One profile
Gifts, events, and emails on one timeline.
Donor CRM
Know who to call on Monday.
One profile per donor, saved segments, and a prioritized list of who needs you.
Prioritized
Lapsing majors and upgrade candidates surface first.
Follow-through
Assign owners and see what got done.
Built into the platform
Everything stays connected.
Launch, manage, and measure donor crm from the same workspace as your donor records, communications, and reporting.
- Saved and dynamic segments
- Full activity timeline
- Household linking
- Notes, tasks, and owners
- Custom fields and tags
- Export to spreadsheet or accounting
Connected by design
One supporter. One relationship.
Every gift, registration, membership, and interaction rolls into the same donor story.
See donor crm in action.
We’ll walk through the workflow using your fundraising goals and current stack.