Features
Cadence multi-channel outreach sequences
Rhythm AI-prioritized seller actions
Conversations conversation intelligence and coaching
Deals deal management and acceleration
Forecast AI-driven sales forecasting
AI Chat agents for website visitor conversion
AI Agents for task automation and insights
Analytics unified revenue reporting
Enterprise Data Platform for data unification
Governance and AI controls
Command Center for team visibility
Plays for sales playbooks
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)
