Data Management

Successful fundraising depends on keeping clean data and being able to access it. Through Julep, you can demolish data silos between departments and easily find the data that you need when you need it.

A white computer sits on a wooden table next to a plant, an apple, headphones, a tablet, and a few books. On the screen is Julep's home dashboard.

Visualize Data with Julep Dashboards

Quickly gather insights from our interactive and clickable dashboards, which automatically report top-level data in every section including the Home, People, Treasury, Financial Summary, Event, Gift Officer, and Moves Management.

Easy Custom Searches

Through the seamless integration with Anedot, donation data is automatically added to your Julep account.

Robust Search & Reporting Suite

Search is the core of Julep’s platform, and our flexible and detailed search filters and output options will help you quickly and easily find the information you need. Through features like Saved Searches and Email Scheduler, you can build custom reports and automate them to run at specific times.

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Discover How Julep Can Help You.

Contact us to set up a personalized tour of the fresh CRM for nonprofits.

A woman in a business suit sits at a marble table and types on a laptop. On the screen is the Julep Data Entry page.

Effortless Data Entry

Julep offers multiple data entry methods, including Single Gift entry, Batch Entry, and Donate Now - Onsite Entry. Each data entry feature seamlessly integrates with Anedot and includes options to use their customizable online forms.

Easy-to-use Mail Merge

Quickly take the results from any of Julep’s major searches and run a mail merge in Microsoft Word. With the mail merge feature, include any of Julep’s customizable merge fields, such as Gift Amount, to personalize outreach efforts. Save and manage Mail Merge templates with ease. 

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Easily Tag Individual & Group Donor Data

Using Julep Flags, Keywords, Attributes and Actions you can keep track of donor and donation for individuals, households, as well as larger groups, such as executive boards or giving clubs.

An older man sits before a small laptop at a wooden table. Next to the computer is a cup of coffee and a vase of purple flowers. On the screen is the Julep Data Entry page.

Catch Errors and Missing Data

Julep works to catch errors at the point of entry with smart-matching logic that checks your database for look-a-like donors. If you appear to be duplicating data, Julep alerts you.

Mass Append Donor Information

If you need to update a source code, keyword, flag, action, or attribute for a group of donors, it’s possible to update or edit that information through Julep’s Mass Append and Append Import tools.

Track Individual Actions

Tracking their unique Actions enables you to identify individual-level transactions between the organization and their constituents, such as tracking monthly volunteer hours or the number of board meetings held each year.