CRM
DDI-Connect™ CRM powered by Microsoft Dynamics 365 allows the whole organization to run off of one integrated system. Track prospects, leads, opportunities, pipelines and more but it also allows the back office team to service the accounts, investments, loans, gifts, etc. It truly is a system designed for the whole organization!
#1 CRM for financial software, Microsoft Dynamics 365
Track Investors, Borrowers, and prospects all in 1 database
Dashboards
Sales pipeline
Track relationships
Automate task tracking
Financial
DDI-Connect™ has been serving financial ministries for over 50 years. Our suite of integrated products do everything to service and automate investments, loans, gifts, charitable gift funds, and more. Our software is designed specifically for you, not banks or credit unions!
Robust investment / loan
Portfolio tracking
Charitable gift funds
Fundraising
Planned giving
Reporting
Accounting
DDI-Connect֭™ is fully integrated with Microsoft Business Central, a leader in cloud-based, accounting software. It offers everything your accounting and finance department needs!
Integrated accounting suite using Microsoft Business Central
General Ledger
Accounts Payables
Accounts Receivable
Fund Accounting
Entities
eServices
The online experience for your investors, borrowers, and donors is a critical business component that cannot be overlooked. DDI-Connect™ offers a state-of-the-art experience for your constituents to inquiry and conduct transactions online. Give your constituents what they deserve, sign up for DDI-Connect™ today!
Online & mobile portal
E-Statements
Open new investments
Deposits & withdrawals
Loan payments & advances
Profile updates & recurring transactions
What we provide
