Donor relationships, organized in one place.
Keep supporter profiles, giving history, recurring gifts, receipts, notes, tags, and campaign activity connected in one clean donor record.
- Giving history
- Notes
- Tags
- Receipts
- Recurring gifts
Donor relationships should not live in spreadsheets.
When donor information is scattered across payment tools, emails, spreadsheets, and notes, it becomes harder to thank supporters, understand engagement, and follow up with confidence.
Scattered records
Giving history, receipts, notes, and activity are hard to connect.
Manual follow-up
Teams waste time figuring out who gave, when, and why.
Lost supporter context
Important details about donors can get buried or forgotten.
See every supporter clearly.
A complete donor profile gives your team one place to understand each supporter's giving history, engagement, notes, and recurring activity.
Unified donor profiles
View giving history, contact details, and engagement in one organized record.
Activity and notes
Track interactions, follow-ups, and team notes so nothing falls through the cracks.
Segments and tags
Group supporters by giving patterns, campaigns, and engagement for targeted outreach.
Everything included
Core capabilities that help your team launch faster and manage giving with confidence.
COMPLETE PROFILES
Every supporter gets a living record.
Contact details, giving history, recurring status, receipts, and notes in one profile.
- Contact details
- Giving history
- Recurring status
- Receipts and notes
ACTIVITY TIMELINE
See every gift and interaction in context.
Track online gifts, in-person gifts, campaign responses, and follow-ups together.
- Online gifts
- In-person gifts
- Campaign responses
- Notes and follow-ups
SEGMENTS & TAGS
Organize supporters by relationship, not just amount.
Tag recurring donors, volunteers, high-engagement supporters, and event donors.
- Recurring donors
- Volunteers
- High-engagement supporters
- Event donors
FOLLOW-UP
Know who to thank, update, or invite next.
Receipt history, reminder notes, and campaign engagement help your team stay personal.
- Receipt history
- Reminder notes
- Communication records
- Campaign engagement
Every gift updates the donor record.
Online, in-person, and recurring gifts all flow into the same supporter profile.
Frequently asked questions
Manage every supporter relationship with clarity.
Keep donor records clean, connected, and easy to use.