We’ve made the entire system feature-focused with your needs in mind. Whether you’re an independent or full-time prospect researcher, a gift officer, or someone who is responsible for maintaining the integrity of processes and the supporting data, we hope you’ll find our platform easy to use – even with some of our most advanced features.
We’ve broken the platform down into four major functional areas below.
We’re constantly adding new features to help integrate better data, systems, and processes. Some of our current and upcoming advanced features include:
- Third-party integration API – if you’re a data provider and want to integrate your data for resale on our platform, this API will allow you to be up and running in a day.
- Custom views – need to throw a few profiles together for a last-minute meeting or in-person visit? No problem. Custom dossier views will allow you to do that with just a few clicks.
- Indexes and trends – we will constantly monitor and mine your data to find meaningful data about your individual prospects, your entire database, and the universe to help you gain a better picture of your prospecting potential.