Workflow automation is now as common place as email or remote communications for most private corporations – there’s no reason, it shouldn’t benefit non-profit organizations, as well. Nearly every aspect of how and what you need to run a successful non-profit can be automated in the DocuPhase platform: from fundraising to volunteer management to auditing, and beyond.
Automate Donor communications and tracking, as well as Volunteer registration and assignments.
Use Accounting Automation to exponentially increase productivity, while reducing costs to a fraction.
Setup business rules to make sure the right people are making the right decisions about how your budget is used.
Stop wasting time on paper-oriented tasks; start using your time on the things that keep your charity running.
The majority of time spent running any organization is dealing with documentation of one kind or another, but it’s probably the last thing you want to be doing when there’s more important work to be done to further your cause. Additionally, keeping staff, assignments, and events organized are all time consuming activities. The good news is that all of that can be automated to free you up to focus on what really matters.
Workflow automation can facilitate retention and qualification of donors or other processes involved in the Fundraising Cycle.
Streamlining through automation gives you the ability to stop spending funds on paid staff and office supplies, as well as to reduce costly errors.
With Accounting Automation and reporting, It’s easy to show how donations are being utilized via our paperless audit trail, and comprehensive reporting.
Get multi-level security precautions, along with simple data and document management to reassure Donors that their information is in good hands.
Pre-defined workflow triggers give you the ability to make sure that you are adhering to contract stipulations, as well as to prevent you from missing important renewals.
Use Accounting Automation to reduce staff numbers and conserve resources for more critical tasks:
With fundraising as one of the biggest non-profit challenges, get tools to make it as simple as possible:
Use DocuPhase to utilize and manage Donor information in a variety of ways:
Partnering with the accounting automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how automation can help your team solve your most pressing process problems, while becoming more organized and consistent in your daily work.
I love how easy it is to make changes to a process and how easy it is to work with the software.
We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!
The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.