Create activities and reminders to stay on top of your daily tasks and future follow-ups.
Get personal notifications for every transaction made through your system — so you immediately know to follow up.
Store quick notes and conversation reminders on an individual’s account, so you can stay up-to-date on what’s most important to them.
Cultivate potential donors with moves management and setup automatic activities and reminders for each of your prospects.
Manage grant opportunities and track your organization’s progress with our grant tracking system.
A 2-year case study on data, implementation, adoption and performance.