---
description: Review of Julep Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Julep | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Nonprofit CRM Software](/directory/4788/nonprofit-crm-software/software) > [Julep](/software/450071/Julep)

# Julep

Canonical: https://www.softwareadvice.co.uk/software/450071/Julep

> Julep CRM is a fundraising platform that streamlines nonprofit management while helping you focus on building and cultivating donor relationships. Our affordable and intuitive platform streamlines fundraising and management functions while maintaining flexibility and customization options. 

Julep works out-of-the-box along with customizable features that help your organization save time and money, including easy, streamlined conversions, completed in under three weeks, dedicated support staff, extensive helpdesk, \& online chat, regular updates \& new features, and flexible price points.

Features includes streamlined moves management dashboards and fundraiser portfolio to guide major giving, easy data entry, at-a-glance and interactive dashboards, customizable reports, extensive search features, and detailed donor profiles.

Julep's interactive dashboard analytics provide a visual into the metrics that matter most to guide outreach efforts and fundraising campaigns. The Julep CRM includes separate dashboard features are specifically designed to meet the needs of every member on the development team from gift officers to the executive director.

Powerful search and reporting tools include robust search filters, custom exports, and savable searches, Julep’s search functions form the core of the platform. Whether you need to run a simple query, export detailed search results, or save a customized search that you run each day, Julep’s search options will fit your organization’s needs.

Detailed donor profiles provide a 360-degree view of prospects, donors, and organizations at-a-glance. Quickly pull up their giving history, contact information, relationships, pledges, event attendance, and more. Julep CRM profiles give nonprofit organizations the tools they need to review their connection to a constituent and create a personalized outreach plan to cultivate that relationship.

Julep's flexible platform integrates with popular email and donation systems such as Anedot, Constant Contact, MailChimp, and WealthEngine. 

Moves Management offers a visual journey of donors from discovery to gift completion. This major giving feature helps you keep track of the last time and way you contacted a prospective donor, upcoming deadlines, the most recent contribution, and any other tasks associated with the donor.

Gift Officer Tracking and Portfolios help you quickly access donors and records assigned to each Gift Officer from the main dashboard. Each officer can see total records assigned, how much they raised fiscal-year-to-date, open moves and tasks, upcoming and past events, items that need attention, and number of donors retained.

Robust \& flexible Constituent Coding Options enable organizations to better understand who their donors are and build accurate fundraising personas for them. Flexible Flags and Keywords segment lists of records for direct mail and email marketing. Editable Event RSVPs, Life Cycle Plans, and other customizable fields allow users to tailor the database to fit their unique needs.

Seamless donation processing integrates with Anedot and offers multiple features for data entry and managing your giving processes.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Julep

## Commercial Context

- **Starting Price**: US$99.00
- **Pricing model**: Flat Rate
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- CRM
- Calendar Management
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Committee Management
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Donation Tracking

## Integrations (3 total)

- Anedot
- Constant Contact
- Mailchimp

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software)

## Related Categories

- [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software)
- [Charity Software](https://www.softwareadvice.co.uk/directory/4280/nonprofit/software)
- [Donation Management Software](https://www.softwareadvice.co.uk/directory/418/crm-software/software)

## Alternatives

1. [DonorPerfect](https://www.softwareadvice.co.uk/software/389956/donorperfect) — 4.5/5 (1419 reviews)
2. [Givebutter](https://www.softwareadvice.co.uk/software/380178/givebutter) — 4.8/5 (872 reviews)
3. [Neon CRM](https://www.softwareadvice.co.uk/software/3122/neoncrm) — 4.3/5 (618 reviews)
4. [Bloomerang](https://www.softwareadvice.co.uk/software/2973/bloomerang) — 4.7/5 (1287 reviews)
5. [Bonterra Network for Good](https://www.softwareadvice.co.uk/software/19063/network-for-good) — 4.6/5 (937 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/450071/Julep)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/450071-Julep/> |
| en-AU | <https://www.softwareadvice.com.au/software/450071/Julep> |
| en-GB | <https://www.softwareadvice.co.uk/software/450071/Julep> |
| en-IE | <https://www.softwareadvice.ie/software/450071/Julep> |
| en-NZ | <https://www.softwareadvice.co.nz/software/450071/Julep> |

-----

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