Getting Started with Partner Essentials

Fundraising software designed to help you track key metrics, gain valuable insights & bolster your donor relationships. 

PLANS & PRICING

Individuals
Knowledgebase Only

  • Contact Managment & Integrations


  • Helpcenter Articles

 


  • Donation Tracking- User Inputs and Imports Donations

$30/year

or $3/month

Individuals

Knowledgebase & Helpdesk Support

  • Contact Managment & Integrations


  • Helpcenter Articles
  • Helpdesk Support


  • Donation Tracking-User Inputs and Imports Donations

$70/year

or $7/month

Organizations

Knowledgebase & Helpdesk Support

  • Contact Managment & Integrations


  • Helpcenter Articles
  • Helpdesk Support


  • Donation Tracking-User Inputs and Imports Donations


  • Donation Integration & Automated Syncing
  • DonorHub
  • Neon CRM
  • VirtuousCRM
  • TouchPoint

  • See Plans

    Monthly Costs by User Count:


    1 User - $10

    2-4 Users - $25

    5-10 Users - $50

    11-25 Users - $125

    26-50 Users - $250

    51-100 Users - $475

    101-200 Users - $700

    201-400 Users - $1,000

    401 -> Users - Custom


    Plus a custom one-time Integration fee if not a direct integration service.


    *Annual discounts available

Consultations available with this plan

Dedicated
Instance

  • Contact Managment & Integrations


  • Helpcenter Articles
  • Helpdesk Support


  • Donation Tracking-User Inputs and Imports Donations


  • Donation Integration & Automated Syncing
  • Existing + Custom options


  • Dedicated instance for Single-Sign-On, etc.

Custom Quote

Consultations available with this plan

Partner Essentials Sign Up

FAQs

  • How does the first time sign-on process work?

    We are passwordless! You will simply browse to https://www.partneressentials.work and enter your email address. You will then receive a one-time PIN to sign-in.

  • Will I have a new username and password?

    Yes. For security reasons, your username and password pairing in MPDX cannot be migrated to Partner Essentials. But we are passwordless - so no need to learn a new one!

  • Are there iOS and Android apps?

    Yes!


    For Android click here.


     For iOS click here.

  • Will all of my data migrate from MPDX?

    Yes. There’s both a DIY migration option for individuals and a migration service for organizations. 



    Click here to see how to do a DIY export.

  • How easy is it to get started with Partner Essentials with DonorHub by TnTware integration?

    We are biased, but we think it can be super easy if your organization has established the integration agreement with Partner Essentials!  After that, you will simply need to reconnect your account to authorize Partner Essentials with your DonorHub account. If you sign in for the first time AFTER establishing the integration agreement, you will be prompted during the first-time login process.


    For DIY subscribers, Global Workers without an organizational agreement with Partner Essentials, there are still ways to add donations.  There is a manual entry function as well as batch importing.


    Click here to see a demo.

  • Would we have an organization account with individual accounts under it?

    Yes. All users are tracked by the organizational accounts they add from their profile. An organizational admin can see all users within their organizational account.  


    For DIY subscribers, they’ll pick Partner Essentials DIY.

  • What would your team need to import information from DonorHub?

    DonorHub by TntWare has approved Partner Essentials as an authorized app for integration. Once your organization has executed an integration service agreement, we have all the information we need to prepare your integration.

  • After going live, how would we get support help?

    You can get support by emailing gethelp@solertiaelabs.com or visiting gethelp.solertiaelabs.com.



    Click here to see a demo.

  • Would we have different permission/access levels, or would those carry over from Donorhub?

    Within DonorHub by TntWare, users can be setup with different profiles, with each profile having access to different designations/funds. When you link your Partner Essentials account to DonorHub by TntWare, you can select which profiles to link, and then Partner Essentials will have access to your data through those profiles. When Partner Essentials connects to the DonorHub by TntWare API, it does so on behalf of your user, so Partner Essentials can only see data that your user would see as if logging into DonorHub by TntWare personally.

Product Service Tiers & Features