CORE CRM PLATFORM

Powerful Features.
Included in Every Plan.

Everything you need to manage contacts, track donations, coordinate events, and grow your organization – all included from day one, even on our free plan.

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8 CORE MODULES

One Platform. Everything You Need.

Click any module to learn more about its features.



Contacts

Your complete supporter database with custom fields and tags.



Donations

Track every gift with powerful donor analytics.



Membership

Membership tiers with automatic renewals.



Events

Registration, ticketing, and check-in.



Volunteers

Track hours, skills, and availability.



Forms & Surveys

Drag-and-drop builder with 20+ field types.



Tasks

Assign, track, and manage team work.



Reports

Dashboards and custom report builder.

CONTACT MANAGEMENT

Your Complete Supporter Database

Every person who matters to your organization – donors, volunteers, members, and supporters – all in one unified database with complete interaction history.

Unlimited Contacts

Store as many contacts as your plan allows with no per-contact fees.

Custom Fields & Tags

Create unlimited custom fields. Organize contacts with color-coded tags and smart segments.

Smart Duplicate Detection

Automatically identify and merge duplicate records during import or database-wide.

CSV Import & Export

Import from spreadsheets with intelligent field mapping. Export anytime.

Complete Activity Timeline

See every donation, event, email, and form submission in one chronological view.

DONATION & FUNDRAISING TRACKING

Track Every Gift, Understand Every Donor

Comprehensive donation management with powerful analytics to help you understand giving patterns and grow your fundraising.

Complete Giving History

Record every gift with date, amount, campaign, fund, and payment method.

Donor Analytics

LYBUNT/SYBUNT reports, retention analysis, and year-over-year comparisons.

Pledges & Soft Credits

Track pledges with payment schedules. Attribute donations to related contacts.

Grant Tracking

Manage grant applications, deadlines, reporting requirements, and disbursements.

Donor Statements

Generate and email annual giving statements with customizable templates.

MEMBERSHIP MANAGEMENT

Membership Tiers That Work for You

Create membership levels, track renewals, and automate member communications. Perfect for associations, clubs, and membership-based nonprofits.

Unlimited Membership Levels

Create tiers with custom colors, pricing, and benefits descriptions.

Membership Tracking

Track start dates, renewal dates, status (active/lapsed/expired), and history.

Auto-Assignment

Automatic membership assignment based on donation amounts or form submissions.

Renewal Reminders

Automated renewal reminder emails with customizable timing and messaging.

EVENTS MANAGEMENT

From Registration to Check-In

Manage galas, fundraisers, workshops, rallies, phone banks, and more. Online registration, ticketing, and check-in – all connected to your CRM.

Multiple Event Types

RSVP events, meetings, fundraisers, rallies, canvassing, phone banks, and custom types.

Registration & Ticketing

Online registration with capacity limits, waitlists, multiple ticket types, and promo codes.

Mobile Check-In

Mobile-friendly check-in interface with QR code support and real-time tracking.

Virtual Events

Support for virtual event links (Zoom, etc.) with automatic reminders.

VOLUNTEER MANAGEMENT

Coordinate Your Volunteer Army

Recruit, schedule, and recognize your volunteers. Track hours, manage shifts, and understand who your most engaged supporters are.

Volunteer Profiles

Track volunteer status, skills, availability, and interests with custom fields.

Hour Tracking

Log volunteer hours by activity type with approval workflows and reporting.

Opportunity Management

Create and publish volunteer opportunities with shift scheduling and sign-up management.

Volunteer Reports

Generate reports on volunteer activity, hours contributed, and engagement metrics.

FORMS & SURVEYS

Collect Data, Update Profiles

Build custom forms and surveys that automatically update contact records. Perfect for signups, feedback, and data collection.

Drag-and-Drop Builder

20+ field types including text, dropdowns, checkboxes, file uploads, ratings, and matrix grids.

Conditional Logic

Show/hide fields and pages based on previous responses with AND/OR conditions.

Contact Mapping

Map form fields to contact records for automatic profile updates.

Survey Features

NPS scoring, star ratings, Likert scales, and results visualization.

TASKS & WORKFLOWS

Keep Your Team on Track

Create, assign, and track tasks with due dates, priorities, and status workflows. Multiple views help your team stay organized.

Task Management

Create and assign tasks with due dates, priorities, and custom status workflows.

Multiple Views

List, card, and Kanban board views with drag-and-drop status changes.

Recurring Tasks

Schedule recurring tasks with daily, weekly, monthly, or custom intervals.

Time Tracking

Log time against tasks with timer functionality and reporting.

REPORTS & ANALYTICS

Insights That Drive Results

Customizable dashboards, pre-built reports, and a powerful report builder to help you understand your data and make better decisions.

Customizable Dashboard

Drag-and-drop widgets for donation charts, contact growth, and activity feed.

Year-over-Year Reporting

Compare donations, contacts, and engagement metrics across years.

Scheduled Reports

Configure automated reports delivered via email on daily, weekly, or monthly schedules.

Custom Report Builder

Build custom reports with field selection, filters, grouping, and export options.

EXTEND YOUR CRM

Add-On Modules for Every Need

Extend your CRM with powerful add-ons for online fundraising, email marketing, SMS, social media, websites, and advocacy campaigns.

Ready to Get Started?

All these features are included in every plan – even our free tier. Start building your supporter database today.