Everything included. Nothing bolted on.

QuickBooks integration

65+ modules and 400+ actions, two-way and real-time for QuickBooks Online, Web Connector for Desktop. Revenue recognition, collections, margin, working capital, Projects, and eight native QuickBooks reports.

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Reporting & dashboards

Report Studio with live preview and AI report generation, pivot and drill-down, real charts, dashboard-wide filters, and scheduled delivery as real PDF, CSV, or Excel.

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Automation & AI

A visual workflow builder with 31 node types and real-time triggers, plus autonomous AI agents for insights, email drafting, and data cleaning — every AI change logged with an undo.

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Nonprofit suite

Donations, pledges, recurring giving, grants with an AI writing assistant, volunteers with shifts and hours, events with ticketing, and IRS/CRA tax receipts.

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Contacts & companies

Full contact database with custom lifecycle stages, saved views, tags with cleanup tooling, merge and dedup with undo, households and relationships, and native enrichment that needs no third-party API key.

Deals & pipeline

Drag-and-drop Kanban with stage win rates and color modes, deal approvals that actually block, three forecasting methodologies, margin analysis, and territory management.

Fundraising pipeline

Giving pipeline with funds and restriction tracking, campaign attribution, LYBUNT/SYBUNT and retention analytics, a donor pyramid, and AI-surfaced lapsing-donor risk.

E-signature & documents

Legally-binding native e-signature: upload any PDF, drag fields into place, SMS signer verification, tamper-evident seal with public verification, plus proposals, quotes, CPQ, and contracts.

Email, SMS & calling

Campaigns with templates and sequences, Gmail/Outlook/IMAP inbox sync, Twilio SMS, and an in-browser softphone that logs every call with a disposition.

Calendar & booking

A native scheduler with public booking pages, two-way Google and Outlook calendar sync with conflict checking, write-back, and video meetings on Zoom, Meet, or Jitsi.

Forms & portals

Web forms with conditional fields, donation forms, client and donor portals, surveys with NPS scoring, and a knowledge base — all anti-bot protected.

Views & productivity

Board, calendar, and geocoded map views on your records, a Cmd+K command bar with AI search, task board, goals with auto-tracking, and gamification.

Data quality

Duplicate detection with fuzzy matching and 30-day merge undo, scheduled dedup scans, an autonomous cleaning agent, and import from 21 platforms with 37 templates.

Security & administration

5-role RBAC with field-level permissions, SSO/SAML on top tiers, audit logging, encryption in transit and at rest, GDPR tools, white-label with custom domain, API and webhooks.