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Features

Every tool your fundraising team needs

From the first donation to the receipt, the recurring gift and the report, Zohanex covers the whole donor relationship in one place.

Try every feature free

Donor CRM

Know every supporter, not just their last gift

Each donor gets one profile covering donations, subscriptions, the programmes they fund, conversations and privacy choices.

  • Donor profiles with tabs for details, donations, subscriptions, programmes, interactions and privacy
  • Duplicate detection and one-click merge
  • Log notes, calls, meetings and emails, and set follow-ups
  • Global search to find any donor or record fast

Campaigns & forms

Donation forms that look like yours

Organise campaigns by category and publish hosted donation forms, from a simple one-cause page to a multi-cause giving basket.

  • 11 form layouts: wizard, split, grid, slide and basket, for single or multi-cause giving
  • Each form has its own theme and checkout settings
  • Share and quantity campaigns, such as funding one of 20 wells
  • Choose which payment methods appear on each channel

Payments

Take the payment methods donors actually use

Connect your own Stripe account. Donations go straight to your organisation.

  • Card, SEPA Direct Debit, Apple Pay and Google Pay
  • iDEAL, Bancontact, EPS, Przelewy24 and Klarna
  • Record cash and offline gifts alongside online ones
  • Multi-currency: EUR, USD, GBP and INR

Recurring giving

Monthly giving that keeps itself running

Recurring gifts are charged on schedule. When a payment fails, Zohanex retries it automatically.

  • Automatic charging for monthly and regular gifts
  • Retries and dunning when a payment fails
  • Donors manage their own subscriptions in the donor portal

Finance & receipts

The money side, done properly

Every transaction, refund and dispute is in one ledger, next to the receipts issued for each gift.

  • Transaction history with filters and exports
  • Full and partial refunds, disputes and chargebacks
  • Donation receipts in four designs: Classic, Modern, Impact and Evergreen
  • Receipts issued in each donor’s own language

Import & export

Bring your data with you

Move over from spreadsheets or another CRM with a guided import that keeps a record of every run.

  • CSV and Excel import wizard with downloadable sample files
  • Import history showing what each run created
  • Export lists and reports to CSV, Excel or PDF

Insights

See what is working

Dashboards and fundraising reports show which donors come back and which campaigns bring them in.

  • Dashboard KPIs and charts over any date range
  • Donor retention, and first versus repeat donors
  • Average gift and LYBUNT/SYBUNT reports

Events, volunteers & programmes

The people who give their time, not just their money

Run fundraising dinners, packing days and trainings, keep a volunteer register with shifts and hours, and frame months of work as a programme with milestones and a budget.

  • Events with participants, waitlists, volunteer shifts, tasks, attendance, messages and feedback
  • A volunteer register with skills, availability, documents and recognition
  • QR check-in at the door: hours are counted from check-in to check-out, never typed
  • Programmes that hold events, volunteers, beneficiaries, milestones and what linked campaigns raised

Donor portal

A self-service portal for your donors

Donors sign in with a 6-digit code sent by email, so there is no password to forget. They can then look after their own giving.

  • Donation history, receipts and recurring gifts
  • Update payment methods, profile and notification preferences
  • Messages from your team, and the causes they support
  • Export their data or request erasure, as GDPR requires

Team & security

Built for teams that handle sensitive data

Give each teammate the modules they need and keep a full record of who changed what.

  • Team members with per-module permissions
  • Two-step login with an emailed code
  • Audit history, including security and critical events
  • Privacy and consent settings designed around GDPR

See it with your own data

Try every module free for 14 days. No credit card required, and setup takes under a minute.

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