Planning a successful event takes more than just great tools. Our fundraising software for nonprofits comes with dedicated account management to support you every step of the way. From your first onboarding meeting to post-event reporting, you’ll work with someone who understands your goals and helps you make the most of your event.
Our account managers are more than just tech support. They’re event experts who take the time to understand your specific goals and how you’re using ClickBid. From your first onboarding meeting to a full pre-event walkthrough, your assigned rep will help you prepare your account, review your settings, and answer any questions along the way.
Here’s the journey you can expect when working with our team:
You’ll start with a dedicated rep who knows your event and your organization.
Gain access to a full library of training videos and documentation. These resources, paired with live meetings, are a great combo for learning the ins and outs of the platform.
New clients receive 90 minutes of onboarding with your rep, and this time can be split into multiple shorter meetings if you prefer.
Before your event, your rep will review account settings, event flow, and checklists to ensure everything is ready.
During your event, you’ll have real-time backup support to ensure success and peace of mind.
You’ll also have access to our integrations specialist to help troubleshoot and guide CRM-related questions.
After the event, your rep will review reports with you, reconcile data, and answer any additional questions.
Hannah loves learning how unique each charity is and how to best assist them in making sure their events are a success!
Jasmine loves creating a personal experience for donors and learning about the impacts each organization has on their community!
Gabbie takes pride in helping organizations better serve their communities by reaching their fundraising goals with ClickBid!
Erin enjoys creating personable relationships with her clients so they have a unique and successful experience raising funds for their organization.
Kyra enjoys learning about each organization and their goals, helping customize the platform to their needs, and takes pride in the role ClickBid plays in each organizations effort to make a difference in their community.
Trevor loves learning about various foundations, creating everlasting relationships & helping people get the knowledge they need to have a successful event!
Unlike other platforms, we don’t send you to a call center or pass you between reps. You’ll have a real person who gets to know your nonprofit, your fundraising needs, and your event plan. Whether you’re troubleshooting a setting or planning a new way to engage donors, your account manager is here to help at every step.
Our fundraising software is backed by people who care about the success of your nonprofit. When you have questions, you get answers. When you need support, you get someone who knows your event. It’s not just software, it’s a partnership.