Explore roundCause

Constituent Relationship Management

Grow revenue, gain efficiency, increase collaboration and reduce cost by engaging the entire organization in a new best practice for nonprofit constituent relationship management.

  • Marketing & Marketing Automation
  • Fundraising
  • Customer Service
  • Online, Mobile & Social
  • Online Donations
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Online Donations

Enable online fundraising with integrated email, donation forms and landing pages. Process payments directly into roundCause CRM capturing supporters in real-time.

  • Form Builder
  • Payment Processing
  • Dynamic Ask Strings
  • Integrated Inventory Management for Thank You Gifts
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Social

Bring CRM and Social together by viewing Facebook, Twitter and LinkedIn profiles directly from your constituent records for organizations, foundations and individuals and communicate directly with constituents via social channels.

  • Facebook
  • Twitter
  • LinkedIn
  • View and Respond to Posts from Within roundCause CRM
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Mobile

Stay connected with your team and constituents from anywhere by using roundCause from any mobile device. The entire application is 100% mobile, including any customizations you make!

  • Smart Phone Enabled
  • Tablet Enabled
  • Social Enabled
  • Collaboration Enabled
  • View Reports & Analytics from Mobile
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Event Management

Plan, execute and measure results from events of all kinds using roundCause’s complete event management solution.

  • 100% Integrated With roundCause CRM
  • Define and Manage Event Logistics
  • Fully Customizable Registration Forms
  • Invite and Track Attendees
  • Manage Venues, Sessions & Tracks
  • Custom Event Types
  • Vendor Management
  • Tickets
  • Seating
  • Mobile Check-in
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Board Engagement

Connect with and engage your board in your mission with roundCause’s Board Engagement tools.

  • Board Profiling
  • Board Member Badging
  • Visual Relationships
  • Engagement Tracking
  • Reporting
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Corporate & Foundation Giving

Manage giving and relationships for all your key constituent types in a single CRM so you can focus on executing your fundraising strategy.

  • Batch Entry and Upload
  • Proposal Management
  • Giving Summaries
  • Sustaining Gifts
  • Membership Management
  • Moves Management
  • Real-time Giving Summaries
  • Grant Management
  • Matching Gifts
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Reports & Analytics

Leverage more than 250 editable reports and dozens of dashboards to gain real-time insight into your organization’s effort, outcomes and constituent engagement. Report Categories include:

  • Moves Management
  • Planned Giving
  • Revenue and Accounting
  • Campaign Planning, Execution & Results
  • Sustainers
  • Charge and Bank Processing
  • Corporate Support Reporting
  • Data Quality Dashboard and Reporting
  • Customer/Donor Services
  • Foundation Reporting
  • And many others
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Customer Service

Deliver world-class customer service through every channel with industry-leading customer service and support capabilities based on Salesforce.com’s Service Cloud.

  • Case Management
  • Knowledge Base
  • Online and Email Capture
  • Email Routing
  • Computer Telephony Integration (CTI)
  • Mobile Access
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Marketing Automation

Go beyond mass email marketing to true marketing automation to improve marketing efficiency and outcomes across websites, search, mobile, email and social.

  • B2C Automation
  • Campaign Scheduling
  • List Management & Segmentation
  • Forms
  • Lead Scoring
  • Nurturing
  • Social Response
  • Analytics

roundCause Architecture

  • 1. Salesforce.com

    Salesforce.com, the world's leading CRM application for sales, service and marketing, is the core of our solution..

  • 2. roundCause™

    roundCause application built to transfer your legacy fundraising and CRM infrastructure onto a native Salesforce.com nonprofit CRM solution.

  • 3. Customer Specific Customization & Development

    Customize roundCause on the Salesforce.com platform to meet your unique needs.

  • 4. App Exchange

    Thousands of interoperable applications available. No coding required!

  • Support Staff

    roundCorner's dedicated staff of industry and technical experts are here to support your transition to the cloud.

  • Services Transition

    The first step to a successful managed services and support engagement is a good implementation experience. As the implementation project enters its final phase, roundCorner will introduce the fullCircle support team into the project. The fullCircle team, led by your dedicated account manager, will first ensure all data has been migrated correctly. Then, the fullCircle team will participate in the final stages of user acceptance testing by working closely with your team’s subject matter experts to identify and test critical functions to ensure readiness for final cut-over to roundCause from your legacy systems.

    The fullCircle team is also a valuable resource for incremental training on functionality and processes that are unique to your implementation. They can produce any specific support documentation that is required to educate your team about operating in your roundCause application post implementation.

    The fullCircle team will manage the roundCause support processes and procedures to enable ticket logging, prioritization and resolution post implementation. While you will have a single fullCircle point-of-contact through your account manager, roundCorner will distribute case workload to take advantage of specialist knowledge in specific areas/topics including but not limited to file upload, charge processing, batch processing, data cleansing and enrichment, etc.

