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Donor Management System — A build-to-order Odoo platform that turns fundraising into a governed donor lifecycle — gifts, pled — 1/1Aperçu illustratif

A build-to-order Odoo platform that turns fundraising into a governed donor lifecycle

— gifts, pledges, recurring giving, tax receipts and campaign ROI, all inside your Odoo.

ECOSIRE scopes, builds, installs and supports it for you.

Qu'est-ce que Donor Management System ?

A build-to-order Odoo platform that turns fundraising into a governed donor lifecycle — gifts, pledges, recurring giving, tax receipts and campaign ROI, all inside your Odoo. ECOSIRE scopes, builds, installs and supports it for you. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Fonctionnalités clés

`donor.gift` model with `@api.depends` computed lifetime value, first/last gift dates and average gift size that recompute on every posted contribution
RFM segmentation (recency, frequency, monetary) as stored computed fields for tier and stewardship targeting
`donor.pledge` model that generates a dated installment schedule and reconciles incoming `account.payment` lines against expected pledge lines
Recurring giving support with automated activity reminders before each installment via `base.automation`
`fundraising.campaign` and appeal models with cost, target and computed net-raised / ROI attribution on every gift
Hard-credit and soft-credit relationships so matching gifts, tribute gifts and household giving roll up correctly to lifetime value
`res.partner` extended with giving tier, communication preferences and tax-deductibility / Gift Aid flags where jurisdiction requires
QWeb PDF templates for branded tax receipts and annual giving statements, batchable across a donor segment
Automated stewardship actions: acknowledgement tasks on gift post, lapsed-donor alerts on recency threshold, pledge-due reminders
`ir.model.access.csv` groups plus record rules separating campaign-officer access from finance ledger control
Multi-company record rules to isolate chapters, entities or funds when you run more than one company
OWL/XML donor 360 view with gift timeline, pledge status and campaign source, plus retention and pipeline dashboards
XML-RPC/JSON-RPC endpoints so donation forms, payment webhooks and marketing tools can create gifts and update donors
Fund/restricted-gift tagging carried through to analytic accounting for restricted vs. unrestricted reporting

Fait sur commande, clé en main

Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.

  1. 1

    Vous commandez

    Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.

  2. 2

    Nous développons et installons

    ECOSIRE la développe, la configure et l'installe sur votre Odoo.

  3. 3

    Mise en ligne + assistance

    Vous êtes en ligne en une semaine ouvrée environ, avec deux semaines d’assistance après la mise en production. Les défauts du code que nous livrons sont corrigés gratuitement.

Spécifications techniques

Compatibilité Odoo
Odoo 17, Odoo 18, Odoo 19
Éditions
Enterprise et Community
Licence
Licence à confirmer
Version Python requise
Python 3.10+
Base de données
PostgreSQL 12+

À propos de ce produit

Nonprofits run their finances in Odoo but their fundraising in spreadsheets, email inboxes and a patchwork of tools. Donations land as untagged bank statement lines, pledges live in a shared sheet nobody trusts, recurring givers churn silently, and year-end tax receipts become a frantic manual reconciliation. Odoo core gives you res.partner, invoices and account.payment, but it has no first-class concept of a gift, a pledge schedule, a soft-credit, a campaign appeal, or a donor's lifetime value — so development teams end up bending the sales pipeline into a shape it was never meant to hold. That is exactly where a generic off-the-shelf apps.odoo.com module also runs out of road: it captures a donation record but leaves the fund accounting, receipting compliance and stewardship workflow to you.

We build a purpose-fit donor management layer on top of your Odoo. At its core is a donor.gift model with @api.depends computed fields for lifetime value, first-gift and last-gift dates, and recency/frequency/monetary segmentation, plus a donor.pledge model that generates a scheduled installment plan and reconciles incoming account.payment records against expected pledge lines. Campaigns and appeals are modeled explicitly (fundraising.campaign with cost, target and computed net-raised / ROI), so every gift carries an attributable source. We extend res.partner with donor-specific fields — giving tier, communication preferences, hard vs. soft credit relationships, and Gift Aid / tax-deductibility flags where your jurisdiction requires them. Access is governed properly through ir.model.access.csv and record rules so that a campaign officer sees their donors while finance retains control of the ledger, and multi-company record rules keep chapters or entities isolated when you run more than one.

