- Tasks & Notes
Stay on top of every task and interaction
Track follow-ups, manage tasks, and keep notes connected to your donors in one place. Never miss an important conversation or deadline.
Task Management
Create, assign, and track tasks with clear status indicators.
Notes & Logs
Record interactions and keep detailed notes on every donor.
Team Coordination
Share tasks and collaborate across your entire organization.
Never Miss
Get reminders and notifications for important follow-ups.
Manage tasks effortlessly
Create and assign tasks, set priorities, and track progress. Keep your team organized and on top of every donor interaction.
Create and assign tasks
Set due dates and priorities
Track progress and status
Get reminders automatically
Track notes and activity
Add notes to donor profiles, log interactions, and maintain clear records of every conversation.
47
Active Tasks
12
Completed Today
234
Team Notes
18
Due This Week
Keep your team aligned
Share tasks across teams, collaborate on donor outreach, and ensure everyone knows what needs to be done. No more missed follow-ups.
Share tasks across teams
Assign tasks to team members and track accountability
Keep everyone aligned
Real-time updates so the whole team stays informed
Improve follow-ups
Automated reminders ensure nothing falls through the cracks
How Tasks & Notes work
Stay organized and never miss a follow-up with integrated task and note management.
01
Create tasks
Add to donor profiles
02
Assign and track
Monitor progress
03
Log interactions
Add notes and updates
04
Follow up
Never miss deadlines
Never miss a follow-up
Keep your team organized, track every interaction, and stay on top of deadlines. Build stronger donor relationships with better follow-through.