One record for every donor, member, and student.
Nonprofits, associations, schools, and colleges: we connect your CRM, student, learning, and finance systems, so reports come from one set of data and people can help themselves online.
What nonprofits and schools bring us, and what we do about it.
One person, one record
“Our supporters' records are spread over a CRM and a dozen other tools.”
Your CRM connected to your giving, event, volunteer, and email tools, so each person has one record.
“Every gift gets typed in twice, once for development and once for finance.”
Gifts recorded once and posted to your accounting system, with staff reviewing only the exceptions.
“Admissions, the student system, and the LMS each hold part of a student's record.”
Admissions, the student information system, the LMS, and advancement connected through each vendor's interfaces, so a student's record follows them.
Reports without the scramble
“Every grant report and board packet starts with days of exports.”
One warehouse for program and fundraising data, with dashboards your board and funders can read.
“Our state submissions get fixed by hand, and the errors show up after the deadline.”
Pipelines that check student data against the state's rules before you submit.
“We want AI to take on the paperwork without putting student or donor data at risk.”
AI agents that work within the permissions you already set, log every step, and leave decisions to your staff.
Done without a phone call
“Donors on their phones give up before the gift goes through.”
Giving pages built for phones first, fast and accessible, and connected to your CRM.
“Students, families, and members call us for things they should be able to do online.”
Portals and apps where people check status, sign up, pay, and get reminders on their own.
“Thousands of our pages and PDFs have to meet the accessibility rule.”
An audit against WCAG 2.1 AA, fixes in priority order, and PDFs turned into pages your editors can keep accessible.
The platforms you run.
A few of the systems nonprofits and schools use that we integrate with.
Tell us what your team rebuilds every reporting season.
We'll tell you how we'd automate it on the systems you run, and what it would take. We reply within one business day.