Streamline donor management, grant tracking, and volunteer coordination so you can focus on your mission.
Industry Benchmarks
These are the challenges we hear most often from nonprofits.
Donor information scattered across email, spreadsheets, and your CRM with no unified view
Hours compiling data from multiple sources to meet funder reporting requirements
Manual coordination of volunteer schedules, communications, and hour tracking
Donors waiting days or weeks for acknowledgment due to manual processing
Tailored automation solutions designed for your industry's specific needs.
Connect all donation sources - website, events, mail, social - to your CRM for a complete donor view and timely engagement.
Instant, personalized thank-you emails with tax receipts. Segment by gift size for appropriate recognition levels.
Automated data gathering from program systems, formatted reports matching funder requirements, on-time every time.
Self-service scheduling, automated reminders, hour tracking, and engagement campaigns to keep volunteers active and appreciated.
See how we automate the workflows that matter most to your business—from understanding to implementation.
Donations from website, events, mail, Facebook, and other sources all flow into your CRM. Each donation triggers personalized thank-you communications based on gift size, donor history, and preferences.
Capture donations from all channels into one system and ensure every donor receives timely, personalized acknowledgment
Gift received via online form, event, mail, peer-to-peer, or social platform
Donation data standardized regardless of source channel
Link to existing donor record or create new constituent
Donation logged with source, amount, designation, and attribution
AI selects thank-you template and timing based on donor segment, history, and gift size
Personalized thank-you with tax receipt sent via preferred channel
Major gifts flagged for personal outreach, recurring donors entered into retention sequences
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsWe connect the software your industry relies on.
We work with professionals across nonprofits facing these common challenges.
We integrate with all major nonprofit CRMs including Bloomerang, Blackbaud (Raiser's Edge, eTapestry), Salesforce Nonprofit, DonorPerfect, Little Green Light, Network for Good, and others.
Yes, we offer discounted rates for 501(c)(3) organizations. We understand nonprofit budget constraints and work to maximize impact within your resources.
Absolutely. We can connect your program management systems, case management databases, and service delivery tools to aggregate the outcome data funders need to see.
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.