Transaction Processing
Email Delivery Log
Built-in automation handles the repetitive tasks so your team can focus on building relationships — not managing spreadsheets.
Sent instantly after every donation — personalized with the supporter's name, amount, and the category they chose. Templates are customizable per organization.
Individual receipts emailed automatically. Year-end statements compiled without manual effort — ready for supporters before tax season.
Background jobs detect upcoming and overdue pledges, then send gentle email nudges on a schedule you control.
When a recurring gift fails or a pledge goes past due, staff are alerted and the supporter's profile is updated automatically.
New gifts automatically update giving level, lifetime total, frequency, and last activity date — keeping supporter records current.
Define triggers and actions: when a supporter does X, the system does Y — from welcome email series to escalation alerts for staff.