Julep CRM Features

Learn How Julep Can Help Your Nonprofit

The A-Z CRM for Nonprofits

Julep is the comprehensive CRM for nonprofits that helps you maximize your fundraising strategy while keeping up with accounting. Designed by fundraising veterans, Julep helps you make the most out of your organization’s resources. Watch the video or download a brochure.

Watch the Julep Video | JulepCRM.com
Play Video
Watch the Julep Video | JulepCRM.com
Play Video

The A-Z CRM for Nonprofits

Julep is the comprehensive CRM for nonprofits that helps you maximize your fundraising strategy while keeping up with accounting. Designed by fundraising veterans, Julep helps you make the most out of your organization’s resources. Watch the video or download a brochure.

Fundraising for All Levels

From major donors and planned giving to small-dollar gifts and monthly giving programs, Julep’s fundraising features provide comprehensive tools for all development functions.

At-a-Glance Data Insights

Julep’s interactive dashboards and graphs automatically pull the most important metrics for your organization, so that you can easily see the big picture + details on specific campaigns. 

Streamlined Management

Julep does more than improve your fundraising. The platform offers many tools and functions to help you do keep up with the necessary tasks like paying the bills or managing email subscribers. 

major gifts + small donor fundraising tools

Donor Management

With Julep’s extensive donor management suite, you have the tools needed to build up your fundraising program from small donors to major gifts. 

  • Moves Management
  • Gift Officer Tracking & Portfolio
  • Comprehensive Donor Profiles
Moves Management on Julep | JulepCRM.com
Moves Management on Julep | JulepCRM.com

major gifts + small donor fundraising tools

Donor Management

With Julep’s extensive donor management suite, you have the tools needed to build up your fundraising program from small donors to major gifts. 

  • Moves Management
  • Gift Officer Tracking & Portfolio
  • Comprehensive Donor Profiles
Events Dashboard on JulepCRM.com

Online Donations + Data Entry

Seamless Donation Processing

Between a seamless integration with Anedot and multiple features for data entry and processing, managing your giving process has never been easier.

  • Online Donations through Anedot
  • Flexible Data Entry Options
Events Dashboard on JulepCRM.com

Online Donations + Data Entry

Seamless Donation Processing

Between a seamless integration with Anedot and multiple features for data entry and processing, managing your giving process has never been easier.

  • Online Donations through Anedot
  • Flexible Data Entry Options

SEARCH + CUSTOM REPORT ToOLS

Search & Reporting Suite

Julep’s search and reporting functions form the core of the platform. Whether you need to run a simple query, or save a customized search, Julep’s search options will fit your organization’s needs.

  • Robust Search Filters, Custom Exports, & Savable Searches
  • Flexible Constituent Coding Options
  • Track & Manage Constituent Actions
Reporting Options in Julep | JulepCRM.com
Reporting Options in Julep | JulepCRM.com

SEARCH + CUSTOM REPORT ToOLS

Search & Reporting Suite

Julep’s search and reporting functions form the core of the platform. Whether you need to run a simple query, or save a customized search, Julep’s search options will fit your organization’s needs.

  • Robust Search Filters, Custom Exports, & Savable Searches
  • Flexible Constituent Coding Options
  • Track & Manage Constituent Actions

Discover how Julep can help you.

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

Easy Data Entry on Julep | JulepCRM.com

Cloud-Based Storage

Centralized Data Hub

Eliminate data silos and the risk of losing data if a hardrive goes bad. With Julep, store all records in a central cloud that’s backed-up daily.
Easy Data Entry on Julep | JulepCRM.com

Cloud-Based Storage

Centralized Data Hub

Eliminate data silos and the risk of losing data if a hardrive goes bad. With Julep, store all records in a central cloud that’s backed-up daily.

Nonprofit management

Streamline Administrative Tasks

In addition to fundraising and donor management, Julep offers tools to help you manage busy nonprofits. 

  • Accounts Payable Features
  • Mail Merge
  • Email Integration
  • Responsive Design & Easy Mobile Use
Streamline Administrative Tasks in Julep | JulepCRM.com
Streamline Administrative Tasks in Julep | JulepCRM.com

Nonprofit management

Streamline Administrative Tasks

In addition to fundraising and donor management, Julep offers tools to help you manage busy nonprofits. 

  • Accounts Payable Features
  • Mail Merge
  • Email Integration
  • Responsive Design & Easy Mobile Use
Excellent Help and Guides on Julep | JulepCRM.com

Customer support + Online helpdesk

Exceptional Support & Training

With a customer-first attitude Julep Support Staff strives to meet the needs of our clients. Regardless of volume, all clients are import and the Julep Support Staff works to quickly offer assistance on multiple channels that meet the unique needs of each organization. HelpDesk grows daily, providing easy to use how-to-guides on all Julep features and tools, and direct support is provided via live Chat, Email, and Phone.

Excellent Help and Guides on Julep | JulepCRM.com

Customer support + Online helpdesk

Exceptional Support & Training

With a customer-first attitude Julep Support Staff strives to meet the needs of our clients. Regardless of volume, all clients are import and the Julep Support Staff works to quickly offer assistance on multiple channels that meet the unique needs of each organization. HelpDesk grows daily, providing easy to use how-to-guides on all Julep features and tools, and direct support is provided via live Chat, Email, and Phone.