, the team can quickly adjust strategies, such as revising messaging or increasing outreach to specific groups.

Acknowledge and Steward Donors

After the campaign concludes, the software automatically sends thank-you emails and donation receipts to all contributors. We also use the software to follow up with major donors, sending personalised notes of appreciation. These stewardship efforts help maintain donor relationships and build trust for future campaigns.

Analyse and Report Results

Once the campaign is over, we generate comprehensive reports using Klevr Fundraising. These reports provide insights into the campaign’s success, including total funds raised, the number of recurring pledges secured, and donor retention rates. The team reviews this data to understand what worked well and refine future strategies. Campaign data is used in our annual reports and financial statements.