Smart Relationship Management for Nonprofits

Build deeper relationships with comprehensive contact management. Track every interaction, organize households, and understand your community like never before.

Contact Management

Complete Profiles for
Every Supporter

Store and organize comprehensive contact information with rich donor profiles. Track relationships, preferences, and history in one centralized location.

  • Comprehensive contact profiles with unlimited custom fields

  • Duplicate detection and merging to keep your database clean

  • Contact import and export with flexible data mapping

contact profile
households
Household Management

Track Family Connections
and Shared Relationships

Understand family dynamics and shared giving with intelligent household grouping. Manage relationships between spouses, children, and extended family members.

  • Automatic household detection based on address and name matching

  • Household giving totals to see the complete picture

  • Flexible relationship mapping for complex family structures

Activity Timelines

See Every Interaction at a Glance

Track the complete history of every supporter relationship with detailed activity timelines. See donations, emails, events, and notes in chronological order.

  • Comprehensive activity feeds showing all interactions

  • Automatic event logging for donations, emails, and website visits

  • Manual notes and touchpoints for personal interactions

  • Search and filter activities to find specific interactions quickly

activity timeline
smart segments
Smart Tags & Segmentation

Organize & Target
with Smart Tags

Create sophisticated supporter segments with manual and automated tagging. Organize your community by interests, giving patterns, engagement levels, and custom criteria.

  • Automated tagging: tags that update based on donor behavior

  • Advanced segmentation: combine multiple criteria for precise targeting

  • Tag-based reporting: analyze performance by supporter segments

  • Bulk operations: apply actions to entire tagged groups efficiently

Custom Data Fields

Capture Everything That Matters

Store any information that's important to your organization with unlimited custom fields. Track volunteer hours, program participation, personal interests, and more.

  • Unlimited custom fields for any data type (text, numbers, dates, dropdowns)

  • Field validation rules to ensure data quality and consistency

  • Conditional field display based on contact type or other criteria

custom data fields