Track and manage every donor journey

Guide donors from first interaction to long-term support with clear pipeline visibility and intelligent stage tracking.

Visual Pipeline Stages

See every donor's position in your pipeline with drag-and-drop simplicity.

Opportunity Tracking

Never miss a major gift opportunity with clear pipeline visibility.

Action Management

Track next steps and assign tasks to keep donors moving forward.

Conversion Insights

Monitor pipeline performance and improve engagement at every stage.

Pipeline Visibility at a glance

Visualize your entire donor pipeline on a single board. See where every prospect stands and what actions are needed to move them forward.

View donors across stages

Clear visual representation of every prospect and their current position

Track progress easily

Monitor movement through your pipeline in real-time

Identify opportunities

Spot high-potential prospects and prioritize your outreach

Flexible Stage Management

Customize your pipeline to match your donor journey. Create, rename, and organize stages that fit your fundraising process perfectly.

Move donors between stages

Customize stage names

Set stage priorities

Track stage duration

Never miss a follow-up

Keep your pipeline moving with integrated task management, reminders, and activity tracking.

Task assignment

Assign follow-ups to team members

Scheduled reminders

Never miss a critical touchpoint

Pipeline alerts

Get notified of stage changes

Activity tracking

Log every interaction automatically

Upcoming Actions

Follow up with Sarah Johnson

Pipeline: Qualified → Committed

Due today

Schedule meeting with Tech Corp

Pipeline: Engaged → Qualified

Tomorrow

Schedule meeting with Tech Corp

Pipeline: Qualified → Committed

Next week

Data-driven pipeline insights

Understand your pipeline performance with real-time analytics. Track conversion rates, identify bottlenecks, and optimize your donor journey.

Monitor pipeline performance

Track key metrics like conversion rates, stage duration, and prospect velocity

Track conversion across stages

See exactly where prospects drop off and where they convert best

Improve engagement

Use insights to optimize your outreach and increase conversion rates

How Donor Pipelines Work

Simple, visual pipeline management that keeps your fundraising organized and effective.

01

Add prospects to pipeline

From campaigns and outreach

02

Track progress through stages

Visual board view

03

Manage tasks and follow-ups

Stay organized and on time

04

Convert to long-term donors

Measure and optimize

Turn more prospects into long-term donors

Start managing your donor pipeline with clarity and confidence. See exactly where each prospect stands and what it takes to move them forward.