Self-Service Portals

Give everyone a front door

Clients, volunteers, donors, members and grantees each get a simple, secure place to see what matters to them and take care of it themselves.

Donor portal with giving history and receiptsDonor portal with giving history and receipts

Fewer phone calls, happier people

Made for each audience

Five portals, each showing only what that person needs.

Private by design

People see their own information and nothing else.

Always up to date

Portals read the same record your staff use, so there is nothing to sync.

Donors help themselves

Supporters can see their giving history, download receipts and update their own details at any time of year.

  • Giving history and receipts
  • Update contact details
  • Pause or change recurring gifts
  • Year-end giving statements
Donor portal giving historyDonor portal giving history
Donor portal on a phoneDonor portal on a phone

Volunteers and clients stay in the loop

Volunteers sign up for shifts and log hours. Clients see their appointments, forms and messages from your team.

  • Shift sign-up and hours
  • Client appointments and forms
  • News from your organization
  • Invite people from their record
Volunteer portal with upcoming shifts and hoursVolunteer portal with upcoming shifts and hours

Grantees and members too

Grantees track applications and submit reports. Members check their standing and renew online.

  • Application status at a glance
  • Report submission with reminders
  • Membership renewal online
  • Several people can work on one application
Grantee portal with application statusGrantee portal with application status

Connected to everything else

It all runs on one shared record, so nothing has to be entered twice.

Questions, answered

Do people need to install anything?

No. Portals work in any browser, on a phone or a computer.

How do people get access?

Staff send an invitation from the person's record, and they choose their own password.

See it with your own workflows

A real person will walk you through Missionly using the way your organization already works.