Effortless contact relationship management
With all your data connected, you’ll understand complex relationships at a glance. People and organisations are at the beating heart of your CRM.
✔ Unlimited Contact Types
✔ Relationship Timelines
✔ Everything Connected
Explore Features
Contacts | Fundraising | Memberships | Monitoring & Evaluation
Easy access to all your contacts
Store donors, participants, volunteers, partners, funders and more in your CRM.
Group contacts using tags, and store useful information in any number of custom fields - including file and image uploads.
Connect your contacts to anything, including activity, monitoring and other people and organisations.
Rich contact timelines tell the story of your relationship
Every contact has a relationship timeline. We record important moments automatically, like when someone receives your Mailchimp campaign, or makes a donation.
You can add notes to a timeline too, great for case management and keeping track of conversations.
The timeline can be searched and filtered, so the information you need is always at your fingertips.
Share insights with funders and trustees in a snap
Connected data powers your segmentation and reporting so you can leave the days of wrangling spreadsheets behind you.
Powerful segmentation for targeted marketing
Detailed demographics in an instant
CRM curious?
Custom Fields
Customise every part of your CRM to capture the data that’s important to you.
Customisable Forms
Every data-entry form is customisable with elements, fields, rules and validation.
Emails, Captured
CC your CRM to capture important conversations from inboxes, into organisational memory.
Mailouts
Send bulk personalised emails to members, participants and segments in moments.
Data Import
Import data from spreadsheets with sophisticated controls to create tags and connections.
Bespoke Workflows
Let us embed key processes into your CRM to automate work and data-capture.
Explore Features
Contacts | Fundraising | Memberships | Monitoring & Evaluation