HIVE360

Core Functionalities:

• Provides a complete data model and predefined processes for your NGO
• Single data entry point integrating all your web forms with Salesforce standard Web-to-lead or Rest API
• Lead categorization and management using Collaboration types completely customizable to fit the NGO needs.
• Data validation and normalization to ensure data consistency
• Auto-merge and Auto-conversion using standard duplicate rules that will automatically avoid the creation of duplicates (B2C and B2B)
• UTM management in Lead entry for automated campaign assignment.
• Creation of the complete NPSP structure upon conversion, generating Donations and Recurring donations according to the Collaboration type defined
• Payment processing
• Generation of remittances on-demand for multiple offices/countries with Multiple Remittance Banks
• Generation of Mandate References for Direct Debits
• Non-Payment or recirculated Payment management.
• Configurable allocations to General Accounting Units from Donations and Recurring Donations
• Automated generation of Tax certificates for individuals and Companies
• Modelo 182 generation for Spain
• Predefined reports and Dashboards