What your partners commit.
What your supporters give.
Deals and gifts are the same machine on the same records. A sponsorship with a donation inside it is one company, not two systems reconciled by hand.
Two ways money moves. One system underneath.
Deals
Money you invoice: sponsorships, memberships, services and venue hire, moved through stages you define.
Donations
Money given: gifts, fundraising campaigns and monthly giving, with real receipting built in.
The records they share
Both motions sit on the same companies and contacts, so one relationship never becomes two systems.
One relationship. Both a deal and a gift.
Money you invoice is a deal. Money donated is a gift with its receipting. When a partner does both, you get two records on one company, and the whole relationship reads in one place.
- A deal and a gift can share one company and one history
- Sponsorships, memberships, services and venue hire are deals
- Gifts carry their receipting with them
Deals. A pipeline you define.
Track money you invoice through stages you name and order. Each deal carries its own probability, quotes come from a catalogue you create, and the whole pipeline reads at a glance.
- Stages yours to name and order
- Per-deal probability, set where the deal lives
- Quotes from a catalogue you create
Donations. Done properly.
Gifts, fundraising campaigns and CRA-compliant tax receipts: every receipt gets a serial number, with split receipting, void and reissue built in. Made for Canadian charities, not adapted for them.
- Sequential serials, delivered as PDF
- Split receipting, void and reissue
- Campaigns and monthly giving
Against your fundraising tool. And the pipeline it never sees.
Each is fine at its half. The relationship that spans both is what falls between them, and it is usually your best one.
| A pipeline tool beside a giving tool | Mercleo Sales | |
|---|---|---|
| A sponsorship with a donation inside | Two systems reconciled by hand | A deal and a gift on one company |
| Issuing a tax receipt | A mail merge beside the CRM | A serial, issued from the gift itself |
| A donor who is also a client | Two records, two histories | One record, the whole relationship |
| Defining your pipeline | Someone else’s sales stages | Stages you name and order |
- Also in Sales
- Custom stages
- Per-deal probability
- Deal workspace
- Quotes from a catalogue
- Forecast
- Fundraising campaigns
- Monthly giving
- Sequential serials
- Split receipting
- Void and reissue
- PDF receipts
- Transactions on the record
One record. And your Sales built on it.
Questions we get asked.
Both, and the split is by what the money is. Money you invoice (sponsorships, memberships, services, venue hire) is a deal. Money donated is a gift, and lives in donations with its receipting. A corporate sponsorship that includes a donation is two records, a deal and a gift, sitting on the same company and the same people.
The mechanics are there: sequential serials, split receipting, void and reissue, delivered as PDF.
Yes. Stages are yours to name and order, and each deal carries its own probability.
It works on its own. Deals and donations land on contacts and companies that come with your account, so there is somewhere for the money to live from day one.