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Timesaver Tip: Thank You Letter Select

Timesaver Tip: Thank You List Select + Mail Merge

If you had a successful end-of-year fundraising drive that means your January is likely busy writing thank you notes and donation acknowledgement letters. Julep has two features that work together to make this process faster and easier – the Thank You List Select and Mail Merge tools. How to Use

More...
Timesaver Tip: Julep Mailbox

Timesaver Tip: Julep Mailbox

Would you like to add an email or communication with a donor to their profile in Julep? Do you want a track record of the messages and interaction your staff have with volunteers and donors? The Julep Mailbox is a new feature that will allow you to connect your email

More...
Timesaver Tip: Email Integrations

Timesaver Tip: Email Integration

Julep easily integrates with both MailChimp and Constant Contact. Below are directions on how to use this time saving feature, which includes three parts: Setting up the integration Uploading a List Managing a “Periodic” List Setting Up the Integration Please note that only Project Admin users in Julep can add

More...
goal setting in crm

Goal Setting in CRM: Customer Relationship Management

Goal Setting in CRM: What is a CRM? A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track

More...
Timesaver Tip: How to use Email Scheduler | JulepCRM.com

Timesaver Tip: Email Scheduler

The Email Scheduler tool allows Julep users to set up a recurring date and time for select reports and searches to automatically run. You can use this feature to schedule both custom searches and default Julep reports that will be emailed directly to your inbox when run. How to use

More...
Nonprofit Glossary | CMDI.com

Nonprofit Glossary: A New Resource from Julep

Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?

More...
Learn about Julep | JulepCRM.com

The June Tour of Julep

This Thursday, June 24, we’ll be offering a free, guided tour of the new Julep CRM. We’re excited to show our blog readers how Julep can help: Streamline workflows for all users in your organization Access organization performance at a glance Give gift officers modern moves management to track proposals Easily manage

More...
Timesaver Tip: Thank You Letter Select

Timesaver Tip: Thank You List Select + Mail Merge

If you had a successful end-of-year fundraising drive that means your January is likely busy writing thank you notes and donation acknowledgement letters. Julep has two features that work together to make this process faster and easier – the Thank You List Select and Mail Merge tools. How to Use

More...
Timesaver Tip: Julep Mailbox

Timesaver Tip: Julep Mailbox

Would you like to add an email or communication with a donor to their profile in Julep? Do you want a track record of the messages and interaction your staff have with volunteers and donors? The Julep Mailbox is a new feature that will allow you to connect your email

More...
Timesaver Tip: Email Integrations

Timesaver Tip: Email Integration

Julep easily integrates with both MailChimp and Constant Contact. Below are directions on how to use this time saving feature, which includes three parts: Setting up the integration Uploading a List Managing a “Periodic” List Setting Up the Integration Please note that only Project Admin users in Julep can add

More...
goal setting in crm

Goal Setting in CRM: Customer Relationship Management

Goal Setting in CRM: What is a CRM? A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track

More...
Timesaver Tip: How to use Email Scheduler | JulepCRM.com

Timesaver Tip: Email Scheduler

The Email Scheduler tool allows Julep users to set up a recurring date and time for select reports and searches to automatically run. You can use this feature to schedule both custom searches and default Julep reports that will be emailed directly to your inbox when run. How to use

More...
Nonprofit Glossary | CMDI.com

Nonprofit Glossary: A New Resource from Julep

Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?

More...
Learn about Julep | JulepCRM.com

The June Tour of Julep

This Thursday, June 24, we’ll be offering a free, guided tour of the new Julep CRM. We’re excited to show our blog readers how Julep can help: Streamline workflows for all users in your organization Access organization performance at a glance Give gift officers modern moves management to track proposals Easily manage

More...
Timesaver Tip: Thank You Letter Select
Julep Blog

Timesaver Tip: Thank You List Select + Mail Merge

If you had a successful end-of-year fundraising drive that means your January is likely busy writing thank you notes and donation acknowledgement letters. Julep has two features that work together to make this process faster and easier – the Thank You List Select and Mail Merge tools. How to Use

More »
Timesaver Tip: Julep Mailbox
Featured

Timesaver Tip: Julep Mailbox

Would you like to add an email or communication with a donor to their profile in Julep? Do you want a track record of the messages and interaction your staff have with volunteers and donors? The Julep Mailbox is a new feature that will allow you to connect your email

More »
Timesaver Tip: Email Integrations
Featured

Timesaver Tip: Email Integration

Julep easily integrates with both MailChimp and Constant Contact. Below are directions on how to use this time saving feature, which includes three parts: Setting up the integration Uploading a List Managing a “Periodic” List Setting Up the Integration Please note that only Project Admin users in Julep can add

More »
goal setting in crm
Julep Blog

Goal Setting in CRM: Customer Relationship Management

Goal Setting in CRM: What is a CRM? A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track

More »
Timesaver Tip: How to use Email Scheduler | JulepCRM.com
Featured

Timesaver Tip: Email Scheduler

The Email Scheduler tool allows Julep users to set up a recurring date and time for select reports and searches to automatically run. You can use this feature to schedule both custom searches and default Julep reports that will be emailed directly to your inbox when run. How to use

More »
Nonprofit Glossary | CMDI.com
Julep Blog

Nonprofit Glossary: A New Resource from Julep

Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?

More »