Prospect Manager
Managing the process of cultivating prospects and donors has never been easier!
Donor by Design’s Prospect Manager is a web-enabled software application designed to manage your top prospects and donors. There is no software to load, no IT staff work with, and no headaches! Simply sign-up and begin managing prospects and donors better than ever before!
Prospect Manager helps you build a network of team members. As a manager, you can view all
upcoming and past due activities for everyone on your team. Imagine collaborating to move 20, 50, or even 200 of your top prospects through a donor-centered approach.
Quickly build your list of prospects and donors, then define objectives for each prospect. Finally, specify what actions or “moves” you will take to meet those objectives. Come back at any time to add or edit prospects.
Prospect Manager makes it simple to manage and track your donor-centered relationship building tasks.
Every time you login, the system displays which scheduled activities are due in the next 30 days, and which items are past due. The Reports section allows you to create personalized reports that pinpoint the actions you and your team need to pursue, so you can complete your objectives in a timely manner. Quickly print the reports or have them emailed to team members.
One of the most powerful features of Prospect Manager is the Activity Worksheet, which combines the convenience of a customized report with the interaction of the data entry screens. Simply run an Activity Report and then easily enter progress, update moves, and review next steps toward cultivating prospects and donors.
To maximize convenience, Prospect Manager can schedule reports to be run and emailed automatically on a daily, weekly, or monthly basis. How effective and energizing it would be to have status reports waiting for you and your team each day!
In today’s highly competitive environment, choose a proven tool used by many top organizations that will give you a competitive advantage. Prospect Manager by Donor by Design WILL help you build better relationships to cultivate more giving.
Interested in learning more? Check out our Donor By Design Product Viewer. Click on the “Prospect Manager” tab to learn more about this product. More questions? Contact Dani Mann or call 877-323-3904.




