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- Fundraising Campaign Manager
- Get started
Get Fundraising Campaign Manager running in four steps.
Set up a first funding case with clear ownership and review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Fundraising Campaign Manager. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Fundraising Campaign Manager in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open Fundraising Campaign Manager. Use Proto to set up the first organization, eligible program and operating team. Name a Funding Owner, an independent Funding Reviewer, a Finance Operator and an Operations Analyst for the pilot.
Prepare the first operating cycle
Select a real funding request with a due date, requested amount and supporting evidence. Record its organization and program, then rehearse submission and review with the people who will do this work. Connect provider confirmation before recording a receipt or releasing a disbursement.
Review before release
Check the current case revision, decision reason, program scope and file visibility. Rehearse a restricted allocation and an uncertain provider result. Confirm that pending or failed operation receipts remain visible to the analyst and that an acknowledged effect appears only once. Then review implementation and pricing with your team.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.