One record
per donor.
For charities, advocacy groups and campaigns: gifts from NationBuilder, Raisely, Stripe, CSV imports and your own forms land on one donor record, with their giving history, your team’s notes and the people they are connected to. Already on a CRM? Connect it, and move the record across at your own pace. See integrations
Everything about a donor, in one place.
Every source, one donor.
Each donor’s gifts from every connected source, their regular gifts and their details on one page, with a photo where you have one.
Every planMatched, then reviewed.
Records are auto-matched on external ID and email. Phone, address and name-plus-postcode matches are queued for review, and you choose which fields to keep on every merge. See how
Every planNotes, follow-ups, tags.
Log calls, meetings, emails and letters against a donor and set a follow-up. Their gifts and the emails you sent sit on the same timeline. Tag donors and filter the list by tag. See how
Every planWho knows whom.
Record that two donors are connected, and how, from the donor page or the duplicates queue. One link shows on both records. See how
GrowGifts that didn’t come online.
Record cash, cheque, bank and in-kind gifts yourself, so the donor’s history is the whole history. See how
Every planImport it. Export it.
Import donors and donations from a CSV, with a preview before anything is written. Export your donations, and reach everything else through the REST API. No lock-in. See how
Every planWho can see what.
Every user has one role: Admin, Editor or Viewer. Users can turn on multi-factor authentication, and apps connected to an account are listed in its security settings, where they can be disconnected. Changes are captured in an append-only audit log (viewable on Enterprise or with the Compliance add-on).