Step 1
Connect
Securely link your Salesforce instance in seconds. Our AI instantly understands your donor data, giving history, and relationships.
Step 2
Ask
No more complex reports or endless clicking. Just ask: "Who should I reach out to this week?" or "Can you add a $100,000 opportunity to John Doe?"
Step 3
Insights
Receive prioritized donor lists, strategic recommendations, and context you need—pulled from Salesforce and enriched with public data.
Step 4
Act
Generate personalized outreach emails, schedule follow-ups, or dive deeper into donor profiles. Everything you need to move quickly.
Use Cases
Daily Donor Prioritization
Data Analysis and Reporting
Personalized Donor Outreach
Donor Research and Briefs
Natural Language Salesforce Queries