Smart View
The 360-degree supporter view
Interactive supporter relationship view
Smart View
What we do
When we asked, fundraisers told us the barrier to effective use of supporter data is the constant switching between the repository CRM, spreadsheets, and various giving platforms to try and piece together the data that matters, donations.
Never more so evident than with working from home, opening multi-platforms or software packages, and experiencing ongoing performance issues such as screen freezes, constant reboots, and sluggish time-out performances.
- View the data that matters
- Consolidated giving history
- Maximise Gift Aid
- Intuitive data visualisation
- Quick and simple access
- Exportable data
Without leaving our platform, you can check donor details, including Gift Aid statuses, declarations, donations, Gift Aid exclusions, addresses, suppression, and even stored attributes, making accessing the giving history, audit and finance checks that much speedier and more reliable.
Embedding our analytics into Smart View turns a charity’s onerous back-office process into an intelligent delivery of supporter information from multiple platforms, giving the fundraiser a 360-degree view of the supporter’s contact with your organisation.
Smart View presents the critical stats at the click of a button, in a visual format, as well as sortable, searchable data grids. The Summary displays collate the supporter’s active and recent lapsed giving histories, how that’s impacted by Gift Aid, and what media and data are stored and available.
- Donations in three views: current, last and all years
- “At a glance” widgests displaying giving histories
- Fast effective pre-audit tax claim checks
- Donor Status – deceased & goneaway status and dates actioned
Smart View
Getting Smarter
Some of the new features we are working on are exportable data, downloadable supporter statements, propensity scoring, regional comparisons, and filtering donations and histories by data source (CRM, online or offline).
360-degree view
Whilst we do not claim to be a CRM, we offer the benefits of combining data from your own CRM and other offline and online data sources into a 360-degree view of your supporters.
Intuitive
Smart View will simply become even more intuitive as our clients request more features.
Supporter information at your fingertips
Why choose Smart View?
Smart View allows your fundraisers to have supporter information at their fingertips
Dashboard Widgets
Get supporter summarised giving histories and Gift Aid income from dashboard
Combine with Media Hub
Call up supporter stored media with a single click allows for speedy access to communications
Gift Aid Exclusions
Get Gift Aid excluded donations, with the reason for exclusion from supporters’ records
How it works
What you can expect
Search
Enter the supporter’s name or unique record number, and the intuitive search will return either your exact or closest matches. As with most searches, the more defined the data search, the quicker the returns. We then store your searches for repeat use through the easy retrieval search history field.
View
Smart View is accessible from other GES products, particularly Gift Aid Manager, during pre-audit checks. Using the unique Gift Aid Exclusions Manager – drill down searches to supporter level and click through to Smart View.
Action
Smart View is a popular choice for Supporter Care Teams (SCT). Having the platform open on desktops allows SCTs to use their CRM for more traditional data entry, freeing up opportunities to discuss any issues on their records with donors quickly and flexibly.
Smart View Features
Interactive supporter relationship view
Main Dashboard
Dashboard
Gift Aid
Donations
Main Dashboard
Dashboard
Gift Aid
Donations
Smart View Features
Interactive supporter relationship view
Support we offer
Providing security, experience, and solutions
- The Support we offer is based on our can-do philosophy
- Over 40 years senior management team experience
- Charity people who really understand your challenges
- Providing solutions to the problem of multi-platform data
Pricing
Choose a subscription that works for you
Giftease offers three subscription tiers. You can purchase each Giftease product individually or combine your products to develop a powerful fundraising tool. See below for our example costs based on purchasing just this product.
Smart Hub is FREE with a 12 months subscription to one of the following products - Analytics, Media Hub, Gift Aid Hub or Action Manager.
Offering the complete package
Our Smart View solution can also be combined with
Gift Aid Hub
Accrue, draft, submit and claim income through our powerful gift aid audit management tool
Learn more
Analytics
Creating beautiful interactive data visualisations with our in-built Microsoft Power BI tool
Learn more
Media Hub
Media Hub is our cost-effective and intelligent media storage and retrieval solution
Learn more
Bespoke Reporting
Save time recruiting, training and embedding a data team with data services from Giftease Solutions
Learn more