Solertaie Systems 'Period Table' Tile

Partner Essentials™ is a secure app that helps you grow and maintain your ministry partnerships easily and well.


This fundraising software is designed to help you track key metrics, gain insights and bolster your donor relationships.  It's been built by Global Workers to serve Global Workers.


Join the thousands who have found this application to be so effective and crucial in their ministry.

About Partner Essentials

Easily track your donations

Get notified when giving patterns change. Keep a bird’s eye view on your donation’s health with our dashboard.

Sync with tools you already use

Save time syncing your Google, Mailchimp, and Prayerletter service accounts.

Stay in touch with your partners

Changes in contact information from Donor Services and MailChimp sync straight to the app.

Product Features


Contact Management

Import Contacts

Easily import all of your contacts from TnTConnect, Google, Phone, MailChimp among others.

Organize by tasks

Stay connected with your contacts by creating customs tasks based on criteria like location or donor status.  You can easily sort your contacts based on the tasks assigned to them.

Tag and filter​

Add tags and filters to quickly narrow down your contacts. Tags and filters are completely customizable.

Merge contacts​​

User-friendly tools that eliminate duplicates, combine family members, and much more.

Contact Management

Import Contacts

Easily import all of your contacts from TnTConnect, Google, Phone, MailChimp among others.

Organize by tasks

Easily organize contacts by tasks, sort appointments by location and more!

Tag and filter​

Add tags and filters to quickly narrow down your contacts. Tags and filters are completely customizable.

Merge contacts​​

Get an accurate count on your contacts by removing duplicates and merging families.

Integrations

Letter Services

Sync your contacts to prayerletters.com with their primary addresses automatically. Periodically send your contacts to Chalkline at the click of a button.

Contacts & Calendar

Add your appointments and tasks to your Google Calendar.

MailChimp List

MailChimp is a great way to send regular email updates or your email Prayer Letters. Our app syncs with MailChimp so that you only have to keep your list up-to-date in one place.

Donation Data

Organizational plans can be integrated with several services including DonorHub® by TntWare, NeonCRM, TouchPoint Software and Virtuous CRM for a user's donation data to effortlessly sync with Partner Essentials.

Integrations

Contacts & Calendar

Add your appointments and tasks to your Google Calendar. Import your contacts from Google.

Letter Services

Sync your contacts to prayerletters.com with their primary addresses automatically. Periodically send your contacts to Chalkline at the click of a button.

MailChimp List

MailChimp is a great way to send regular email updates or your email Prayer Letters. Our app syncs with MailChimp so that you only have to keep your list up-to-date in one place.

Donation Data

If your organization uses a service like DonorHub, you can sync donation data effortlessly with Partner Essentials:Integrated. Plus, even if you're a DIY subscriber you can still input donations manually or use our bulk import tool.

Gift Tracking

Multi-currency

If your organization uses DonorHub® by TntWare you can automatically import your data.

Dashboard

Keep a birds-eye view on your overall commitment health. See your fulfilled and unfulfilled commitments, appointments, appeals, and more on our easy to read dashboard.

Appeals

Use the appeal wizard for your end of the year ask or summer assignment appeals. Use it to track monthly or special gift support towards a specific goal.

Donations

Add donations to your account with the built-in entry form or import them as a batch as often as you'd like with a datasync file or a CSV import.


Integrations are possible for automated donation synchronization with organization plans.

Gift Tracking

Dashboard

Keep a birds-eye view on your overall commitment health. See your fulfilled and unfulfilled commitments, appointments, appeals, and more on our easy to read dashboard.

Donations

Is your organization missing out on partner essentials? Bring them here! We're excited to collaborate with your organization and set up Partner Essentials:Integrated for effortless donation data synchronization. In the meantime, you can easily add gifts manually or with a batch import tool.

Appeals

Use the appeal wizard for your end of the year ask or summer assignment appeals. Use it to track monthly or special gift support towards a specific goal.

Multi-currency

If your organization uses DonorHub you can automatically import your data.

We Prioritize Security & Privacy.

Like its creator, Cru, our desire is to protect you, your ministry partners, and your ministry from security and privacy concerns. Your partners have entrusted you and your ministry with a great deal of personal information. We have a focused team of qualified experts working to pursue a secure platform to prevent unauthorized data access. We look forward to the opportunity to continue Cru's vision with this amazing tool - known by Solertiae as Partner Essentials.

Read Privacy Policy

Check out the App!

Available on iOS and Android.