Calls & Meetings
Call time runs on good sheets. Pull tonight's list, see last gift and last conversation on one screen, log the ask before you dial the next number.
Log the Ask, Set the Callback
Call Logging
Log each call to the contact record with notes and an outcome status. The pledge amount, the objection, the callback date all stay on the record, so the next sheet you pull already knows what happened.
Meeting Scheduling
Schedule donor visits and coffee meetings, then log what happened on the same record. Meeting history sits next to giving history, and prep for the next visit is one screen, not a file search.
Follow-Up Tracking
Set a next step when you log a call: callback date, thank-you note, second ask. Overdue follow-ups stay flagged on the calls and meetings list until someone marks them complete.
From Call Sheet to Logged Outcome
Conversation Notes
Notes live on the call or meeting record with the outcome and the follow-up date. Search by donor name, title, or anything in the notes to pull up what a donor said in March before you dial in September.
Outcome Tracking
Track call and meeting outcomes from a built-in set of statuses: successful, unsuccessful, not interested, callback requested, or follow-up needed. See outcome counts across your calls and adjust your outreach where the numbers say to.
Activity Reporting
Track activity with reports on calls made, meetings held, and follow-ups outstanding. Filter the list by the team member who logged them, then export it to CSV or pull the report as a PDF.
Structured Call Time Sessions
Build a call list from any segment (lapsed donors, event attendees, top prospects) and work through it one contact at a time. Each caller sees last gift, last conversation, and the planned ask before dialing, picks an outcome from the list, and moves to the next name.
Power Dialer
Work a call list without dialing digits. FundraiserMax places each call, detects answering machines, drops a pre-recorded voicemail on the ones that go to machine, and moves the caller to the next name. Sessions are blocked outside 8am to 9pm in your account time zone. Dialing needs a phone number at $10 per month, and there's no per-minute charge.
Complete Donor Call History
Calls and meetings sit on the contact record next to donations, pledges, emails, and event check-ins. When the donor picks up, the screen shows what they gave, what they were asked, and what they said last time.
Who Sits in Call Time
Candidates doing call time
Sit down for a two-hour block with tonight's sheet already built: each prospect's last gift and planned ask on screen, each pledge logged before the next dial.
Campaign finance directors
Build the sheet the candidate works from, watch pledges land during the session, and hand staff the follow-up list the minute it ends. No paper call sheets to transcribe.
Major gift officers
Work a portfolio of prospects with every coffee, visit, and ask logged on the record, and a follow-up date set before the meeting notes go cold.
Stewardship and membership teams
Turn any segment (lapsed donors, new members, renewal candidates) into a thank-you or renewal call list, and log each outcome so nobody gets called twice.
Frequently Asked Questions
What is call time software?
Call time software organizes the blocks of time candidates and fundraisers spend calling donors. FundraiserMax puts each prospect’s contact details, giving history, and past conversations on one screen. The caller makes the ask, logs the outcome, and sets a follow-up date from that screen instead of a spreadsheet and a notepad.
How does FundraiserMax track donor calls?
Every call is logged directly to the contact’s CRM record with notes, an outcome status, and a next step. Because donation and pledge tracking live in the same system, a pledge made on the phone is logged as a pledge with a balance still to collect.
Is call tracking an add-on or included in the price?
It's included. Call time and meeting tracking come with every seat at $40 per user per month or $425 per user per year, alongside contact management, donation tracking, outreach, and contribution recordkeeping, with unlimited contacts and a 7-day free trial. Logging calls and meetings carries no extra charge and there's no per-minute billing. Dialing contacts through FundraiserMax needs a phone number, which is a $10 per month add-on.
Can I see how many calls my team is making?
Activity reports show calls made, meetings held, and follow-ups outstanding for the account, and you can filter by the team member who logged them to spot stalled prospects. Reports export to CSV or PDF for board updates or campaign check-ins.
Does donor call tracking work for nonprofits as well as campaigns?
Yes. FundraiserMax is built for political campaigns, nonprofits, and 501(c) organizations. A major gift officer logs a coffee the same way a candidate logs a call: outcome, notes, next step on the record. Renewal and stewardship call lists come from a segment (lapsed members, first-time donors), just like a candidate’s call sheet.
Call time without the paper sheet.
Build tonight's list, put the giving history in front of the caller, and log every pledge before the session ends.Call time tools are included with every seat. $40 per user per month, 7-day free trial.