Hi. How can we help?
Getting Started
-
Getting Started
Welcome to Keela 101! This is your one-stop shop for everything you need to know to get started with Keela.
-
Your Account
Peek behind-the-scenes at your Keela account. Update your billing, change your email or password, or add team members!
-
Migrating to Keela
Migrating data doesn’t have to be scary. Looking for information on moving your data? This is the place for you!
-
Your Workspace
Get to know your Keela workspace! Stay organized, track messages, and keep up-to-date.
Using Keela
-
Dashboard
View a snapshot of your immediate responsibilities and learn more about your widgets here!
-
Analytics
It’s time to put your data to use! Use our Analytics tool to dive deep into the data you’ve accumulated on Keela.
-
Contacts
Learn the ins and outs of your CRM - from the data you can capture, to how that data can be organized and utilized.
-
Campaigns
Monthly newsletters, ‘Giving Tuesday’ campaigns, fundraisers -- tackle all of these and more with our Campaigns tool.
-
Donations
Capture donations made through your website, log donations received offline, and send out fully-compliant tax receipts.
-
Revenues
Capture grants, sponsorships, purchases and other sources of revenue for your organization.
-
Pledges
Capture and keep track of commitments for funding from your contacts
-
Memberships
Create and manage your organization's membership plans and public membership page.
-
Forms
Create custom forms and surveys to better understand your donors, members, volunteers, and more.
-
Projects
Seamlessly manage your fundraisers, meetings, and day-to-day operations and collaborate with your team all in one place!
Using Keela with Friends
-
Eventbrite
Connect Keela with Eventbrite to import contacts and capture ticket orders in your CRM.
-
Google Suite
Connect Keela with Google to track emails directly from Gmail and sync project deadlines and followups to your Calendar.
-
MailChimp
Connect Keela with MailChimp to import contacts into your CRM and manage your campaigns and subscribers.
-
QuickBooks Online
Connect Keela with QuickBooks Online to sync transactions and save time on accounting.
-
SendGrid
Set up your custom domain through SendGrid and decide how you want to send emails and e-blasts.