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-powered donor outreach prioritization (Momentum)
Predictive donor behavior & wealth modeling (Insights)
Customizable online giving forms & landing pages (Raise)
A/B testing for donation pages (launched June 2026)
Enterprise-grade business intelligence (Analytics)
CRM+ with donor & pipeline management
Marketing automation and email campaigns
Event management and registration
Workflow and journey automation
Volunteer recruitment, scheduling, and communication
App Marketplace for integrations
Dynamic donor engagement plans
Automated CRM logging and alerts
Board-ready reporting and data exports
Unlimited users (Platform tier)