Relationship Management & Fundraising Automation
Reduce the amount of time and effort needed to identify a prospect, create a standardized action plan, and even send out the initial communication from Major Gifts Officers with automation.
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Save Time With Fundraising Automation
Create standardized action plans to save time for Major Gifts Officers and optimize donor outreach.
Apply a standardized action plan to major gifts prospects so that all of the early steps of the process are assigned and timed appropriately without manual scheduling.
Identify prospects through wealth screening and automatically schedule research for your most interesting donors.
Never forget a thank you note with automated email acknowledgments to offline donors.
Start using automation today with pre-built templates for your most common donor scenarios.
Skip the templates and start from scratch to build workflows that fit your unique needs and processes.