Julep CRM: The Fresh & Flexible Nonprofit CRM
Streamline Your Nonprofit
Julep CRM is a new fundraising platform that streamlines nonprofit management while helping you focus on what’s important — building and cultivating donor relationships.
Julep CRM: The Comprehensive Charity Platform
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Donor Cultivation & Management
Julep works for fundraising at all levels from small-dollar donors to major giving.
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Donation Processing & Online Giving
Easily manage and process gifts from multiple sources, including online, offline, events, and text.
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Robust Search & Reporting
Julep’s search and reporting functions form the core of the platform with complex search queries and options to save frequent searches.
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Strategic Data Hub
Streamline workflows for all users in your organization.
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Event Management
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.
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Administrative Support
From accounts payable and accounting features to email integrations, Julep has tools that serve every function of your organization.
Interested in Learning More?
Schedule a live demo to see a personalized walk-thru of the Julep CRM.
Interactive Dashboard Analytics
Julep’s set of dashboards provide a visual into the metrics that matter most to guide outreach efforts and fundraising campaigns. The Julep CRM 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.
Detailed Donor Profiles
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 CRM profiles give nonprofit organizations the tools they need to review their connection to a constituent and create a personalized outreach plan to cultivate that relationship. Learn more
Use Your Existing Tools
Julep CRM’s flexible platform integrates with popular email & donation systems. Learn more.
