Features
Automatic lead creation from Gmail
AI intent analysis (hot/warm/cold tagging)
Drag-and-drop kanban pipeline
Customizable pipeline stages
Share pipeline links with clients
Real-time team collaboration
Data-driven pipeline insights
Email tracking and reminders
Integrated proposal generator with templates
Built-in international VOIP calling
Unlimited contact, company, and deal storage
Sales objectives and KPIs tracking
Usage-based phone & VOIP module
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)
