Your trust in Eleo is of utmost importance to us. We stand committed to keeping your information safe and secure, while providing flexible access to our software. Our infrastructure resides on Microsoft’s Azure cloud services which constantly upgrades their services to protect your data from unauthorized access, corruption and environmental threats.

• Microsoft’s Azure cloud infrastructure
• Firewall and physical security
• Antivirus/Antimalware protection
• SSL and encryption
• Automatic backup
• Authorized access validation and false attempt lockout
• User rights

Download our Security Features Document and Data Ownership Document to learn more.

Eleo’s Homepage is easily customizable, so you can decide what information is most valuable for you to see right away—and so you can focus on what is most relevant to your fundraising needs at any given time.  Each Eleo user can design their homepage with different options and arrangement of the information.

Select what appears on your homepage:

• Task List and Calendar
• Recent Contacts viewed
• Recent gifts entered
• Thank you letters and receipts to be processed
• Fundraising totals with graphs
• List of Top Donors and Top Donations by date range
• Favorite Reports
• And more

Producing a tailored list of contacts is critical for effective appeals, event announcements, and other communications. Eleo quickly generates donor/contact lists based on your selection criteria and allows you to easily modify the results to fine-tune each list to exactly the population you are looking to reach.

• Easily create and save lists
• Easily filter data using:
  • Equal to
  • Greater than
  • Less than
  • Date range
  • Dollar range
  • Appeal, campaign, event
  • And more
• Edit list results
• Modify list building criteria
• View, print and/or export lists
• Export list for mail merge, email software, event software and more
• Access dynamic lists which automatically update as information is added to the software
• Save lists
• And more

If you are a membership-based organization, Eleo can help you maintain up-to-date membership information and generate accurate, efficient member communication.

• Easily create and label memberships
• Create membership levels
• Assign membership tenure
• Sign up contacts to memberships
• Record membership level within contact
• Accept and record payment of memberships
• Track all transactions and acknowledgements of payments
• Record up and down movements within membership types
• Print membership cards
• Generate expiration, renewal, and payment reminders
• Create lists, letters, emails, and more for renewals or other communications
• Establish renewal timeframe rules: annual, anniversary, etc.
• Access a wide variety of Membership reports

Volunteers are the heart and soul of nonprofits, generously giving of their talent, expertise, and precious time to further the goals of an organization and a cause they believe in. Eleo Online Donor Management Software helps you capture information about the skills, knowledge, and availability of your current and potential volunteers and track their hours and activities—so you can maximize their impact and acknowledge the important contributions they make to your organization.

• Manage and track volunteer activities
• Create volunteer opportunities, with a full range of information including job description, job skills needed, logistics (date, place, time, etc.) , and number of volunteers needed
• Identify contacts as volunteers
• Assign volunteers to open volunteer jobs and track volunteer hours
• Track volunteer day and time availability, interests and skills, type and status
• View volunteer hours automatically updated in the contact record
• Create and manage volunteer communications
• Track your volunteer training, orientation, and background checks
• Access a wide variety of Volunteer reports

Whether you’re a small or large organization, we know your staff members are juggling many demands on their time. That’s why our software includes tools to help your nonprofit coordinate tasks and schedules, so everybody’s on the same page. Clearer lines of internal communication means increased efficiency—so you can accomplish more.

• Easily create tasks associated with contacts, gifts, events, mailings, grants and other
• Customize unique task types
• Organize your tasks and to-do’s on the Homepage calendar
• View all user’s tasks on the scheduler
• View both calendar and scheduler by month, week and day
• Identify complete and incomplete items
• View recorded tasks in contact history
• Add unlimited notes to tasks
• Search by user, task type, priority and completion status
• Assign tasks to other users
• Set Reminders for tasks viewed with a pop-up screen at sign-in
• Access Task Reminder and Task Assignment from any screen on the software

Eleo’s Task and Calendar integrates with Google Calendar through the individual user’s profile. This allows you to share your Eleo calendar with others (not using Eleo) and receive automated reminders on your scheduled tasks.