- Every gift, every regular donation, every Gift Aid declaration, in one place, searchable.
- Most people who start a donation form never finish it. When someone gets as far as entering their email and then leaves, the platform emails them half an hour later with a link straight back to it — once, never again, and never if they have already come back. You write the wording. You see every one, and which ones converted.
- Appeals, newsletters and automated thank-yous to the supporters you choose, with opens, clicks and unsubscribes tracked. Only donors whose record says they agreed are ever emailed, every email carries an unsubscribe link, and unsubscribing updates their record.
- An enquiry arrives, you reply from inside the system with a saved template if you want one, and the exchange stays attached to that supporter's record. No copying an address into Outlook and losing the thread.
- Send supporters a report on the specific thing their money paid for.
- Give each person the access their role needs, and no more, with every role spelled out in plain words. New staff are emailed a link and choose their own password, and deactivating someone signs them out at once.
- A supporter asks what you hold on them, or asks to be forgotten. The request is logged with its one-month deadline and the days left. One button emails them their full record, or erases them while keeping the gifts in your accounts without a name. Donors can also do both themselves from their own account.
- A donor rings to ask for the annual report, the accounts or your safeguarding policy. Press Send a document on their record or on their enquiry and it goes to them, attached.
- Receipts, thank-yous, reminders: each one shown exactly as a donor receives it, with the subject and wording yours to change.