iMIS Features
Administration (9)
Reporting
Reports on various important data and metrics. This feature was mentioned in 42 iMIS reviews.
Interaction Tracking
As reported in 36 iMIS reviews. The ability to track each interaction with donors and maintain a record of their giving history.
Automation
Tools to automate a variety of processes such as email marketing and emailing receipts. This feature was mentioned in 39 iMIS reviews.
Donor Profiles
Profiles for each donor including contact information, interaction history, and giving history. 35 reviewers of iMIS have provided feedback on this feature.
User Dashboard
Allows users to customize their home page to display the information relevant to their role and tasks. 26 reviewers of iMIS have provided feedback on this feature.
Donor Profiles
Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. This feature was mentioned in 18 iMIS reviews.
Reporting
As reported in 25 iMIS reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.
Templates
Based on 24 iMIS reviews. Provides standard templates for letters and emails and/or allows users to create their own.
Customization
Creates custom fields to track information about donors or gifts that is specific to an organization. This feature was mentioned in 22 iMIS reviews.
Fundraising (6)
Campaign Management
The ability to plan and execute fundraising campaigns based around specific goals. 34 reviewers of iMIS have provided feedback on this feature.
Online Donation Portal
As reported in 31 iMIS reviews. The ability to accept donations online via a website, social media, or mobile device.
Event Planning
Based on 36 iMIS reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking.
Recurring Donations
The ability to set up recurring donations of a specific amount at a chosen interval. This feature was mentioned in 28 iMIS reviews.
Peer-to-peer Fundraising
The ability to create social media fundraising pages that are shareable and leverage social networks. This feature was mentioned in 12 iMIS reviews.
Mobile Capabilities
Based on 30 iMIS reviews. The ability to use mobile devices to collect in-person donations at an event or kiosk.
Marketing (1)
Email Marketing
As reported in 36 iMIS reviews. Tools to create, customize, and send out mass marketing emails to specific donor groups.
Donor Management (4)
Moves Management
Based on 18 iMIS reviews. Tracks action steps and notes for each prospective donor in the donor pipeline.
Pledge Tracking
As reported in 17 iMIS reviews. Records gift pledges and updates remaining amount based on installments.
E-Document Storage
Based on 18 iMIS reviews. Allows electronic files to be uploaded and stored within donor profiles.
Acknowledgments & Communications
Based on 18 iMIS reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.
Interoperability (3)
Event Tracking
As reported in 25 iMIS reviews. Stores event registration and ticketing information collected through online forms or manual data entry.
Gift Tracking
As reported in 17 iMIS reviews. Downloads gift information from integrated fundraising tools into donor profiles.
Fund Accounting
Based on 18 iMIS reviews. Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.
Constituent Management (3)
Constituent Profiles
Based on 78 iMIS reviews and verified by the G2 Product R&D team. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.
Online Portal
Based on 81 iMIS reviews and verified by the G2 Product R&D team. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.
Donor Communications
Based on 58 iMIS reviews and verified by the G2 Product R&D team. Enables gift acknowledgment and letter and electronic communications with constituents.
Marketing Automation (4)
Email Marketing
Based on 75 iMIS reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.
Lead Management
Based on 60 iMIS reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Campaign Management
Based on 60 iMIS reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Marketing ROI Analytics
Based on 54 iMIS reviews and verified by the G2 Product R&D team. Analyzes effectiveness of an organization's various marketing activities
Workflow Automation (3)
Donor Prospecting
Based on 47 iMIS reviews and verified by the G2 Product R&D team. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.
Data Entry
Based on 79 iMIS reviews and verified by the G2 Product R&D team. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.
Task Delegation
Based on 57 iMIS reviews and verified by the G2 Product R&D team. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.
Reporting & Analytics (3)
Reporting
Based on 78 iMIS reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.
Dashboards
Based on 79 iMIS reviews and verified by the G2 Product R&D team. Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)
Automated Reports
Based on 74 iMIS reviews and verified by the G2 Product R&D team. Allows users to schedule automated reports to be pulled at a specified day and time.
Integrations (4)
Accounting
Based on 74 iMIS reviews and verified by the G2 Product R&D team. Provides fund accounting support to track payments receivable and pending.
Fundraising
Based on 52 iMIS reviews and verified by the G2 Product R&D team. Supports online donation and event registration processing and imports fundraising data into records.
Grant Management
Based on 46 iMIS reviews and verified by the G2 Product R&D team. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.
Sales POS
Based on 57 iMIS reviews and verified by the G2 Product R&D team. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.
Agentic AI - Association Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Nonprofit CRM (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases