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Platform Features

Everything you need to manage your nonprofit, engage your community, and measure your impact — in one platform.

CRM

Centralize all your contacts, accounts, and deals in one place with powerful pipeline management.

✓ Lead vs Contact management with lifecycle tracking
✓ CSV import and export for bulk data management
✓ Activity logging and interaction history
✓ Profile linking across modules
✓ Pipeline Kanban boards for deal management

Volunteer Management

Recruit, manage, and retain your volunteers with comprehensive tracking and scheduling tools.

✓ Volunteer profiles with availability and preferences
✓ Skills and qualifications tracking
✓ Hour logging with manager approval workflows
✓ Activity linking to events and programs
✓ Emergency contact management
✓ Education and certification tracking
✓ Custom fields and segmentation

Donor Management

Run fundraising campaigns and manage your donor relationships with integrated payment tools.

✓ One-time and recurring donation tracking
✓ Campaign management with progress bars and goals
✓ Donor profiles with giving history
✓ Stripe-ready payment links
✓ Receipt and acknowledgment management
✓ Donor analytics and reporting
✓ Automated donor acknowledgment letters

Grant Management

Track every grant from discovery through award with a visual pipeline and deliverable tracking.

✓ Kanban pipeline: Research → Applied → Pending → Awarded/Rejected
✓ Deliverable tracking with status updates
✓ Deadline calendar and alert notifications
✓ Document management for applications and reports
✓ Team assignment and collaboration
✓ Grant amount and disbursement tracking
✓ Funder relationship history tracking

Events

Create and manage events with registration, capacity management, and calendar integration.

✓ Event creation with images and descriptions
✓ Registration and capacity management
✓ Virtual and in-person event support
✓ Calendar integration and views
✓ Attendee management and check-in
✓ Event categories and filtering
✓ Recurring event series support

Case & Program Management

Configure programs, manage referrals, and track cases through customizable workflows.

✓ Program creation and configuration
✓ Referral intake forms with custom fields
✓ Status workflows with automated transitions
✓ Case manager assignment and workload tracking
✓ Multi-program dashboards and reporting
✓ Custom fields for program-specific data
✓ Client goal tracking across programs

Impact Tracking & Reports

Measure and communicate your impact with real-time dashboards and exportable reports.

✓ Report categories: Engagement, Members, Content, Programs, Gamification, Platform
✓ Real-time dashboards with key metrics
✓ Custom date ranges and filters
✓ Exportable data in multiple formats
✓ Visual charts and trend analysis
✓ Automated report scheduling
✓ Comparative period-over-period analysis

Surveys

Build custom surveys with a variety of question types and collect multilingual community feedback.

✓ Multiple question types: text, radio, checkbox, rating, date
✓ Drag-and-drop survey builder
✓ Response tracking and analytics
✓ Deadline management and auto-close
✓ Multilingual support for diverse communities
✓ Survey templates for quick setup
✓ Conditional logic and branching questions

Gamification & Engagement

Motivate your community with goals, challenges, badges, and competitive leaderboards.

✓ Goals that link to multiple activities
✓ Time-bound challenges with progress tracking
✓ One-time and trigger-based badge awards
✓ Points system with configurable values
✓ Leaderboards with category filters
✓ Category-based organization of activities
✓ Activity streaks and milestone rewards

Community Features

Give your community a branded space to connect, discover, and take action together.

✓ Social feed with posts, likes, and comments
✓ Groups for team collaboration and discussion
✓ Places with maps for community resources
✓ Actions for trackable community activities
✓ Widgets: carousel, donation progress, volunteer spotlight, impact metrics
✓ Custom screens and category browsing
✓ Public event and program directories

Communications

Reach your community through targeted email and push notification campaigns with built-in automation.

✓ Email campaign builder with templates
✓ Push notification support for mobile users
✓ Audience segmentation and targeting
✓ Email automation workflows (Advanced plan+)
✓ Drip content campaigns (Pro plan+)
✓ Open and click tracking analytics
✓ Plan-based email limits: 1,000 to unlimited/mo
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Multilingual Content

Serve diverse communities by translating all content across every module in the platform.

✓ Content translation management across all modules
✓ Support for multiple languages simultaneously
✓ Translation status tracking and workflows
✓ Automated language detection for users
✓ RTL language support
✓ Localized date, time, and number formats