Donor Data

Collect and organize robust donor data in an easy-to-use platform. Work efficiently and make better decisions with clean, centralized data.

Custom Donor Segments

Create custom segments of donors based on their involvement, giving amounts, last gift date, and a whole lot more.

Track Donor Interactions

Keep track of each donor interaction and view donors' historical involvement with your organization.

Donor Relationships

Track family, employment, and scholastic relationships between supporters.

Soft Credits

Assign soft credits to donations and track total amounts of your board or supporter networks.

Donor Notes & Tags

Add tips, reminders, and general notes to a supporter and highlight the important stuff.

Automated Donor Tasks

Never miss a chance for engagement with automated follow-up tasks based on donation activity

Import Donors

Upload your existing donors and start gaining new donors, all in one place.

Donor Assignments

Assign donors to your team members based on their total giving amounts or donation activity.

Custom Reports & Dashboards

Create custom reports and data dashboards to see the big picture and make better decisions.

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Text Engagement

Send text messages to your donors for personalize communication and donation asks.

Institutions

Create supporter records to manage your corporate, government, or religious institution supporters.