Everything included. Nothing bolted on.

QuickBooks integration

400+ QuickBooks actions across 60+ configuration tabs, two-way and real-time for QuickBooks Online, Web Connector for Desktop. Revenue recognition, collections, margin, working capital, Projects, and eight native QuickBooks reports.

Deep dive →

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.

Deep dive →

Automation & AI

A visual workflow builder with 30+ node types and real-time triggers, plus autonomous AI agents for insights, email drafting, and data cleaning - every AI change logged with an undo.

Deep dive →

Nonprofit suite

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

Deep dive →

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.

Quotes & invoicing

Build a quote with line items and payment terms, convert it to an invoice, and let it post to QuickBooks with the line items intact - payment status flows back automatically. Take the payment online and Tormano's platform fee is 0.25% on top of Stripe's processing rate — the all-in number is on the pricing page.

Email & inbox sync

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

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 30+ templates.

Security & administration

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