How your team works in Donor CRM

From the day you bring your donor list over to the report you hand your board.

Create your organization and invite your team

Create an account, name your organization, and invite staff by email. Each organization's data is private to the people you invite.
Bring in your donors

Import a spreadsheet of donors, then a spreadsheet of past gifts matched to donors by email or name. A donor with the same email is updated instead of added twice. Add households, tags, and any custom fields your team tracks.
Set up funds and turn on online giving

Add your funds, connect your organization's Stripe account, and pick the thank-you email online donors receive. Then share your giving page.
Plan a campaign and its appeals

Set a goal and timeline, then plan the appeals that will get you there. Each appeal shows what it raised.
Send appeals and follow up

Design the email, choose who gets it, and schedule it. As gifts come in, the home screen lists who to call, and tasks keep every follow-up assigned.
Report to your board

Retention, new donors, LYBUNT and SYBUNT lists, giving levels, and appeal results are ready when you need them, with CSV downloads.

Give each person the right access

Pick a role when you invite someone to your organization.

Everything, including organization settings, team, and custom fields.

Add and edit donors, gifts, campaigns, emails, events, and tasks.

See records and reports without making changes.