Nonprofit CRM
All your data in one place. Track and manage donors, transactions, institutions and relationships between them with our full-fledged nonprofit CRM.
Donation Management
Create and save custom reports, manage tax receipts or reply to new donations straight from your dashboard.
Unlimited Contacts
With our unlimited CRM, you don’t ever have to worry about the size and growth of your audience.
Offline Donations
A complete system for manual donation management with pledges, allocations, soft crediting and households.
Custom Segmentation
Create and save custom reports, manage tax receipts or reply to new donations straight from your dashboard.
Integrations
We work with all of your favorite tools. Expand the reach of your nonprofit CRM by connecting your favorite software.
Integrated Analytics
Track donation data, quickly identify trends and take action to improve your ongoing campaigns.
Have Control Over Your Audience
Bring a better way of organization to your donor management with custom segmentation. By combining smart filters and pre-defined templates, you will always be just one click from the data you need.
Segmentation
Seamless filtering with pre-defined templates, such as SYBUNT, LYBUNT, and recurring donors.
Custom Segments
Create, save and manage your own segments. The list of all segments gives you a perfect overview of your audience distribution.
Outbound Marketing
Send text messages or email campaigns.
Find Donors and Transactions in an Instant
Finding the right donor or transaction has never been easier. Just write the email, name or amount and our powerful search engine will show you the result instantly. No need to scroll through hundreds of records anymore.
Track Data and Make Informed Decisions
Visualized donor data helps you make the right decisions. Stay informed with our advanced analytics tools and steer your fundraising based on real activities rather than assumptions.
Source Breakdown
Learn the exact source of your donation whether it came from an email, social media or an SMS campaign.
Week Days Performance
Track performance of each week day based on money raised and plan your campaigns accordingly.
SMS Funnel
Optimize your SMS campaigns with the data percentage of sent, received, opened and clicked text messages.
Donor Management That Makes Your Life Easier
Soft Crediting
Add additional contacts to any donation to give credit and track your referral network.
Custom Notes
Keep important information about your donors, institutions or transactions right within their accounts.
Reply Tasks
Engage your new donors and reply to every new donation with pre-defined and custom answers.
Pledges
Make a record of a future donation that was pledged by an individual or institution.
Institutions
Create and manage households, corporations, churches, DAFs or any other type of organization.
Donor Tagging
Assign tags to donors to create new segments and build your own organization structure.
Exports and Imports
Work with third party systems and export and import donor records and transactions.
Roles and Permissions
Invite unlimited numbers of admins, creators or accountants. Each role has a different level of access.
Relationships
Build and track relationships between families, employees or church members.