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A Client Success Manager is your Finalsite advocate.

MEET YOUR CSM

Here to support you, help you, and guide you throughout the entirety of your partnership with Finalsite.

Not sure where to start?

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Our business has been for and about schools since the beginning, which is why 95% of clients stay with us year over year.

Discover all that Finalsite has to offer.

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Schools love how Finalsite finds what makes them unique and translates that into an authentic digital experience.

Improve School-to-Home Communications with Password-protected Portals.

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Portals provide a safe and secure place for your community to access information that's just for them on every device.

Sarah Gordon, Assistant Director of Communications
Choate Rosemary Hall

A best-of-breed approach to give you the "all in one" solution you need.

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We focus on the critical function of marketing and communication, while leveraging relationships and integrations with 70+ partners to provide a more seamless experience between the school and your constituents.

A team of 200, Finalsite has been serving schools worldwide for 20 years.

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Our business has been for and about schools since the beginning, which is why 95% of clients stay with us year over year.

Save Time and Enhance Data Integrity

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Our secure integrations with popular SIS providers mean you can replace timely manual data uploads with our automatic transfers for a seamless solution.

Sarah Gordon, Assistant Director of Communications
Choate Rosemary Hall

Forms Manager

Online giving form for an independent LD school
  • Core Products
  • Legacy
  • Modules

Create convenience, collect information.

With a single tool you can create responsive, online forms for virtually any need, including online donations, volunteer forms, lunch menu order forms, job applications, event RSVP’s, online inquiries, and more. Forms are easy to build with drag-and-drop functionality, template creation, cloning, and the ability to save commonly used elements.

Forms Examples Training & FAQs Product Sheet

Forms may be pre-filled with Constituent Manager data if users are logged in and accessing the form. Forms may accept payments if a Payment Gateway is enabled on your site.

Forms manager and Forms Plus are being replaced by Forms as of December 2020. Forms Manager and Forms Plus will become legacy modules and will need to be migrated to the new Forms module. This is a core module built into the Finalsite platform.