Every supporter, organized automatically

Donors, members, attendees and bidders are recorded automatically from every gift, plan, ticket and bid. Find them, group them and reach them, without a spreadsheet.

Every supporter, organized automatically

Donors, members, attendees and bidders are recorded automatically from every gift, plan, ticket and bid. Find them, group them and reach them, without a spreadsheet.

Your supporter list builds itself

Every module adds people as they take part. There is nothing to import and nothing to type in.

Donations

Every gift adds a donor with a receipt, campaign and amount. Recurring donors get their own list.

Memberships

Every sign-up adds a member with their plan, status, expiry date and form answers.

Events

Every order adds a buyer and attendee details, linked to the event invoice.

Auctions

Every bid adds a bidder with an ID, bid history and fulfillment choice.

Every gift, every donor, always on file

Open any donor to see what they gave, where it went and what they told you on the form.

  • Receipt number, campaign, amount and date for every gift

  • Custom form answers saved on each donation

  • Recurring donors in their own list, with frequency and status

  • Archive donors you no longer need without deleting them

  • Export to Excel, or sync to Constant Contact and QuickBooks

Find the right people in seconds

Ask questions of your supporter data, like who volunteered the most hours, and save the answer to run again.

  • Search custom form answers by module, entity and form

  • Choose the columns you want to see

  • Save a search as a template and rerun it in one click

Email your supporters without leaving Ideali

Write a quick update or design a full campaign, schedule it, and see every email you have sent.

  • Send a simple email or compose a custom one

  • Save drafts, schedule ahead, and track sent emails

  • Email History keeps a record of every send

  • Reach members through targeted Member Alerts too

Group people once, reach them again and again

Save a group as a custom list, then use it as the audience for alerts and shared documents.

  • Search custom form answers by module, entity and form

  • Choose the columns you want to see

  • Save a search as a template and rerun it in one click

See how your supporters are doing at a glance

Your dashboard shows what came in and who gave, the moment you sign in.

  • Total raised across all campaigns
  • Recent activity from your latest donors
  • Active members, monthly revenue and plan distribution

No add-ons, no separate CRM to pay for

  • Donor list with receipts

  • Donor form responses

  • Recurring donations list

  • Archived donors

  • Members list and filters

  • Pending approvals

  • Custom lists

  • Member alerts and documents

  • Emails and email history

  • Custom forms

  • Advance Search and templates

  • Excel export

  • Constant Contact sync

  • QuickBooks sync

  • Roles and permissions

Do you have any questions in mind?

No. It comes with your Ideali account. Donations, Memberships and Auctions have no platform fee, only payment processing fees. For Events pricing, contact us.

From your campaigns, membership plans, events and auctions. Each time someone takes part, Ideali saves their details to the right list.

Yes. Go to Reports, then Advance Search. Pick a module, entity and custom form, choose your columns, and save the search as a template to rerun later.

Yes. Under Communication, create a simple or custom email, save it as a draft or schedule it, and find every send in Email History.

Yes. Go to Settings, then Connectors, and add the integration. New donors sync to Constant Contact and donations sync to QuickBooks.

Yes. Export your donors to Excel any time, for your own records or a board report.

Yes. Use Roles & Permissions to give each person on your team only the access they need.