Donor CRM
Donors deserve more than a spreadsheet.
Manage donor relationships, track transaction history, and build lasting donor connections in one platform.

Key benefits.

A complete view of every donor relationship
See every donation, membership and transaction status alongside support level, tags, and last interactions.

Stay on top of memberships
Track membership status and renewal dates directly from the contact card so your team can reach out before a member quietly drops off.

Never miss the right moment
Most donors are lost between the first donation and the second. See who's lapsed and who's ready to be reactivated, so every outreach lands at the right time.
Found in Select Plans
Essential: Transaction & Membership Management available as an add-on
Advanced: Transaction & Membership Management available as an add-on
Expert: Transaction & Membership Management available as an add-on
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