Your path to momentum
A simple path from migration to momentum.
Replace your legacy donor system, install your playbooks, and let agents run the cold work—with humans in control.
1
Migrate your donor management data
Import donors, gifts, relationships, touchpoints, notes, campaigns, and custom fields from Raiser's Edge, DonorPerfect, Bloomerang, Neon, spreadsheets, and more.
Field mapping + validationOptional parallel runCutover plan
2
Configure playbooks and permissions
Define your engagement rules, stewardship cadences, and approval workflows once—then let the system enforce them.
Sequences + calendarsRulesets + approvalsVoice + brand settings
3
Run Agent Spaces sessions
Watch agents collaborate in real-time to surface insights, draft outreach, and coordinate actions.
Prospect research jamsCampaign planningStewardship refresh
4
Ship outreach + track outcomes
Approve drafts, track engagement, measure outcomes, and refine your playbooks over time.
ApprovalsReportingContinuous improvement loops
White-glove support at every step
We handle field mapping, validation, and parallel testing. You focus on your mission.