Industry Solution Packs Available

Nonprofits & member organizations

Donors, members, programs, board and events.

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Theo Marchbanks
Member · Donor · Owner S. Nakamura
Member since
2022
Last gift
Spring appeal
Thank-you emailAnnual dinnerCall notes

When did we last talk to Theo?

On Oct 9. S. Nakamura called about volunteering at the annual dinner; Theo said yes.

Source: Call notes, Oct 9
Illustrative, fictional data.

Configured for nonprofits and member organizations

  • CRM. Donors and members are records, with every gift, event and conversation attached.
  • Projects & tasks. Programs and events run as projects, with tasks that have an owner.
  • Meetings & notebooks. Board and committee meetings are captured and tied to the work they decide.
  • Roles & permissions. Staff and board each see what their role needs.
  • Assistant. Ask when someone last heard from a donor. The answer cites the record.

In every pack

  • CRM
  • Projects & tasks
  • Files
  • Chat
  • Meetings & notebooks
  • Assistant that cites its source
  • Roles & permissions

Everything that's included

Pricing
$69per seat / month

3-seat minimum, billed monthly.

  • Every module, every seat
  • Standard setup included: about 3 hours with a person in your first month, importing your data and getting your team working in it
  • Free external guests
  • Assistant usage pooled across your team
  • Export your data any time

Founding 100: your price is locked for 24 months.

Get started
30-day pilot
  • We set it up with you, around one part of your operation.
  • A person checks in every week, not a drip campaign.
  • At day 30, you decide.
Apply for a pilot