More Information - Videos

We hope these videos can help you out with evaluating the software and/or as training aids. Sorry we didn't hire a professional voice actor, we thought the money was better spent making you quality software at a low price.

Getting Started Video
This video is a 15 minute walk through of the software. The video is in two parts, both on Youtube.
Getting Started - Part 1
Part 1 covers basic navigation, list management, basic searching/filtering, contact management, activity management, donations and pledges.

Getting Started - Part 2
Part 2 covers campaigns, events, opportunities, companies, invoices, employees, setup/options, email, letters, mailing lists, advanced filtering and reporting.


Email and Letters
This video is designed to review the process of creating custom email templates and custom letter templates for a variety of contact, donation and pledge correspondence.

Video is coming soon


Advanced Filtering and Reporting
This video is designed to review the process of creating advanced filters and using them to analyze your data through lists and reports.

Video is coming soon