No More Admin Work
You've built the perfectly tailored engagement plan for your top donors - now get help executing it.
Jane, thanks so much for your generous donation.
Jane, thanks so much for your generous donation.
How it works
Start With Your Database
Never wonder who to contact again. We take the guesswork away. No queries, no lists, no problem.
Layer on Insights
Personalized, high-touch emails. Waiting for you in your inbox.
Take Care of Your Entire Portfolio
Maximize engagement, retention, and most importantly, donations.
Engage Every Donor Seamlessly
Donor tracking, action logging and task management made simple.
In Your Inbox
Get emails delivered to you with all the information you need. All the context you need right in front of you.
Focus on building relationships
Emails, calls, handwritten letters, calendar invites, meeting requests and more
Easily executable action steps
Jane,
Was just driving by Berkeley's campus and thought of you. What a beautiful place to go to school!
Are you around next week to meet up for a coffee?
01
02
03
01
Aryan Sharma
aryan.sharma@gmail.com
+1 (809) 546-4567
1982 Duncan Ave,
New York City, NY 10523
Touchpoints for 2023
60%
02
Ask about his kids. Son Sam is currently applying to college!
Explore interest in healthcare.
Update Aryan on the Greenview Scholars fund (he gave $10K over the past 2 years)
Recommended ask is $5,000 (based on capacity and giving history to other orgs)
Skip for Now
Log Call
03
Maria Cruz
mluisacruz@yahoo.com
+1 (345) 652-5654
134 Los Alamos Blvd,
Dallas, TX 75055
Touchpoints for 2023
30%
04
Maria is an active philanthropist and last gave $10K to a cancer research center
She is most interested in healthcare causes and scientific research
Dear Maria,
So good to meet at the gala last week!
I would love to find a time to chat about some healthcare initiatives we have. Do you have any time next week?
Cheers,
Paula Porter
Skip for Now
Edit Draft
We Are Where You Are
No more fighting to combine make sure your calendar and email are in sync. We are where you are and everything just works. Enjoy your peaceful breath.
Call scripts right in the body of the email
Use the tools you're already using. We'll never make you to switch.
Everything tracked automatically into your database
We Are Where You Are
No more fighting to combine make sure your calendar and email are in sync. We are where you are and everything just works. Enjoy your peaceful breath.
Call scripts right in the body of the email
Use the tools you're already using. We'll never make you to switch.
Everything tracked automatically into your database
We Are Where You Are
No more fighting to combine make sure your calendar and email are in sync. We are where you are and everything just works. Enjoy your peaceful breath.
Call scripts right in the body of the email
Use the tools you're already using. We'll never make you to switch.
Everything tracked automatically into your database
Take Care of Your Entire Portfolio
Let your prospects come to you and know exactly who to engage and when. No more having to pull reports and sift through the CRM.
No donor slips through the cracks - pre-drafted emails straight to your inbox
Set custom follow-ups - in your inbox or calendar
Never miss a birthday, anniversary or promotion
4X Your Major Donor Portfolio
Easy to setup. Easy to maintain. Fundraising on easy mode.
