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Have you found an easy way to manage a fundraising pipeline using CiviCRM?
If so, can you please share how you set it up?
Thank you.
Thanks everyone for your responses! To clarify, this is for tracking foundations, not individual donors. We would like to be able to see where we are in the process with a particular funder. Initial Inquiry, Proposal Sent, Under Consideration, Accepted, Denied
That's a huge question- but the answer is "yes", it's all there, but you need to do your homework. A combination of rules (check out the civi rules extension) tags and smart groups can automate just about anything you'd find in a donor pipeline.
Yes - there are a number of organizations who use CiviCRM to manage all aspects of a fundraising pipeline!
From prospecting & donor segmentation to identify donors and calculate appropriate ask amounts, to assigning such prospects to phoners or door-to-door fundraisers right down to civimail to send immediate thank you-s and scheduled reminders to follow up later.
As the others stated, yes it should all be possible but it will require some thought and configuration. If you want to find out what CiviRules can do you can have a look at the cookbook on the wiki: https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook. There is a section with an example of donor segmentation which will not answer the full scope of donor pipeline but might give you some ideas on what is possible.
With that clarification, what you would actually want is a setup using CiviCase. Per the Civi Book:
CiviCase is a tool for tracking and managing sequences of interactions between people in your organisation and contacts in CiviCRM.
Per the wiki for CiviCase:
- Cases involve a sequence of interactions (activities). The record of these activities form a narrative for the case.
- Case management settings can classify their cases into a known set of case types.
- Cases of a given type often have a predictable sequence of activities (a standard timeline). Creating a schedule with the expected activity sequence is a useful way to measure case progress...
- Case management settings may have additional people and / or organizations who are frequently contacted / involved with most or all cases (case resources).
There are a number of resources for CiviCase, including:
