Turn Event Data Into Relationship Momentum

Automate your nonprofit's entire relationship lifecycle. From RSVP lists to legislator tiers to donor renewals, watch your CRM work three steps ahead while your team focuses on what matters most.

PROBLEM

Relationship Management Shouldn't Mean Spreadsheets

Nonprofits juggle multiple stakeholder types, event-driven relationships, and complex giving patterns. Without a centralized system, critical relationship data gets lost in spreadsheets, follow-ups fall through the cracks, and you miss opportunities to deepen partnerships that drive your mission forward.

SOLUTION

How It Works

Instant Event Attendance Intelligence

Import RSVP lists and automatically create attendance records, update engagement scores, and trigger tier promotions in seconds. Stop manually entering event data and start using it to strengthen relationships immediately. Your team gets instant visibility into who attended, who's a repeat participant, and who's ready for deeper engagement.

Automated Relationship Lifecycle Management

The system generates personalized follow-up tasks at the right time for each relationship stage. From legislator tier advancement to donor renewal reminders to partnership sponsorship tracking, automations handle the strategic sequencing so nothing falls through the cracks. Your team executes the relationships while the CRM manages the timing and logic.

Role-Based Dashboards That Drive Action

Executives see revenue forecasts and pipeline health. Development teams track donor giving ladders and grant cycles. Programs measure event ROI by constituency. Finance gets read-only revenue summaries. Every role gets the insights they need to make decisions and move relationships forward without data overwhelm.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.