An engagement operating system
powered by AI labor.
Not donor management. Orchestration of relationships, stewardship, and outcomes.
The core objects your team actually uses
Everything you need to manage donor relationships, organized intuitively.
Workflows that run without babysitting
Set it up once, let it run—with human checkpoints where they matter.
Sequences
Automated multi-step outreach with approval gates.
Calendars
Schedule campaigns, events, and stewardship cycles.
Rule sets
Define triggers, conditions, and actions.
Approvals
Human review before anything ships.
Portfolios
Assign and balance gift officer workloads.
Board-ready reporting
Metrics that matter, when they matter.
Integrations (start strong, expand fast)
Bring your data. Connect your tools. We handle the complexity.
Data migration
From Raiser's Edge, DonorPerfect, Bloomerang, Neon, and more
Email + Calendar
Gmail, Outlook, and calendar sync
CSV + Spreadsheets
Import any structured data
Web forms
Capture leads and donations directly
Everything important in one screen.
A single workspace for context, drafts, next actions, and approvals—built for speed.