Exceed! Product Suite Comparison

 

The Exceed! desktop product suite offers two fundraising software solutions to meet the broad range of nonprofit needs.

Below is a product feature matrix comparing Exceed! Premier and Exceed! Basic:

DONOR & CONTACT MANAGEMENT

BASIC

PREMIER

     

Information Stored

   

Names stored in each contact record

2

Unlimited

Addresses stored in each contact record

2

Unlimited

Alternate name forms (e.g. Robert/Bob/Dr. Jones)

3

Unlimited

Customizable greetings

3

Unlimited

Phone numbers, e-mail addresses, fax numbers and website addresses

Unlimited

Unlimited

Date, purpose and staff person for each interaction

Description, lead source, affiliation and solicitor in each contact record

     

Other Features and Functions

   

Automatic reminders for pending activities and scheduled appointments

Customizable fields in each contact record

2

100

Best mailing address to use based on time of year

 

Customizable contact record screen

 

     

FUNDRAISING MANAGEMENT

BASIC

PREMIER

     

Information Stored

   

Gift amount or value, date and type of gift

Payment method and check/credit card numbers

Campaign and reason for each gift entry

Memorial and honorarium gifts

     

Other Features and Functions

   

Events Management

 

Membership Management

 

Soft credits

 

Matching gifts

 

Customizable fields

 

Pledge payment schedules, balances and reminders

Write off uncollectable pledges

 

Associate gifts with specific individuals within a contact record

 

Split gifts over multiple funds or programs with no data re-entry

 

Automated receipt numbers

     

MAILINGS AND DATA EXPORTS

BASIC

PREMIER

     

Gift acknowledgment letters created while entering gifts or in batches

Pledge payment due and membership renewal due letters

Notification letters to family members for memorial gifts

Mail merges in Microsoft® Word for easy letter development

Address envelopes and mailing labels

Select best greeting and address for a mailing occasion

Generate and send mass e-mails

Save mailings as Favorites for easy re-creation

 

Automatically update records for recipients of mass mailings

 

Export reports and donor lists to Microsoft® Excel or Word

Create custom data exports based on desired fields

Export donor lists for inclusion in newsletters

Export files/data in PDF format

 

     

COMPREHENSIVE REPORTING

BASIC

PREMIER

Easily create reports using simple, menu-driven processes

Export pre-formatted reports into Microsoft Excel

Comprehensive standard reports (contact, gifts/pledges and statistical)

Create custom reports

 

Save reports as Favorites for easy re-creation

 

Export reports in PDF format

 

     

MODULES & INTERFACES

BASIC

PREMIER

QuickBooks® accounting interface

Peachtree® and MIP® accounting interface

 

Volunteer Management

 

Grant Making & Grant Seeking

 

Guest Management

 

Electronic Funds Transfer

 

Greater Giving Interface (formally AuctionPay)

 

Online fundraising

 

VerticalResponse Email Marketing Interface

IATS Credit Card Processing

 
     

ADDITIONAL FEATURES

BASIC

PREMIER

Data Importer to transfer donor/gift data from your existing application

Built-in Back-up and Restore

     

= standard † = add-on module or interface