Everything included, nothing bolted on

Tormano is one platform for CRM, billing, reporting, automation, and accounting depth, built for businesses and nonprofits. Start with the four areas that have their own page, then browse the rest.

The platform, area by area

QuickBooks integration

Two-way, real-time sync with QuickBooks Online, QuickBooks Desktop supported, and 400+ QuickBooks actions in one workspace. Revenue recognition, collections, margin, and working capital built on your own ledger.

Explore the QuickBooks integration

Report Studio and dashboards

Custom reports and dashboards. Build in front of a live preview or describe the report in plain language, then pivot, drill down, and schedule delivery as PDF, Excel, or CSV.

Explore Report Studio

Automation and AI

A visual workflow builder with branching, delays, and real-time triggers, plus AI agents for insights, email drafting, and data cleaning. Every AI change is logged and can be undone in one click.

Explore automation and AI

Nonprofit suite

Donations, pledges, and recurring giving, grants with an AI grant writing assistant, volunteers with shifts and hours, events with registration and check-in, and IRS/CRA tax receipts.

Explore the nonprofit suite

Donations and online giving

One-time gifts, pledges, and recurring giving, with donation forms that embed anywhere and a donor portal. Online gifts settle into your own Stripe account with a 2% platform fee on top of Stripe's rate (see all fees).

Explore the nonprofit suite

Contacts and companies

Lifecycle stages, saved views, tags, households and relationships, and built-in enrichment with nothing to connect. Duplicate detection with a 30-day merge undo and prebuilt import templates for the CRM you are leaving.

See how it works

Contacts and organizations

See how it works

Deals and pipeline

A drag-and-drop kanban with stage win rates, deal approvals that hold a deal until a manager signs off, three forecasting methods, margin analysis, and territory management.

See how it works

Fundraising pipeline

A giving pipeline with funds and restriction tracking, campaign attribution, lapsed-donor (LYBUNT/SYBUNT) and retention reports, a donor pyramid, and AI alerts on donors at risk of lapsing.

See how it works

Quotes and invoicing

Build a quote with line items and payment terms, convert it to an invoice, and post it to QuickBooks with payment status flowing back. Online payments carry a 0.25% platform fee on top of Stripe's rate (see all fees).

See how it works

Grants, volunteers, and events

A grant pipeline with deadlines and an AI grant writing assistant, volunteers with shifts and logged hours, events with registration and check-in, and IRS/CRA tax receipts that are numbered and kept with an audit trail.

See how it works

Email and inbox sync

Campaigns with templates and multi-step sequences, plus Gmail, Outlook, and IMAP inbox sync so every message lands on the contact record.

See how it works

Calendar and booking

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

See how it works

Forms and portals

Web forms that show only the questions that apply, donation forms, client and donor portals, surveys with NPS scoring, and a knowledge base, all spam-protected.

See how it works

Views and productivity

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

See how it works

Security and administration

Nine user roles, single sign-on, an audit trail, encryption in transit with encrypted credentials at rest, GDPR tools, white-label branding, and an API and webhooks for your own integrations.

See how it works

Ready to see Tormano in action?

Connect QuickBooks, import your records, and run your own workflows from day one.

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