Contacts & Supporter CRM

UnitTally includes a built-in Contacts CRM designed specifically for youth fundraising and product commerce. Unlike general non-profit CRMs focused solely on donations, UnitTally’s CRM centers on product sales, seller attribution, and fulfillment tracking.

Every time a supporter completes a checkout — or when a treasurer manually logs a cash/check transaction — UnitTally processes the supporter’s email and contact details:

• Deduplicated Records: Repeat buyers are automatically matched by email address to a single contact record within your organization.
• Supporter Types: Contacts are tagged and categorized as buyers, donors, or roster members based on their activity over time.

Selecting a contact in the UnitTally Console opens a complete timeline of their engagement:

• Purchase History: Every order placed across current and past campaigns, including subtotals, items bought, and payment methods.
• Seller Attribution: Clear visibility into which member or student shared the link that resulted in each purchase (orders.member_id).
• Fulfillment Status: Track whether items ordered by the supporter have been picked up or marked delivered.
• Notes & Custom Fields: Add internal administrative notes, tags, or custom metadata to individual contact profiles.

UnitTally focuses strictly on managing your supporter commerce database:

• No Outbound Email/SMS Blasts: UnitTally deliberately does not include a bulk email/SMS marketing blast tool, protecting your organization from deliverability and compliance complexity.
• CSV Data Export: Filter contacts by purchase history, member seller, or tag, then export clean CSV files anytime to import into your preferred email newsletter tool (such as Mailchimp or Klaviyo).

To protect supporter and family privacy, UnitTally enforces field-level encryption for personal data stored in the system:

• Encrypted at Rest: Buyer contact details (name, email address, phone number, shipping address), member contact details, and organization Tax IDs (EINs) are encrypted at rest using AES-GCM-256 with managed key rotation.
• Blind Index Searching: Email and phone lookups utilize secure blind indexes, allowing instant contact matching and deduplication without exposing plaintext personal details in database indexes or operational logs.
• Audit Retention & Privacy: Operational audit trails retain financial records for the required 7-year compliance period while minimizing personal contact details.

• Attribution — how member sharing links credit sales.
• Custom Pages & Pages CMS — publishing org and campaign custom pages.