CRM Insurance Retail 
Bonterra
AUGUST 15, 2022
Find your product Social Good Technology Trusted by Leaders Bonterra is the first donor CRM company I’ve ever used that felt like partners in the work.Their focus is on the mission, and they understand who we are, what the money we raised is really for, and why people are choosing to give it.
Get Fully Funded
DECEMBER 7, 2021
Record the donation in your CRM platform as being from the bank. Your CRM platform has instructions on how to do this. Miscellaneous: Even life insurance policies, annuities, IRAs and other types of gifts should be straightforward to accept, as long as they can be liquidated. Simply thank the donor for their generous gift.
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