Donor CRM & Pledge Management
Major-donor moves management, multi-year pledges, soft credits and LYBUNT/SYBUNT analytics
Major-donor moves management, multi-year pledges, soft credits and LYBUNT/SYBUNT analytics
Key Features
Donor Gift
Donor Gift. Tracks Reference, Donor, Gift Date, Amount, Currency. One-click post, acknowledge, cancel, reset to reset to draft, notify tribute.
Donor Household / Giving Unit
Donor Household / Giving Unit. Tracks Household Name, Members, Members, Primary Contact, Household Lifetime Giving. One-click view members.
Donor Relationship
Donor Relationship. Tracks Donor, Related To, Grant Soft Credit, Notes.
Donor Move / Major Gift Ask
Donor Move / Major Gift Ask. Tracks Opportunity, Donor / Prospect, Stage, Gift Officer, Ask Amount. One-click set won, set lost, convert to pledge, view actions.
Moves Management Action
Moves Management Action. Tracks Summary, Move, Donor, Owner, Scheduled. One-click mark close, cancel, schedule followup.
Moves Management Stage
Moves Management Stage. Tracks Default Probability (%), Folded in Kanban, Won Stage, Lost Stage, Require Next Action.
Donor Pledge
Donor Pledge. Tracks Pledge Reference, Donor, Pledge Date, Pledge Amount, Designation / Fund. One-click generate schedule, activate, cancel, write off, reset to reset to draft.
Pledge Installment
Pledge Installment. Tracks Pledge, Donor, Currency, No., Due Date. One-click register payment, waive.
Use Cases
Screenshots
Gifts
Households
Pipeline Stages
Moves Pipeline
Pledges
Segments
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2118 |
| Technical Name |
donor_crm_pledge_management |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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