Ellucian CRM Advance - Fundraising software

Ellucian CRM Advance

Customized for higher education advancement efforts and built with input from our customer community, Ellucian CRM Advance supports the complex requirements of donor cultivation, retention, and contribution processing, allowing you to set up alerts and workflows, personalize outreach and communication plans, and use integrated analytics to help identify new targets and run successful campaigns.

Cultivate lifelong relationships.

Gain insight

Gain insight

See how your fundraising efforts are performing to increase accountability.

Manage programs

Manage programs

Handle the most complex, nuanced fundraising operations and development campaigns easily.

Engage deeply

Engage deeply

Provide mobile tools that help track and manage the full donor lifecycle to increase giving.

Streamline processes

Streamline processes

Access information that helps staff identify goals, make faster decisions, and measure progress.

Features

Ellucian CRM Advance - Customizable dashboards

Customizable dashboards

show fundraising metrics, division progress, and results of multi-year capital campaigns to help staff manage and improve fundraising efforts.

  • Provide quick access to the specific information each user needs with role-based dashboards
  • Configure the user interface to each users’ specific needs
  • Help staff see exactly who has given and who hasn’t with a unified view of interactions
Ellucian CRM Advance - Reporting and analysis tools

Reporting and analysis tools

give you insight into the pipeline and proposals that can be reported against multiple dimensions.

  • Track your development officers’ progress toward fundraising goals
  • Analyze prospect pool ratings and see history to establish target pools
  • Evaluate staff engagement progress toward contact and visit goals with contact and aging charts and reports
  • Identify where additional effort is needed by seeing which opportunities are stalled in the pipeline
  • Leverage data from the full constituent lifecycle through integration with Ellucian CRM Recruit and Ellucian CRM Advise
Ellucian CRM Advance - Research management

Research management

features help you research and qualify prospects so you use your resources wisely.

  • Gain insight with prospect qualification, segmentation, and participation analytics
  • Profile first-time donors and alumni to increase number of new donors
  • Guide prospecting with donor demographics analytics
  • Request research and track its progress and content
Ellucian CRM Advance - Modern, mobile user interface

Modern, mobile user interface

provides intuitive, logical, and quick access to the data fundraisers need to connect with the right donors and alumni at the right time.

  • Stay current and organized with integrated eMail and calendar tools
  • Access prospect and donor information anytime, anywhere
  • Manage and track moves to ensure you’re using the most current contact information
  • Enter and manage activities with prospects
  • Access Ellucian CRM Advance from within your Outlook client
Cloud-based solution

Cloud-based solution

eases the burden of maintaining an on-premise solution and of keeping your fundraising management software current.

  • Avoid the costs, disruptions, and downtime associated with a major IT implementation with a cost-effective transition
  • Scales as your needs change, so you spend more time focusing on building enduring support and less time on IT maintenance and recruiting skilled technology staff
  • Requires less technical resources to maintain
  • Supported by Ellucian staff who have implemented solutions and supported hundreds of higher education clients just like you

How it works

Ellucian CRM Advance helps you see the full lifecycle of your constituents to increase engagement—and ultimately, giving—from potential donors. With powerful analytics and robust workflows, Ellucian CRM Advance’s alumni management capabilities lend the insight you need to better engage with alumni and build relationships with donors. Ellucian CRM Advance is designed for higher education and available in the cloud, easing the burden of maintaining an on-premise solution while keeping you current with the latest technology.

Solution Sheet

Who is using Ellucian CRM Advance?

More than 750 institutions around the world depend on Ellucian fundraising software and advancement solutions.