Every capability, in one place.
69 capabilities across 17 areas of university advancement. The ones marked AI are where an agent does the work for you; the rest are the platform those agents stand on. Nothing here is a roadmap item.
Workbench
2 capabilitiesPriority Dashboard
Start every day with the gifts, campaigns, and follow-ups that need attention now.
Smart Filters
Slice the workspace by portfolio, team, campaign, region, or constituent type.
Constituent CRM
4 capabilities360° Constituent Profiles
One living record for alumni, donors, and organizations—giving, engagement, and relationships in one place.
AI-Powered Profile Enrichment
Automatically complete missing profile fields from trusted sources—so every record stays ready for outreach.
Relationship Graph
See households, employers, and warm introduction paths that unlock major-gift conversations.
Life Events Timeline
Capture milestones that signal the right moment to ask or steward.
Lead Capture
3 capabilitiesLead Import
Bring new prospects into the CRM in minutes—from files, events, or partner lists.
AI-Powered Lead Generation
Automatically discover and capture high-potential leads from connected sources—so your pipeline grows while your team focuses on conversations.
Lead Conversion
Promote qualified leads into full constituent records without losing source history.
Segmentation
4 capabilitiesSegment Builder
Build precise audiences with flexible conditions across gifts, activities, and profile fields.
AI-Powered Segmentation
Describe who you want to reach in plain language—get a ready-to-review audience segment.
Audience Preview
See estimated reach and sample members before you commit a campaign.
Exclusions & Suppression
Keep the wrong people out—already asked, opted out, or recently contacted.
Campaigns
4 capabilitiesCampaign Workspace
Plan, launch, and track every fundraising campaign from one command center.
AI-Powered Campaign Builder
Turn a brief into a full campaign plan—audiences, stage emails, and launch schedule.
Campaign Audience Roster
Know exactly who is in, who responded, and who still needs a touch.
Multi-channel Orchestration
Coordinate email, calls, events, and content under one campaign story.
Email Marketing
6 capabilitiesEmail Campaign Composer
Guided Audience → Content → Send flow built for advancement teams.
AI-Powered Content Studio
Draft on-brand appeals in seconds; review, edit, and approve before send.
Personalization
Merge fields that make every message feel written for one donor.
A/B Testing
Test subject lines, creative, or send timing—then favor what performs better.
Send Confidence Checks
Test, schedule, and clear a launch checklist before you go live.
Engagement Tracking
Measure opens, clicks, and response to improve the next ask.
Call Center
3 capabilitiesOutbound Call Campaigns
Dial prioritized lists with progressive pacing and live agent takeover.
Softphone in CRM
Place and manage calls without leaving the advancement workspace.
Call History & Recordings
Keep every conversation attached to the right constituent and campaign.
Events
8 capabilitiesEvent Management
Design and run alumni events from brief to close in one workspace.
AI-Powered Event Setup
Draft event basics from a short brief, then refine with your team.
Registration
Online registration with confirmation and waitlist handling.
Ticketing & Payments
Sell or issue tickets and collect payments without leaving the platform.
Check-in & Attendance
Fast check-in and accurate attendance that feeds stewardship and scoring.
Event Revenue
Track registration and ticket revenue against event goals.
Post-Event Surveys
Capture feedback while the experience is still fresh.
Post-Event Follow-through
Thank-yous and stewardship that turn attendance into the next gift.
Major Gifts
5 capabilitiesAI-Powered Prospect Discovery
Find who is ready for a major conversation—with scores and evidence you can review.
Smart Cultivation Plays
Personalized journey and outreach ideas that keep prospects warming toward the ask.
AI-Powered Cultivation Messaging
Draft tailored cultivation emails and talking points for each high-value relationship.
Ask Advisor
Guided ask ranges grounded in capacity, affinity, and giving history.
Portfolio Workbench
Focus gift officers on the relationships that deserve attention this week.
Stewardship
3 capabilitiesStewardship Workbench
A prioritized queue of thanks, milestones, and recognition tasks.
Stewardship Automation
Trigger the right touch at the right time with configurable rules.
Recognition Programs
Membership ladders and recognition that keep donors coming back.
Engagement Programs
3 capabilitiesVolunteer Programs
Recruit, match, and manage volunteer opportunities.
Mentorship Programs
Run mentor–mentee matching and program operations.
Giving Days
Stand up time-bound giving moments with focused messaging.
Content & Social
5 capabilitiesPost Management
Create, review, schedule, and publish posts across channels from one content hub.
AI-Powered Social Copy
Generate channel-ready drafts from a campaign or event brief in seconds.
AI-Powered Auto Publishing
Automatically publish approved posts on schedule across connected social channels.
Content Calendar
See what’s going live—and prevent conflicting messages on the same audience.
Media Library
Reuse approved images and assets across campaigns and posts.
Followup
5 capabilitiesUnified Inbox
Meet email, chat, and social replies in one advancement inbox.
Omnichannel Messaging
Reply across WhatsApp, Facebook, LinkedIn, and X from the same workspace.
Knowledge Base
Give your team—and AI replies—an approved source of truth for policies, FAQs, and talking points.
AI-Powered Followup Replies
Draft knowledge-backed replies so every inbound gets a fast, on-brand first response.
Conversation Timeline
Every reply writes back to the constituent record—nothing lives in a silo.
AI Suite
4 capabilitiesAlumniAi Insight
Recommendations and predictions on your existing constituent base.
AutoReach Outbound
Scale outbound execution together with AI-powered lead generation.
FollowupAi Inbox
Inbound conversations with drafted replies for staff review.
GeoGrow Content
Grow awareness with AI-assisted content and governed publishing.
Alumni Portal
5 capabilitiesSelf-Service Portal
Alumni update profiles, browse events, and stay connected.
LinkedIn Sign-In & Profile Sync
Sign in with LinkedIn and automatically bring alumni profile details into the portal.
Online Giving
Make it easy to give—and see the impact of every gift.
Membership & Career Hub
Membership cards, volunteering, and mentorship in one alumni experience.
Portal ChatBot
Answer common alumni questions instantly with a guided on-portal assistant.
Analytics
2 capabilitiesAdvancement Dashboards
Leadership-ready views of pipeline, campaigns, and engagement.
Custom Reports
Answer your own questions without waiting on IT.
Platform & Trust
3 capabilitiesMetadata Studio
Configure objects, fields, and layouts without a release cycle.
Access & Compliance
Roles, field security, consent-aware sends, and full audit trails.
Open Integrations
Connect CRM, SSO, email, and advancement systems you already use.