On the operations side we wire base.automation automated actions for the stewardship journey: acknowledgement tasks the moment a gift posts, lapsed-donor alerts when recency crosses a threshold, and pledge-reminder activities before each installment is due. QWeb report templates produce branded tax receipts and annual giving statements as PDFs, batchable across a donor segment. OWL/XML views give fundraisers a donor 360 — a clean form with a gift timeline, pledge status and campaign attribution — and dashboards for pipeline, retention and campaign performance. Everything is exposed over Odoo's XML-RPC/JSON-RPC API so your donation forms, payment processor webhooks or a marketing platform can create gifts and update donors programmatically, and we can build against Community or Enterprise depending on which accounting and reporting features your edition provides.

Because this is built to order, delivery follows a defined path rather than a download. After a short scoping call we confirm your data model, receipting rules, campaign taxonomy and integrations, then build and test your version against a staging copy of your database, run UAT with your team, and cut over with a rollback plan. You receive the installable source, the git repository, technical and user documentation, and a post-go-live support window. Typical delivery is one working week from confirmed scope, targeting Odoo 17.0, 18.0 or 19.0. Pricing starts from $999 (indicative, single-company base scope); multi-entity setups, payment-processor and marketing integrations, jurisdiction-specific receipting/Gift Aid compliance, and the volume of historical donor data to migrate increase the quoted scope.

Ce que vous obtenez

  • Installable Odoo source module for your version (17.0 / 18.0 / 19.0), matching the confirmed scope
  • Installation and configuration on your environment, including groups, record rules and automated actions
  • Technical documentation: data model, `ir.model.access` matrix, integration/API notes and upgrade guidance
  • End-user guide plus a live training session for fundraising and finance staff
  • UAT on a staging copy of your database with a documented rollback plan before go-live
  • Post-go-live support window for defect fixes and configuration questions
  • Git repository handover with full commit history and tagged release

Pour qui c'est

Development / Fundraising Director

Runs annual and major-gift campaigns and needs attributable ROI, donor retention metrics and a reliable pledge pipeline instead of a spreadsheet — wants campaign performance visible without asking finance to run a query.

Finance / Operations Manager

Owns the Odoo ledger and receipting compliance. Needs gifts to reconcile cleanly against `account.payment`, restricted funds tracked separately, and audit-ready tax receipts generated in batch at year-end.

Odoo Administrator / IT Lead

Maintains the existing Odoo deployment and wants a properly-secured module with clean record rules, documented models and a git repo — not a fragile customization bolted onto the sales pipeline.

Membership / Stewardship Coordinator

Manages the donor relationship day to day and needs automated acknowledgements, lapsed-donor alerts and a single donor 360 view to keep supporters engaged and giving.

Comment Donor Management System se compare

CritèreÉCOSIREConstruction personnaliséeConcurrentNatif Odoo
Gift & pledge data modelPurpose-built `donor.gift` / `donor.pledge` models with computed LTV and installment reconciliationWhatever your developer models from scratch, at full hourly costBasic donation record, often bent from the sales pipelineNo gift concept — only invoices and `account.payment`
Tax receipts & statementsBranded QWeb PDF receipts and annual statements, batchable by segmentBuilt to spec but from zero, you define every templateGeneric receipt, rarely jurisdiction-awareStandard invoice PDF, not a compliant donation receipt
Campaign ROI & attribution`fundraising.campaign` with cost, target and computed net-raised / ROI per giftPossible but scoped and coded per projectSimple campaign tag, usually no cost/ROI mathUTM/source tags only, no fundraising ROI
Security & access controlTailored `ir.model.access.csv` groups plus record rules and multi-company isolationDepends entirely on developer disciplineFixed groups you cannot easily reshapeGeneric accounting/CRM groups, not donor-role aware
Stewardship automation`base.automation` acknowledgements, lapsed alerts and pledge reminders configured for youBuildable, billed as extra effortLimited or no automated stewardshipManual activities only
Fit to your processScoped to your funds, taxonomy and receipting rules before a line is writtenFully bespoke, at the highest cost and timelineYou adapt your process to the module's assumptionsYou improvise on generic objects
Ownership & maintainabilityFull source, git repo handover, docs and a support windowYou own it, but carry all design and QA riskVendor-locked, closed roadmapCore-only, no fundraising layer to own
Total cost & riskFixed quote from an indicative $999 base after scoping, delivered in one working weekOpen-ended hourly, highest delivery riskLow sticker price but hidden adaptation and gap costNo license cost, but heavy manual workaround cost

