Built for impact.
Designed for you.

Optakit makes it easy to sync your data, automate reporting, and turn insights into impact.

No code. Just your data, exactly how you want it.

What is Optakit?

Optakit is a true no-code analytics platform built for digital fundraisers, campaigns, nonprofits, consultants, or anyone still using CSVs to pull reports. It lets teams sync their raw data, build dashboards, and track real-time KPIs without technical literacy or a data science team.

Whether you’re a solo fundraiser tracking call time ROI or a national firm managing complex email data across dozens of clients, Optakit connects to the tools you already use (such as BigQuery, Google Sheets, donation processors, CRMs, and more) and makes your data accessible, visible, and actionable. Pull audience segments, build real-time dashboards, compare performance from vendor lists, and automate your reporting for as many users and programs as you want.

And because no two orgs are the same, we designed Optakit to adapt to you. Need a custom data source? Your own white-labeled domain? Need a fractional dev team right at your fingertips? Use our built-in tools to configure the platform to your needs, or ask our Solutions Specialists to build it for you.

Features Include:

Instant insights. Zero maintenance.

Turn your raw data into clean, real-time dashboards with no code or manual updates required. Track KPIs, segment performance, and visualize results across programs with fully customizable reporting built for teams that move fast and need insights at a glance.

Build dashboards from scratch using drag-and-drop widgets like topline stats, interactive tables, trend charts, and maps, or jumpstart with one of our prebuilt templates. Everything stays synced, updated, and ready to share with your team and your clients.

Unlimited Dashboards

Build as many custom dashboards as your team needs, from annual overviews to campaign-specific deep dives. Use templates or design your own, and share only what each user needs to see.

Drag-and-Drop Widgets

Visualize trends, goals, ROIs, and other topline stats with powerful, flexible widgets. Add context with styled text blocks and build custom tables that can be filtered, grouped, or sorted by any field.

Automatic Email List ROI Tracking

Monitor the performance of email list segments with real-time ROI tracking, cross-referenced with your donation processor. All filterable, exportable, and synced in real time.

1

Solution

100s

of Use Cases

1000s

of Hours Optimized

About Optakit

Optakit was born from a pattern we saw over and over again: fundraisers and organizers were spending way too much time stitching together manual reports from spreadsheets, CRMs, and an endless litany of data sources. Teams were stuck trying to wrangle their data, instead of actually using it.

Since 2022, we've been the behind-the-scenes data team of some of the most impactful campaigns, digital firms, and nonprofits in the country. We built over 20 custom platforms from scratch, creating dashboards and data integrations that helped our clients raise millions, win Pollie and Reed Awards, and save thousands of hours in manual work.

Each platform was a success. But behind each success, we faced the same challenge as our clients: too much time wasted on syncing sources, manually formatting tables, and managing dozens of unique tools that weren't built to scale.

That’s why we built Optakit: a flexible, no-code analytics platform that brings the best of all our tools into one place, fully customizable to how your team works (and looks). Our goal? Making connecting and visualizing your data easier than ever. No data team. No complicated BI stack. More flexible than BigQuery, more powerful than Tableau, and easier than Looker, Optakit is built for how your team actually works.

Testimonials

Trusted by teams who rely on Optakit to keep their programs moving.

“Optakit's platform has become an essential software for our digital fundraising team. It's allowed us to track and optimize client performance in real-time, and their team has been an incredible partner in creating the tools we need to succeed.”

Momentum Campaigns
Digital Firm Partner

“With Optakit, we’ve built intuitive, user-friendly, and powerful reporting tools that meet each of our client’s unique needs — taking our reporting and insights to the next level.”

Ascend Digital Strategies
Digital Firm Partner

Pricing

Choose the plan that matches your workload today and scale whenever you need more.

Solo

$50/month

Best for campaigns, PACs, and individuals.

  • Connect core sources like ActBlue, Google Sheets, BigQuery, and Switchboard.
  • Build shareable dashboards with drag-and-drop widgets (topline stats, graphs, charts, maps, and more).
  • Activate your data to combine sources, pull segments, and track real-time list ROI.
  • Add your own branding, logos, and colors.

