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Kindsight Ascend
by KindsightSalesforcePaid
Manage advancement and fundraising in Salesforce with prospect, gift, pledge, relationship, and allocation workflows.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Ascend brings advancement and fundraising activities into Salesforce, including biographical demographics, prospect management, gift processing, and grateful-patient work. It handles different pledge types, pledge payments, matching gifts, hard and soft credits, relationships, designations, allocations, and interfaces. The product also includes tools for reviewing transactions, managing integrations, loading data, and managing records. Listed enhancements cover constituent engagement, configuration, custom development, custom reporting, and support services.
Key capabilities
from the Salesforce AppExchange listingProspect management
Provides tools for managing fundraising prospects.
Gift processing
Processes gifts, pledge payments, and matching gifts.
Pledge processing
Supports multiple types of pledges.
Credit entry
Records hard and soft credits.
Relationship tracking
Tracks multiple relationships.
Allocation tracking
Records designations and allocations.
Integration tools
Includes tools for interfaces, interim processing.
Data management
Includes Cloud Explorer Dataloader and Ruli Records Manager.
Use cases
- Organizations can use Ascend when moving a fundraising operation from several separate systems.
In the catalog
1,106 plugins in Salesforce Platform · Finance
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Ascend provides a comprehensive, 360-degree view of your Advancement and Fundraising activities including Bio Demographics, Prospect Management, Gift Processing, Grateful Patient, all backed by AI workflows and insights. FEATURES: Mobile Friendly User Interface, Processing Multiple Pledge Types, Processing Pledge …»