Manage your entire donor database from one place.
Create automated tasks for specific types of donations. Assign tasks and track follow up.
Build dynamic donor segments for simple reporting and progress tracking.
Assign donors to your donor portfolio and build personal relationships that sustain giving.
Donor profiles show giving history, current recurring settings, demographic data, interactions, and more.
Log interactions with donors for more informed follow-up and communication.
All Your Donors in One Place
Migrate your historic donor database and current recurring donors into one easy to manage CRM custom built with nonprofits in mind.
Donor profiles give you quick access to vital information. See donation history, current recurring settings, wealth screening data, past interactions, and contact information - all in one place.
Log interactions with your donors to develop more informed, impactful relationships and avoid overlap with the rest of your team.
Use filters built specifically for donor interactions with parameters like first donation date, total donation amount, number of transactions, and more.
Add Soft Credits to donations and keep track of how personal relationships and networks are impacting your fundraising efforts.
In-Platform Wealth Screening
See the giving capacity of your donors with leading wealth reporting technology. Use wealth data filters to build more informed donor portfolios.
Assign donors to yourself or members of your team. Use portfolios to make fundraising personal and build long term donor relationships.
When available, social data is surfaced directly on a donor profile. This includes Facebook, Twitter, and Linked In pages, as well as other demographic data like job title and age.
Robust Reports and Segments
Filter and save dynamic lists of donors to build segments for targeted reporting and communication.