Project Management

Organize and track all your fundraising projects in one place. Set goals, deadlines, and milestones. Monitor progress with visual dashboards and keep your team aligned on objectives.

Partner CRM

Build and maintain strong relationships with sponsors, donors, and partners. Track communication history, manage contact information, and never miss a follow-up opportunity.

Task Tracking

Break down complex fundraising campaigns into manageable tasks. Assign responsibilities, set deadlines, and track completion. Keep everyone accountable and projects on schedule.

Budgeting

Plan and track your fundraising budgets with precision. Monitor expenses, revenue goals, and financial performance. Make data-driven decisions to maximize your fundraising impact.

Activity Logging

Track every interaction, decision, and milestone across your organization. Maintain detailed audit trails, monitor team activity, and ensure transparency in all fundraising activities.

Sales Funnel

Visualize and manage your fundraising pipeline from initial contact to closed deals. Track prospects through stages, identify bottlenecks, and optimize your conversion process.

Event Calendar

Plan and coordinate fundraising events with integrated calendar management. Schedule meetings, track deadlines, and ensure nothing falls through the cracks in your busy fundraising schedule.

Link Management

Create, organize, and track custom links for your fundraising campaigns. Monitor click analytics, manage redirects, and optimize your digital fundraising presence.

Proposals

Create professional sponsorship proposals and partnership documents. Use templates, track versions, and manage the entire proposal lifecycle from draft to approval.

Email Templates

Streamline your communication with customizable email templates. Personalize outreach, maintain consistent messaging, and save time on repetitive communications.

Analytics & Reporting

Gain insights into your fundraising performance with comprehensive analytics. Track key metrics, generate reports, and make informed decisions to improve your fundraising results.

Team Collaboration

Enable seamless collaboration across your fundraising team. Share information, coordinate efforts, and ensure everyone has the context they need to succeed.

Member Management

Track membership levels, renewals, and member status with ease. Manage membership tiers, track join dates, handle renewals, and maintain detailed member records all in one place.

Invoices

Create and manage professional invoices for sponsors and partners. Track payment status, send reminders, and generate invoice reports. Link invoices to proposals and sponsorships seamlessly.

Bills & Expenses

Track bills from vendors and manage expenses efficiently. Monitor payment due dates, track payment status, and maintain a complete record of all organizational expenses.

Contact Management

Manage all your contacts independently or linked to partners. Store detailed contact information, track interactions, organize with tags, and maintain a comprehensive contact database.

User & Permission Management

Control access with granular permission levels. Manage team members, assign roles, and ensure each user has the appropriate access level for their responsibilities.

Payment Tracking

Track all payments received and made. Link payments to invoices and bills, monitor payment history, and maintain complete financial records for reporting and reconciliation.

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