MarketSmart
We help nonprofits raise more money, more efficiently.
Overview
MarketSmart offers a unique combination of technology and services designed to help fundraisers build relationships with major and planned giving donors. Their system uses marketing automation and engagement surveys to capture donor feedback, identify highly-qualified prospects, and deliver them to gift officers. They focus on helping development teams prioritize their efforts on the donors who are most likely to give.
✨ Key Features
- Donor Surveys and Engagement Tools
- Marketing Automation for Donor Cultivation
- Lead Scoring and Prospect Qualification
- Analytics and Reporting Dashboard
- Managed Marketing Services
- Integration with existing CRMs
🎯 Key Differentiators
- Focus on donor discovery and qualification, not just data enrichment
- Combines software with managed marketing services
- Uses engagement surveys to gather self-reported donor information
Unique Value: Helps nonprofits systematically identify and qualify major and planned giving prospects from their existing database, allowing gift officers to spend their time building relationships with the right donors at the right time.
🎯 Use Cases (4)
✅ Best For
- Helps fundraisers focus their time on the most qualified major and planned giving prospects by automating the discovery process.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations looking for a traditional CRM to manage all donor data.
- Nonprofits that do not have a database of constituents to engage.
🏆 Alternatives
While other tools provide wealth screening data, MarketSmart focuses on engaging donors directly to uncover their philanthropic interests and intent, providing a more accurate and actionable way to qualify prospects.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All clients tier)
🔒 Compliance & Security
💰 Pricing
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