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.