Moves management
Major and planned gifts move through defined stages with portfolios, ratings, and next actions, so nothing waits on one person's recall.
Nonprofit to the core.Dynamics underneath.
StratusLIVE 365 CRM is a nonprofit-specific CRM built on Microsoft Dynamics 365. Constituent management, fundraising and moves management, gift processing, grants, and reporting run in one system that behaves like the enterprise software your IT team already governs.
Constituent management
One constituent record, kept clean.
Everything downstream depends on the record. 365 keeps it complete, consolidated, and shared by everyone who touches the relationship.
The whole constituent in one profile
Giving history, engagement, relationships, wealth indicators, and every interaction in one record your whole team reads from.
Engagement scoring
Automated scoring across giving, volunteering, event attendance, and board service, so recognition and outreach follow real engagement instead of guesswork.
Duplicate detection and constituent matching
A matching algorithm keeps profiles consolidated as data arrives, so the record stays one record.
Case management
Record, track, route, and resolve constituent cases, with the same rigor you give gifts.
Fundraising
Major gifts run on process, not memory.
From annual campaigns to planned giving, the fundraising instruments live where the constituent data lives.
Campaign management
Campaigns with ROI reporting and dashboards, from workplace drives to capital campaigns.
Prospect research
Identify, research, rate, and qualify prospects in a portfolio, with wealth screening built into the workflow.
Grants management
Record and track the grants process: commitment terms, financial arrangements, and fund distribution.
Workplace campaigns
Employer and federated campaign structures are native to the platform, not bolted on.
Financial processing
Numbers your finance team can sign.
Fundraising systems earn trust in the close. 365 processes gifts as a sub-ledger to your general ledger, so development and finance reconcile against the same truth.
01
A sub-ledger to your general ledger
Gift processing captures, tracks, and reports donations as a sub-ledger to the general ledger you already run, with GL-ready extract files your finance team imports and reconciles.
02
Broad payment support
Gifts arrive in many forms. One processing pipeline handles the breadth, without side spreadsheets.
03
High-volume imports
High-volume imports with constituent matching, so bulk data lands consolidated instead of duplicated.
Reporting & analytics
Answers in the shapes leaders ask for.
Reporting runs inside the CRM, on your constituent and giving data, nonprofit-specific from the report library up.
A nonprofit report library
Reports built for nonprofit operations: giving, campaigns, donors, and stewardship, not repurposed sales pipelines.
Customizable dashboards
Dashboards tailored to your KPIs, from the gift officer view to the board packet.
Embedded Power BI
Power BI visualizations run inside the CRM on your constituent and giving data.
StratusLIVE IQ segmentation
Predictive segmentation integrated natively with the CRM: model projected revenue, response rate, average gift, cost, and ROI before a campaign runs, then export vendor-ready files for email, direct mail, or phone.
“One source of the truth about our contacts, donors, and partners that is easily kept up to date.”
More proof, with names and numbers, on the customer stories page.
See it against your current CRM.
Bring your hardest workflow. We will show you how 365 runs it.