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

1

The most integrated, cloud-based financial software to run your organization
2

24/7 access to the DDI support line and portal
3

Full disaster recovery protection
4

Industry leading SOC 2 audit compliance
5

Customizable to your organization’s unique needs

The #1 Software For Church Extension Funds

Request a demo today!

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