VTiger CRM & CMS

Essential Donor
Premium Donor
Case Management
Essential CRM
Premium CRM

ReFind offers a variety of fully-customized CRMs and case management (or CMSs) solutions. Each offers unique features specifically created with either the non-profit or small business community in mind.

Essential Donor for Non-Profits

Ideal for small non-profits who want to track donors and donations, generate tax receipts, monitor marketing campaigns, store digital documents, and organize all communications.

  • Modules: Contacts, Organizations, Donations, Campaigns, Reports, Email Integration
  • Tax receipt generation
  • Customization of all modules
  • Document Uploading*
  • Uploading to your host as a subdomain (e.g. yourdb.yourwebsite.com)

$249.00

Hosted: $149 + $9/month
* 3GB max. with hosted

Premium Donor for Non-Profits

All of the features of Essential Donor, Premium allows for a more detailed donation process including handling leads and opportunities, invoicing, webform integration, project management (for events and grant applications), automated activities, and much more.

  • Modules: Same as Essential Donor plus Leads, Opportunities, Invoice, and Project Management
  • Tax receipt generation
  • Customization of all modules
  • Document Uploading*
  • Uploading to your host as a subdomain (e.g. yourdb.yourwebsite.com)
 

$399.00

Hosted: $279 + $14/month
* 6GB max. with hosted

Non-Profit CMS

At Refind, we have rebuilt VTiger CRM to meet the needs of non-profits. This includes tracking clients from the application process through to case record recording for services, linking client supporters, tracking expenses and services offered, document storage, email integration... and much more. Compare VTiger by ReFind and Sumac head-to-head.

  • Modules: Connections, Clients, Case Records, Reports, Client Expense Tracking, Reports, Email Integration
  • Unlimited Users with security based roles to prevent record editting and deleting
  • Customization of all modules
  • Document Uploading*
  • Uploading to your host as a subdomain (e.g. yourdb.yourwebsite.com)

$549.00

Hosted: $399 + $19/month
* 10GB max. with hosted

Essential CRM for Businesses

This is a simplified (but scalable) option for small businesses who want the essential benefits of a solid CRM. Track contacts and organizations, generate sales orders, monitor your on and off line marketing, store your documents, and organize all of your customer interactions.

  • Modules: Contacts, Organizations, Invoice, Campaigns, Reports, Email Integration
  • Customization of all modules
  • Document Uploading*
  • Uploading to your host as a subdomain (e.g. yourdb.yourwebsite.com)

$249.00

Hosted: $149 + $9/month
* 3GB max. with hosted

Premium CRM for Businesses

Ideal for businesses with a diverse clientele or a more involved sales process, Premium CRM has all the features of Essential with additional capability around leads, opportunities, invoicing, inventory, activity automation, and more.

  • Same as Essential CRM plus Leads, Opportunities, Quotes, and Project Management
  • Customization of all modules
  • Document Uploading*
  • Uploading to your host as a subdomain (e.g. yourdb.yourwebsite.com)

$399.00

Hosted: $279 + $14/month
* 6GB max. with hosted