Automation for Nonprofit Organizations
Streamline donor management, grant tracking, and volunteer coordination so you can focus on your mission.
Challenges We Solve
Tap each card to see how we solve the most common challenges facing nonprofits.
Donor Data Silos
Donor information scattered across email, spreadsheets, and your CRM with no unified view
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Unified Donor Management
Connect all donation sources - website, events, mail, social - to your CRM for a complete donor view and timely engagement.
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Grant Reporting
Hours compiling data from multiple sources to meet funder reporting requirements
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Automated Acknowledgments
Instant, personalized thank-you emails with tax receipts. Segment by gift size for appropriate recognition levels.
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Volunteer Management
Manual coordination of volunteer schedules, communications, and hour tracking
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Grant Reporting
Automated data gathering from program systems, formatted reports matching funder requirements, on-time every time.
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Thank You Delays
Donors waiting days or weeks for acknowledgment due to manual processing
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Volunteer Automation
Self-service scheduling, automated reminders, hour tracking, and engagement campaigns to keep volunteers active and appreciated.
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Common Nonprofits Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
Unified Donation Processing & Stewardship
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
Workflow Steps
Capture Donation
Gift received via online form, event, mail, peer-to-peer, or social platform
Eventbrite
Facebook+1Normalize Data
Donation data standardized regardless of source channel
Match/Create Donor
Link to existing donor record or create new constituent
Bloomerang
Raiser's Edge
Salesforce NPSPRecord Gift
Donation logged with source, amount, designation, and attribution
AI Personalization
AI selects thank-you template and timing based on donor segment, history, and gift size
Send Acknowledgment
Personalized thank-you with tax receipt sent via preferred channel
Trigger Stewardship
Major gifts flagged for personal outreach, recurring donors entered into retention sequences
Data That Flows Through
Outcomes
Implementation Options
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 WorkflowsReady to Transform Your Nonprofits?
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Contact UsFrequently Asked Questions
Which donor management systems do you work with?
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.
Do you offer nonprofit pricing?
Yes, we offer discounted rates for 501(c)(3) organizations. We understand nonprofit budget constraints and work to maximize impact within your resources.
Can you help with program data for grant reporting?
Absolutely. We can connect your program management systems, case management databases, and service delivery tools to aggregate the outcome data funders need to see.