Integrations and Add-Ons

  • Connect premium sources (CRMs, ad platforms, etc.) for an additional +$50/mo per source. Includes 1 connection per source (e.g. 1 NGP instance, 1 Meta ads account, etc.). See below for more details.
Get Started

Multiclient

$500/month

Best for firms and organizations managing 2 - 20 programs.

  • Everything in Solo for up to 20 programs.
  • Connect core sources like ActBlue, Google Sheets, BigQuery, Switchboard, Scale2Win, and Campaign Deputy.
  • Build unlimited shareable dashboards to visualize all your programs in one place.
  • Add unlimited permission groups so clients and teams only see what they need to.
  • Whitelabel and host the platform on your own custom domain.

Integrations and Add-Ons

  • Connect premium sources (CRMs, ad platforms, etc.) for an additional +$250/mo per source. Includes up to 20 connections per source (e.g. up to 20 NGP instances or ad accounts).
  • Want us to build your dashboards or a custom connection? Multiclient subs include onboarding implementation and $500/year in Specialist Credits for Platform, Data, or Development hours. See below for more details.
Get Started

Partner

$5,000/month

Best for large organizations with 20+ programs and complex data needs looking for a true data partner.

  • Everything in Multiclient for unlimited programs.
  • Unlock all current and future sources, including CRMs, ad sources, and more.
  • Gain the most direct working relationship with Optakit, giving your team a real partner in helping you achieve your organization’s data goals.

Integrations and Add-Ons

  • All supported sources are included with no per-source or per-connection fees.
  • Need a custom source connection? We’ll build it for you!
  • Want more? Partner subs include $5000/year in Specialist Credits. We’ll build private tools, custom pipelines, and anything inside or outside the platform. See below for more details.
Contact Us
Data Source Solo Multiclient Partner
1 connection per source Up to 20 connections per source As many as you want
Google Sheets ✅ ✅ ✅
BigQuery ✅ ✅ ✅
ActBlue ✅ ✅ ✅
Switchboard ✅ ✅ ✅
NGP VAN +$50/mo +$250/mo ✅
EveryAction +$50/mo +$250/mo ✅
Action Network +$50/mo +$250/mo ✅
Meta Ads +$50/mo +$250/mo ✅
Google Ads +$50/mo +$250/mo ✅
Yahoo DSP +$50/mo +$250/mo ✅
Other DSPs +$50/mo +$250/mo ✅
Custom Sources Custom Pricing Custom Pricing ✅

Additional Add-Ons

Need a custom source or extra hands? We can build additional source connections, collect webhook and email notifications, and even act as your own full-stack data team.

Custom Source Add-Ons

Type Cost Description
Other Custom Sources Custom Pricing (included for Partners) Have a source that isn't listed? If it has an API, webhook, SQL mirror, or table view, we can probably connect it. Just ask.
Generic Report Receiver Custom pricing (included for Partners) Add report data sent by email attachment.
Custom Webhook Connector $0.005/notification Add any data sent via webhook.
Email Collector $0.05/email Add data sent by email. Perfect for email lists.

Specialist Support Add-Ons

Type Cost Description
Platform Specialist $50/hour Get help with anything inside the Optakit platform: dashboard builds, permissioning setups, custom views, or platform-specific feature support. Great for onboarding fast or optimizing existing workflows.
Data Specialist $100/hour Need to turn your raw data into something usable? Our Data Specialists can help you design, structure, and connect external data environments that plug right into Optakit, and even build custom databases for your org.
Development Specialist $150/hour Get a dev team without hiring one. Our Dev Specialists can build custom tools, integrations, or full-featured apps you can use internally or sell to clients for additional revenue streams.

*Multiclient and Partner Subscriptions include $500 and $5000/year in Specialist Credits, respectively.

Get In Touch

Together, we can achieve more. Reach out to start the conversation