Features
Automated RFQ capture from email
Instant PDF quote generation
ERP/MRP/PLM integration via Marketplace
Real-time win/loss analytics dashboard
Customer behavior insights
Team response time tracking
SOC 2 Type II certification
AWS GovCloud deployment option
On-premise deployment option
Supplier relationship management
Quick setup under one day
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)