Julep 2026: Benefits, Features & Pricing
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Wondering if Julep is right for your organization?
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
No reviews yet
Pricing
Starting at $99.00 per month
About 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 i...
nclude 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.Julep Screenshots
Julep Pricing and Plans
Starter
$99.00
Plan includes:
- CRM Database
- Unlimited Users
- Customizable User Groups
- Dashboard Analytics
- Reporting Suite
- Online Donations with Anedot
- Mobile Optimization
- Gift Officer Tracking & Portfolio
- Task and action Tracking
- Email Integrations
Grow
$199.00
No plan information available
Impact
$349.00
No plan information available
Power Up
$349.00
No plan information available
Executive
$699.00
No plan information available
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Julep Features
- Popular features found in NonprofitAccountingCampaign ManagementCRMCustomizable FormsDonor ManagementElectronic PaymentsEvent ManagementFundraising ManagementGrant ManagementMembership ManagementRegistration ManagementVolunteer Management
- More features of JulepAccess Controls/PermissionsAccounting IntegrationActivity DashboardActivity TrackingAd hoc ReportingCalendar ManagementCampaign PlanningCampaign SegmentationCommittee ManagementContact DatabaseContact ManagementCredit Card ProcessingCustomer DatabaseCustomizable FieldsCustomizable ReportsCustomizable TemplatesData Import/ExportDonation TrackingEmail MarketingEmail TrackingFor NonprofitsInteraction TrackingMobile AccessOnline GivingRemindersReporting & StatisticsSummary ReportsTask ManagementTask SchedulingThird-Party IntegrationsWorkflow Management
Julep Integrations
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Ratings Breakdown
- Ease of use
- Value for money
- Customer support
- Functionality
Pricing
Starting at $99.00 per month
Ratings Breakdown
- 4.73Ease of use
- 4.82Value for money
- 4.74Customer support
- 4.49Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.75Ease of use
- 4.61Value for money
- 4.71Customer support
- 4.61Functionality
Pricing
Starting at $150.00 per month
Ratings Breakdown
- 4.33Ease of use
- 4.51Value for money
- 4.75Customer support
- 4.34Functionality
Pricing
Starting at $99.00 per month
Ratings Breakdown
- 4.79Ease of use
- 4.95Value for money
- 4.85Customer support
- 4.56Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.41Ease of use
- 4.45Value for money
- 4.60Customer support
- 4.38Functionality
Pricing
Available upon request
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