Fundraising & CRM
Raise the money, without losing the thread.
Every ask, gift, and conversation lives on one record, so the person who picks it up next already knows the story.
People
Donors, volunteers, and prospects in one list
| Person | Giving | Moves | Lifecycle | Last touch |
|---|---|---|---|---|
| Elena Ramos | $8,750 | Stewardship | Major donor | 3d ago |
| Marcus Chen | $1,240 | Cultivation | Repeat donor | 1w ago |
| Priya Sundaram | $25,000 | Solicitation | Champion | Today |
| Dana Whitfield | $300 | Identification | First-time donor | 8mo ago |
| Sam Okafor | $0 | Qualification | Prospect | 2d ago |
Try it: click a segment above. Lifecycle stages update themselves; Moves is yours to set.
Sample dataHow a gift becomes a relationship
Follow one donation through the system. No spreadsheets were harmed.
- 2:14 pmA gift comes inDonation form, event ticket, or a check someone mailed
- 2:14 pmIt lands on the recordThe person, the household, the campaign, all linked
- 2:15 pmThe thank-you drafts itselfYou approve it, it sends, the receipt files
- Next morningThe pipeline updatesDashboards and forecasts move on their own
What’s included
Everything below comes with every plan.
Raising money
Donation pages and forms
Branded, mobile-first, live in an afternoon
Appeals and email campaigns
Written, scheduled, and sent from one place
Events and ticketing
Registrations land straight on the record
Gift pipeline and forecasting
Every ask staged, weighted by likelihood
Grant tracker
Applications, reports, and renewal dates in view
Payments and reconciliation
Card, ACH, and cheques in one ledger
Donors and volunteers
One record per person
Households and organizations linked properly
Full activity timeline
Gifts, emails, events, and colleagues’ notes
Segments and lists
Built from what people actually did
Volunteer rosters and shifts
Sign-ups, reminders, and hours logged
Receipts and thank-yous
Drafted for you, sent once someone approves
Imports and duplicate catching
Migration from your old system, included
Running the team
Roles and permissions
People see what their job needs
Audit log
Who changed what, and when
Dashboards and exports
Board-ready numbers without a data team
Integrations
Salesforce NPSP, QuickBooks, Stripe, Mailchimp, CSV
See it on your own programs.
Thirty minutes with your data in front of us, and you'll know whether this fits.
