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.
