Features
Knowledge base captures tribal knowledge and business rules
Quote automation from RFQ in seconds
Order entry with ERP validation and auto-entry
Inbox management with AI triage and response
Voice interaction for hands-free operations
Multi-layer AI stack for reasoning and action
Real-time data sync across ERP, CRM, and catalog
Document understanding with AI-driven reasoning
SOC 2-ready security for data protection
No rip-and-replace integration with existing ERP
Role-based context for consistent decision-making
24/7 AI automation for quoting and orders
Connector framework for custom integrations
AI writing assistant for appeals and emails
Conversational reporting via natural language queries
Customizable donation forms with recurring gifts
Event management with online registration and ticketing
Text fundraising (SMS donations)
Grant management with basic tracking
Membership management with monthly billing option
Volunteer management and AI-powered scheduling
Marketing email builder and automated journeys
Reporting and analytics dashboards with personalized tiles
Data management: NCOA and duplicate matching
Major gifts guidance and tracking
Mobile app for fundraisers (iOS/Android)
