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The Comprehensive CRM
As the nonprofit sector changes, you need a flexible CRM that adapts with your organization while building new relationships and keeping existing donors engaged. Developed by fundraising veterans, Julep is a fresh approach to nonprofit management software designed to help you do your job better without an enormous price tag and steep learning curve.
With features to guide you through major gift asks, and handy graphs to track giving over consecutive years, Julep helps you cultivate big and small donors.
Through an integration with Anedot and multiple ways to add data, Julep’s donation processing system is seamless.
Julep’s search and reporting functions form the core of the platform with complex search queries and options to save frequent searches.
Julep puts all your data – from donor history, event planning, invoices, and fundraising, in one place that’s accessible from any device.
Julep’s Event Dashboard helps you plan, track invitations, manage donations, ticketing options, guest lists, pledge follow-up, and many other features that ensure all the details are handled.
From accounts payable and accounting features to email integrations, Julep has tools that serve every function of your organization.
Interactive Dashboard Analytics
Julep’s set of dashboards provide a visual into the metrics that matter most to guide outreach efforts and fundraising campaigns. Julep includes separate dashboard features are specifically designed to meet the needs of every member on the development team from gift officers to the executive director.
Powerful Search & Reporting Tools
With robust search filters, custom exports, and savable searches, Julep’s search functions form the core of the platform. Whether you need to run a simple query, export detailed search results, or save a customized search that you run each day, Julep’s search options will fit your organization’s needs.
Get a 360-degree view of prospects, donors, and organizations at-a-glance. Quickly pull up their giving history, contact information, relationships, pledges, event attendance, and more. Julep profiles gives nonprofit organizations the tools they need to review their connection to a constituent and create a personalized outreach plan to cultivate that relationship.