Foire aux questions sur Donor Management System

How long does delivery take?

This is a build-to-order module, not an instant download. Typical delivery is one working week from confirmed scope. The clock starts after our scoping call, once your data model, receipting rules, campaign taxonomy and integrations are agreed. Larger data migrations or multiple integrations extend the timeline, which we confirm in the fixed quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. After a short scoping call we issue a fixed written quote. Drivers that raise it include multi-entity/multi-company setups, payment-processor and marketing integrations, jurisdiction-specific receipting or Gift Aid compliance, and the volume of historical donor data to migrate. You approve the fixed quote before we build.

What happens with support and updates after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration questions. You receive the full git repository and source, so your own team or ours can maintain it. Version upgrades (for example moving from Odoo 17.0 to 18.0 or 19.0) or new capability beyond the delivered scope are quoted as a separate change — we document the upgrade path so it's predictable.

Does this work with Odoo Community or Enterprise?

Both. We build against Odoo 17.0, 18.0 or 19.0 on Community or Enterprise. Some reporting and accounting features differ by edition, so during scoping we confirm which capabilities your edition provides and design the module — for example the depth of analytic reporting for restricted funds — to fit it. We tell you upfront if a requirement genuinely needs Enterprise.

How does it fit with our existing Odoo accounting?

It sits on top of your existing ledger rather than replacing it. Gifts and pledges reconcile against native `account.payment` and journal entries, restricted funds carry analytic tags for separate reporting, and receipts are generated from the same posted records finance already trusts. We integrate with your chart of accounts and journals during the build, not around them.

Can we import our existing donor and giving history?

Yes. Migrating historical donors, gifts and pledges is a common part of scope. We map your source data to the new models, load it into staging first, and validate lifetime-value and segmentation computations against your known totals before go-live. Migration volume and source-data quality are among the factors that affect the quote.

How do external donation forms or payment processors connect?

Through Odoo's XML-RPC/JSON-RPC API. Your website donation form, a payment-processor webhook or a marketing platform can create `donor.gift` records and update donors programmatically. We build and document the integration endpoints you need as part of scope; each additional integration is a scope driver reflected in the quote.

Demander un devis

Donor Management System

A build-to-order Odoo platform that turns fundraising into a governed donor lifecycle — gifts, pledges, recurring giving, tax receipts and campaign ROI, all inside your Odoo. ECOSIRE scopes, builds, installs and supports it for you.

  • `donor.gift` model with `@api.depends` computed lifetime value, first/last gift dates and average gift size that recompute on every posted contribution
  • RFM segmentation (recency, frequency, monetary) as stored computed fields for tier and stewardship targeting
  • `donor.pledge` model that generates a dated installment schedule and reconciles incoming `account.payment` lines against expected pledge lines
  • Recurring giving support with automated activity reminders before each installment via `base.automation`

Demander un devis

Décrivez vos besoins pour Donor Management System et nous vous enverrons les tarifs, les options de licence et une proposition sur mesure, généralement sous un jour ouvré.

Aucun paiement maintenant. Ceci envoie une demande de devis à notre équipe — nous vous recontacterons par e-mail avec les tarifs et les prochaines étapes.