Features
Custom email digest creation with HTML/text editor
Variable insertion from connected data sources
Live preview of latest data in editor
Data list loops (e.g., bullet list of outstanding bills)
Scheduled daily or weekly delivery
QuickBooks Online integration
Plaid banking integration
Zapier integration (any app)
AES-256 encryption for financial/PII data
Automatic data deletion after email send
Per-email-profile pricing with bulk discounts
Theme editor (Custom plan)
Unlimited email recipients (Custom plan)
Connection failure notifications
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)
