Contact Management
Every donor, one record. Giving history, event attendance, call notes, and family connections stay attached to the person — so the next ask starts with the full story, not a spreadsheet hunt.
The contact database in FundraiserMax — real product, not a mockup.
Why Contact Management Matters
One Record Per Person
Contact details, giving history, engagement, and custom fields live on a single profile. When a donor calls back after two years, whoever answers sees the whole relationship.
Search That Keeps Up
Filter by name, location, giving level, tags, or dozens of other criteria and land on the right people in seconds — no exports, no VLOOKUP.
Tags That Drive Lists
Track volunteer status, donor levels, and interests with custom tags, then turn any tag into an outreach list. The organizing scheme is yours, not a preset taxonomy.
Everything Attached to the Record
Complete Contact Profiles
View everything about a contact in one place: personal information, addresses, phone numbers, emails, social media, employment details, family connections, and custom fields. Track donation history, pledges, event attendance, and all interactions over time.
Activity Timeline
See a complete chronological history of every interaction with each contact. Track donations, calls, meetings, emails, event attendance, and notes. Never lose context on your relationships with supporters.
Data Security & Privacy
Your donor data is protected with enterprise-grade security. Role-based access controls ensure team members only see what they need. Full audit logs track all changes to contact records for compliance and accountability.
CSV Import & Export
Switching to a new donor management CRM shouldn't mean losing your data. Import existing contact lists and giving history from CSV files, then export any list back out whenever you need it. A REST API and MCP support let AI assistants and your other tools read and update contact records directly.
Segment-Ready Contact Data
Every field on a contact profile can drive a list. Filter by giving level, location, tags, or engagement, then send those segments straight into email and SMS outreach, call time sessions, or event invitations. Because contacts, donations, and outreach live in one CRM, your lists stay current without manual updates.
Who Runs on This
Campaign finance directors
Open one profile before a call and see giving to date, employer and occupation for the FEC record, and the note from last month's event — no tab-switching between systems.
Nonprofit development officers
Track a major-gift prospect from first coffee through signed pledge, with every meeting and touchpoint logged on the timeline where the whole team can see it.
Fundraising consultants
Run separate client databases under one login, with role-based access keeping each organization's donor file walled off from the others.
Teams leaving spreadsheets
Import the whole donor file from CSV in an afternoon, and keep every gift, note, and conversation attached to the right person from day one.
Frequently Asked Questions
What is a donor management CRM?
A donor management CRM stores every supporter in one database — contact details, giving history, pledges, event attendance, and notes — so your team can track relationships instead of spreadsheets. FundraiserMax pairs contact management with donation tracking, segmentation, email and SMS outreach, and compliance tools on a single platform.
How much does FundraiserMax contact management cost?
Pricing is per seat: $40 per user per month or $425 per user per year. Every plan includes all features — contact management, donation and pledge tracking, segmentation, email and SMS, event management, compliance tools, and reporting. A 7-day free trial lets you evaluate the CRM before paying.
Can I import my existing donor list?
Yes. FundraiserMax supports CSV import and export, so you can bring contact lists and giving history over from spreadsheets or a previous system. A REST API and MCP support for AI assistants are also available when you need programmatic access to your contact data.
Is there a limit on how many contacts I can store?
No. Every FundraiserMax plan includes unlimited contacts, and pricing is based on users rather than records. Your database can grow from a first donor list to a full voter or supporter file without changing plans or paying more per contact.
Does contact management work for both campaigns and nonprofits?
Yes. FundraiserMax is built for political campaigns, nonprofits, and 501(c) organizations. Campaigns get campaign finance and FEC compliance tools alongside their contact database, while nonprofits use the same profiles, donor targeting, and pledge tracking to manage members and major gift prospects.
Your donor file, out of the spreadsheet by Friday.
Import your CSV, invite the team, and start every ask with the full history in front of you.$40 per user per month, every feature included. 7-day free trial.