Donor CRM

Donor CRM

An all-in-one nonprofit fundraising CRM with intuitive donor management tools to help maximize donations and nurture donor relationships.

Donor CRM
Robust Donor Profiles

Powerful, simple donor management.

Easily access, edit, and manage comprehensive donor data, including giving history, recurring donations, demographic info, and so much more.

Robust Donor Profiles
Intuitive Reporting Tools

Optimize your fundraising campaigns.

Create powerful audience segments with useful filters that take the headache out of nonprofit donation management. Filter by last donation date, giving capacity, and more.

Intuitive Reporting Tools
Donor Lists

Manage donors with dynamic segments.

Develop custom parameters to create powerful donor lists that enhance your fundraising initiatives. Track donor retention and monitor progress.

Donor Lists
Donor Portfolios

Nurture your donor relationships.

Assign each staff member their own portfolio of donors to help develop personal relationships and boost donor retention.

Donor Portfolios
Interaction Tracking

Document your communication with donors.

Keep track of all your donor communications in one delightful place. Log and track interactions directly on donor profiles within the donor CRM so you're always one step ahead.

Interaction Tracking

Donor Management, Simplified.

Easy Migrations

Migrate your entire legacy donor database into our seamless and robust nonprofit donor management software.

Soft Credits

Assign soft credits within the donation management CRM and track how your personal network is impacting your fundraising efforts.


Create donor profiles for companies, affiliate groups, and organizations, then assign a point of contact.

Social Screening

Enhance your donor profiles with social data pulled from top social media platforms, including Facebook, Twitter, and LinkedIn.

In-Platform Wealth Screenings

Assess your donors' giving capacity with reputable wealth reporting technology.

Retention Emails

Send automated emails to donors at the right time—base email blast timing on donation activity.

Recurring Donors

Manage your recurring donations and update credit card information directly from the donor's profile in the fundraising CRM.

Supporter Tags

Apply advanced tags to easily identify successful campaigns. Tagged information can be used to quickly build lists, develop reports, and run A/B tests.

Yearly Donation Summary

Automatically send donors their annual tax information with customized emails.

Stay in the nonprofit loop.

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