Setup & Settings

Watch this video to learn the basics of what your GiveSmart Donor CRM has to offer and take a tour of the application. ...

      Client settings can be found by clicking on your username in the top right, and selecting Client Settings from the drop down.  General Settings Under General Settings, you can establish the date format, view...

Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. Dashboard Containers Total Raised Year to Date Quick total of funds raised year to date Quick Actions Link to Invite a Team Member Link to A...

Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting ...

If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products.  Locate Your API in DonorSearch Login to your DonorSearch online account at: www.donorlead.net   Click My...

Watch this video to learn the difference between the Smart Donor Score and DonorSearch results. ...

Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs.  If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we ...

Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor ...

General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...