Donation management software designed for New Zealand Not For Profits
KLEVR APPS
Looking for a more efficient way to manage your donations? Discover our cost-effective donor CRM software, designed to boost engagement and fundraising success.
Klevr Fundraising CRM provides a secure, scalable, and intuitive platform, empowering New Zealand’s leading non-profits to cultivate donor relationships, maximise campaign impact, and track real-time analytics. All within a streamlined, unified solution built on the Microsoft platform.
Klevr Fundraising donation management software meets the needs of both IT & Campaign Managers.
Our donation management CRM solution has been designed with direct consultation with the Not For Profit sector. We are a certified Microsoft Solutions Partner and have worked with some of New Zealand’s most recognisable Nonprofits.
FOR TECHNOLOGY TEAMS
Streamlined, Secure, and Adaptable
Klevr Fundraising, powered by Microsoft Dataverse platform, provides a secure and compliant platform designed for smooth integration. Connect effortlessly with your existing Microsoft environment, including Dynamics 365, Xero, or Microsoft 365, ensuring data integrity and minimal disruption. Benefit from automated backups and comprehensive access management.
- Effortless integration within your Microsoft Cloud, Dynamics 365, and Microsoft 365 environment.
- Scalable Dataverse architecture for future growth and evolving needs.
- Secure PCI-DSS compliant payment processing and advanced data safeguarding.
FOR CAMPAIGN & DONOR MANAGERS
Smarter Fundraising & Donor Engagement
Klevr Fundraising CRM helps you to orchestrate strategic donor journeys, deepen relationships, and improve campaign performance. Leverage advanced segmentation, automated marketing, and real-time engagement tracking. Gain actionable insights with embedded Power BI, enabling data-driven decisions that maximise your fundraising results.
- Comprehensive campaign management, from initial appeals to pledge fulfillment.
- Automated, personalised donor journeys for enhanced engagement.
- Real-time performance analytics with integrated Power BI to enable you to create detailed impact reports.
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
Donation management CRM software helping New Zealand Not for Profits overcome fundraising challenges in 2025.
Address Donor Fatigue with Personalised Engagement
Automate tailored communications to create stronger relationships with your supporters, improving donor retention, frequency and repeat contributions.
Improve Donation UX with Seamless Payment Processing
Offer easy, secure donation experience to encourage greater giving. Whether online, through mobile, or in-person, streamline payment processing to increase donation volumes.
Improve 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 strategic initiatives and increasing fundraising efficiency.
Refine Fundraising Impact with Data
Leverage comprehensive data insights to inform strategic decisions. Gain a deeper understanding of donor behaviour and campaign performance, enabling you to optimise your approach and maximise fundraising results, even in a challenging 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
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
Empower your nonprofit to optimise operations and amplify donations with Klevr Fundraising software, enabling you to achieve greater funding and advance your mission’s impact.
- 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.
Get in touch
INTEGRATION
Klevr Fundraising donation management software integrates with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
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.
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.