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Use CRM reports
Use Advanced CRM reporting to review contact, pipeline and communication activity without exporting more personal data than necessary.
Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
Standalone CRM and the Nonprofit Suite
GoodAction CRM can be offered as a standalone product, while paid Nonprofit Suite subscriptions include the applicable Advanced CRM entitlement for the organization.
Understand GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.
Create an impact report
Create a report with the intended audience, reporting period and relevant evidence before sharing or printing it.
Print or share an impact report
Review a report in its final layout before printing or sharing and confirm that it contains no unintended private information.
Request impact verification
Use the available verification workflow with truthful supporting evidence and monitor the displayed review status.
Understand impact analytics
Use Impact analytics to review what is happening across programs, fundraising, events and participation without treating estimates as audited results.
Check payment readiness
Review payment readiness before publishing paid tickets or collecting donations so checkout is configured for the correct host.
Connect a payment account
Follow the supported payment connection flow for the selected organization, community or event host before accepting payments.
Set up organization payment configuration
Connect and review the required payment configuration before accepting paid tickets or donations.
Understand payment processing fees
Review the current checkout breakdown before payment; fees and payment availability can depend on the host configuration and payment method.
Update payment configuration
Make payment configuration changes only from the authorized host or organization settings area.
Review enterprise impact analytics
Open Impact analytics to review participation, verified hours and employee giving for the selected period.
Use the enterprise dashboard
Company program admins work in the Enterprise dashboard to run Serve, partners, people, stories and impact. Employees who are not admins use Company Serve instead.