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.
The outreach tracking dashboard in FundraiserMax — real product, not a mockup.
Never Miss a Follow-Up
Call Logging
Log each call to the contact record with notes and an outcome status. The pledge amount, the objection, the callback date — it stays 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, so prep for the next visit is one screen, not a file search.
Follow-Up Reminders
Set a next step when you log a call — callback date, thank-you note, second ask. Overdue follow-ups stay on the task list until someone clears them, so prospects don't fall through between sessions.
From Call Sheet to Logged Outcome
Conversation Notes
Capture detailed notes from every interaction. Record donor interests, concerns, ask amounts, and next steps. Search conversation history to quickly recall important details before your next touch.
Outcome Tracking
Track call and meeting outcomes with customizable statuses. Mark contacts as interested, committed, declined, or need follow-up. Measure conversion rates and adjust your outreach where the numbers say to.
Activity Reporting
Monitor team performance with activity reports. Track calls made, meetings held, and follow-ups completed. Identify top performers and keep accountability across your fundraising team.
Structured Call Time Sessions
Run call time the way productive campaigns do. 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 giving history, past conversations, and the planned ask before dialing, then logs the result in seconds and moves to the next name.
Complete Donor Call History
Every logged call and meeting lives on the contact record alongside donations, pledges, emails, and event attendance. When a donor picks up, you see the full relationship at a glance — what they gave, what they were asked, and what they said last time — so every conversation starts from context, not a cold read.
Who Runs on This
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, so callers can make the ask, log the outcome, and set a follow-up without switching between spreadsheets and notes.
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 becomes a trackable commitment immediately — no re-entry, no lost follow-ups.
Is call tracking an add-on or included in the price?
It is included. FundraiserMax has one plan with all features — call time and meeting tracking, contact management, donation tracking, email and SMS outreach, and compliance tools — for $40 per user per month or $425 per user per year, with unlimited contacts and a 7-day free trial.
Can I see how many calls my team is making?
Yes. Activity reports show calls made, meetings held, and follow-ups completed across your team, so you can measure output against goals, spot stalled prospects, and keep everyone accountable. Reports can be exported to CSV 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 alike. The same call logging, meeting scheduling, and follow-up reminders that power candidate call time also support major gift cultivation, membership renewals, and stewardship calls.
Make call time count.
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.