Features
AI-powered content generation from section headers
Intelligent data analysis and key metric extraction
Seamless text editor with embedded charts
Multiple professional layouts for export
Collaborative team editing
Real-time preview of changes
Export to PDF, Word, and Google Docs
Custom branding and formatting
Upload client documents into dedicated data rooms
Auto-generate entire reports or individual sections
AI suggestions for content refinement
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)
