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.
9 min
median time to build a segment
Prioritized
Lapsing majors and upgrade candidates surface first.
Follow-through
Assign owners and see what got done.
What’s included
Everything you need.
Included in the platform. Not a paid add-on.
- Saved and dynamic segments
- Full activity timeline
- Household linking
- Notes, tasks, and owners
- Custom fields and tags
- Export to spreadsheet or accounting
Works with the rest of the platform
See donor crm on your campaign.
Thirty minutes. Your numbers. A straight answer.