  • Campaign Support

    fullCircle will provide campaign subject matter experts that will be responsible for the selection and extraction of your campaign files as well as integration and collaboration with your third party print and email service providers. Because we ensure timely sharing of information and upload/download tasks with your vendors, we can ensure you data is up to date so you can make accurate marketing decisions. We also provide guidance and counsel on campaign structure, analysis and targeted outreach to increase your response rate and appeal yield.

    Examples of our campaign services include but are not limited to:

    • Quantifying each requested segment prior to creating interactions or sending data files to vendors
    • Recording interactions for each record selected for solicitations or other mailings, as specified
    • Managing coordination with external suppliers regarding data exports & imports
    • Proactively identifying efficiencies for segmentation process
    • Develop a process of standardizing exclude criteria for all marketing efforts
    • Collaborate on defining roles and hand-off process for defining file segmentation
    • Identify, implement and ensure compliance with key quality control and file approval standards
    • Process interaction codes back to the database to support analytic needs
  • Import/Export Processing

    The fullCircle team can manage all import and export processing for roundCause across all data channels. We accomplish this task by working in partnership with your team to schedule all activities on a quarterly basis. Examples of services we support include:

    • Billing and Invoicing
    • Acknowledgements
    • Monthly, quarterly and annual pledge reminder files
    • Acknowledgement & benefits fulfillment files
    • Sustainer processing files
    • E-communication files
    • Tribute files
    • NCOA
    • Demographic Overlays
    • Wealth study Uploads
    • Telephone Match
    • Source Code Upload
    • ECM vendor code
    • Account Project Upload
    • Custom Salutation Upload
    • Charge Processing, Administration and Reporting
    • Refund Processing, Administration and Reporting
    • Credit Card Reject and Recycle Processing
    • Custom Upload(s)
  • RoundCause Reporting

    roundCause offers more than 250 editable reports and dozens of dashboards to gain real-time insight into your organization’s effort, outcomes and constituent engagement. Every report is customizable, exportable and available on mobile devices.

    The fullCircle team can manage all your reporting needs including transition of all your legacy reports to roundCause as well as creating any new reports you require as you manage your organization with roundCause.

    Report turn-around is typically less than one business day, however the exact timing is dependent upon the service level agreement you establish with roundCorner.

    Some of our standard report categories include:

    • Moves Management
    • Planned Giving
    • Revenue and Accounting
    • Campaign Planning, Execution & Results
    • Sustainers
    • Charge and Bank Processing including Refunds & Adjustments
    • Corporate Support Reporting
    • Data Quality Dashboard and Reporting
    • Customer/Donor Services
    • Foundation Reporting
    • Compliance Reporting
    • General Ledger Reporting
    • And many others
  • Data Hygiene

    The fullCircle team leverages our data hygiene utilities to ensure your data is of the highest quality and consistency. While much of this activity is automated, some aspects can only be managed through human review and manual activity – we’ll take care of the dirty work so you can focus on higher value activities.

  • Data Warehouse and Analytics

    roundCause offers a full-service data warehouse and data visualization service called roundData for organizations that require highly advanced business intelligence. This toolkit can be installed in your client infrastructure or bundled as part of your fullCircle support service. For more information, please contact your account manager or send us a message.

  • Training and Continuing Education

    The fullCircle team offers a host of online, documented, multimedia and in-person training options to ensure your team has the most up-to-date knowledge on how to operate efficiently and effectively in roundCause. We can also work with you to define custom training programs to meet your specific needs. Examples of our training curriculum include but are not limited to:

    • Batch Processing
    • Moves Management
    • Planned Giving
    • Collaboration
    • Email Marketing & Marketing Automation
    • Leveraging Social Contacts
    • Segmentation
    • Reporting & Analytics
    • Sustainer Programs
    • Systems Administration
    • Custom Application Development
  • Upgrades and Releases

    The fullCircle team will own and manage your upgrade process from start to finish. Upgrades are typically completed during a five to thirty minute window during off-business hours and often do not require any system downtime.

    In addition, the fullCircle team can ensure you take advantage of the hundreds of new features Salesforce.com releases during their three releases each year.

  • Systems and Schedule Administration

    The fullCircle team will manage and monitor operational schedules for daily, weekly, and monthly fulfillment. In addition, the fullCircle team will provide basic system administrator functions including user creation and access control management.

Customer Success Stories

City Year

City Year

To elevate graduation rates in at-risk schools, City Year selected roundCause as a solution to manage constituent relationships.

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Student Conservation Association

Student Conservation Association

The SCA turned to roundCorner to implement Salesforce in parallel with a major organizational change process focused on utilizing the application to improve efficiency, transparency, collaboration and constituent self-service.

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KCTS 9 Public Media Organization

KCTS 9 Public Media Organization

KCTS 9 brings quality public television programming to viewers in Western and Central Washington State, British Columbia, and across Canada.

Learn More