Module Overview

Dashboard

Use the customizable dashboard to view a quick snapshot of the various activities happening at your organization. You can see the last set of donations, track how events are progressing, and many other pieces of information.

Constituents

Manage all of the details concerning you constituents. Keep track of individuals, households, corporations, and organizations & schools. Create custom constituent sub types, tags, and relationships to organize and query your records.

Income

Manage, process, and track donations, product sales, event income and any other revenue made to your organization for both online and in person transactions. Create and track credits for future use. Manage fund allocations to allow for easy and accurate account reconciliation.

Events

Organize and manage the various events that your organization may put on. Create and sell on-line tickets and manage Auctions (Silent, Live, Raffles) and mobile bidding, Gala Dinners with meal choices, Golf Tournaments, Conferences, Races and more. Keep track of all event registration, product sales, sponsorships, donations, and spur-of-the-moment income. Real time event revenue tracking, post event reports, and thank you communications make it easy to keep all of the moving parts of your event in a single software and all activity organized by your constituent records. Simple day-of user interface and support training videos make it easy to train volunteers and staff for all aspects of your event.

Lists

Build custom lists for short term projects, events, and targeted communication needs. Run queries on constituent sub groups and instantly create new lists or add records to an existing one. Easily send emails directly to all constituents on your list.

Reminders / Ticketing

Whether you are volunteer-run or have established departments within your organization, increase communication efficiency with tickets and reminders so that nothing falls through the cracks. You will get email notifications reminding you when tasks are due and can maintain records of your communication activity within Compass-360.

Queries

Create targeted queries and custom data searches for strategic reporting. Simple Word-integrated mail merges allow you to create custom templates for tax receipts, thank-you letters, and other bulk communications for mail or email. Quickly run a targeted query for a group of sub-constituents and send an email to them instantly.

Pledges

Manage and track recurring pledges made to your organization and create useful reports for planning and budgeting. A robust pledge builder lets you easily manage pledged donations with various payment frequency. Web based donation portals allow your constituents to set-up pledged giving on-line and feed directly into your database.

Campaigns

Set-up, manage and track progress of a variety of campaigns and fundraising projects including wish lists, capital campaigns, annual appeals, and corporate giving campaigns. Develop dedicated and fully integrated on-line funding pages complete with images, embedded video and a target funding tracker. Automate income tracking and reporting for easy campaign management.

Projects

Keep track of internal projects that do not need an on-line presence. Assign owners of projects, link to relevant business activities, track volunteers, and more.

Point of Sale

Compass-360 offers a complete Point of Sale module and interface to allow you to manage and sell products via a physical and/or on-line store. Track vendors, inventory, generate SKUs, manage invoices, apply payments and credits and more. This module can serve as your POS interface and seamlessly link all purchase history to your donors, member, or other constituents.

Memberships

Manage, track and sell memberships. Design different levels and allow for recurring and automatic renewal and payments. Create secure membership access accounts to allow members the ability to manage payments, view membership directories, register for events, workshops and other activities.

Payments

Process payments such as donations, membership dues, event ticket purchases, etc. through our secure web portals and in-person at events. All income and constituent data is placed immediately into Compass-360 including creating and updating constituent profiles and income records. You won’t have to re-enter anything.

Grants

Manage the details of funding and grant requests. Keep track of funders, application deadlines, and ongoing reporting requirements. Build a complete potential grant library for your organization to stay organized and on track.

Content Management

Create and manage an unlimited number of secure donation and event pages to link to your website. Generous customization allows you to maintain brand constituency with your website. For seamless integration, utilize the Compass API to integrate directly into your website. Manage web content, newsletters, media quotes, staff profiles, board member profiles, event announcements and more all through Compass-360.

Questionnaires and Surveys

Create unlimited on-line surveys and questionnaires and collect useful information from your constituents. Embed hyperlinks through email or at the time of registration to seamlessly link surveys and minimize manual processing. All answers are automatically connected with constituent records to allow you to review prior replies and measure satisfaction and engagement trends.

Courses & Classes

Manage courses and classes that your organization may provide. Keep track of instructors, attendees, venues and more. Allow for on-line course registration.

Prospects

Manage prospects for your organization. You can manage information useful for prospective donor cultivation efforts, board recruitment, strategic partnerships.

Volunteers

Manage the volunteers that support your organization. Track their time and tasks for projects, events, and more.

Message Management

Send newsletters, announcements and targeted emails directly through Compass-360. The database automatically shows you who can receive emails and maintains a record of what emails have been sent to constituents. The Email broadcaster will track open rates, bounce-backs and manage subscription preferences for constituents.

Calendar

View all of your organizations Events, Courses and Reminders on a single calendar within Compass-360. The calendar can be made available for members to view through secure accounts.

Case Management

Keep detailed records on all the casework and services that your organization provides to clients. Attach necessary documentation, and other information to case files to create a complete history of client interaction.

Community Services

Design and manage the services and programs offered to your clients such as Food Bank / Clothing Bank, Thrift Store, Rent, Utility and other Assistance programs and more. Provide electronic application submission, track client visits, demographic data, program participation and services received. Create customized reporting and utilize the full integration of the other modules such as volunteer management, donation tracking, and inventory management to manage your programs fully from one platform.

Digital Marketplace

Create beautiful graphics and design rich newsletters and content for access in emails, web portals and more with free 3rd party integrated software.

File Cabinet

Store your documents electronically in one place on the server. Accessible from anywhere that you have access to Compass-360.

Site Setup

Manage all the organization specific details of your database and customize various aspects of Compass-360 you meet your organization’s particular needs.

User Management

Create unlimited user profiles and define access capabilities for your team to reduce data entry errors and protect your organization’s sensitive data.