RoundwellFeatures for merchants and nonprofits
Turn fundraisers into growth engines. Merchants: POS-connected automation, direct funds, and compliance handled. Nonprofits: CRM integrations, automated supporter campaigns, and clean attribution.
For merchants
Everything you need to launch cause nights fast, bring in new faces, and stay compliant—without new hardware or workflows.
PoS integrations
- Connect Square, Toast, and more in a few clicks
- No new hardware or workflows
- Multi-location & device support
- Secure, minimal permissions
Scheduling & rules
- One-time or recurring campaigns
- Round-up, % of sales, or $ per item
- Target all items or specific SKUs
- Templates for common scenarios
Automation & tracking
- Auto-detect donation-eligible sales
- Real-time tallies
- Granular audit logs per transaction
- Email alerts & summaries
Impact visibility & co-marketing
- Shareable impact cards & recap posts
- Co-branded assets with nonprofit partners
- PR/social-ready stats after each campaign
- Showcase community impact in-store and online
Direct flow of funds
- Business → nonprofit, no middlemen
- Clear payout schedule
- Shareable receipts
- Transparent pass-through
Quick setup
- Under 5 minutes to get started
- Works with existing devices
- No workflow changes required
For nonprofits
Bring partners’ audiences, track impact in real time, and grow your list with less coordination. Connect your CRM or use CSV—your call.
CRM integrations
- Salesforce, Blackbaud, CharityEngine, and more
- Two-way sync for segments (where supported)
- Attribution fields for campaign IDs
- De-dupe safeguards
Automated supporter campaigns
- Announce → reminder → impact/thank-you
- Template library with quick edits
- Optional opt-in growth prompts
- Send from your domain or connected ESP
Impact reporting
- Real-time totals and projections
- Shareable impact cards for social
- Download CSV/PDF summaries
- Board-ready rollups
Co-marketing assets
- Merchant + nonprofit creative kits
- Logos, copy, and photo prompts
- Auto-generated recap posts
- Press-friendly stats
Clean attribution
- Contact- and campaign-level matching
- UTM & source tagging support
- Export to your data warehouse
- Audit trail across partners
Partner discovery
- Be discoverable to nearby merchants
- Invite existing partners in a click
- Simple approvals and access
- Centralize partner history
Transparent reporting
- Live dashboards and exports
- Campaign summaries
- Location-level insights
Receipts & records
- Itemized donation logs
- Export CSV/PDF
- Share with partners
Compliance handled
- Disclosure templates
- Auto-generated summaries
- Commercial co-venture contracts
Run your next fundraiser with Roundwell
Join the pilot—setup takes minutes, and we’ll help you launch.