Nine workspaces — home, people, giving, events, channels, imports, automation, communications, settings — in one command center that adapts to your organization. Small teams get a simple view with guided suggestions, larger teams get full analytics. Every label uses your vocabulary.
AI-powered intelligence
The AI adapts what you see based on your organization type and size — so you spend less time navigating and more time on your mission.
Autonomous, Guided, or Professional. A volunteer-run org gets a clean summary with action cards and suggestions; a development team gets full analytics with charts and filters. The dashboard meets your team where it is.
In guided mode, the dashboard suggests what to do next: "Your year-end campaign is ready — review your appeal?" "7 new supporters — send a welcome?" Approve or dismiss with one click.
Cultural intelligence keys the dashboard to your tradition's calendar — upcoming observances, seasonal giving moments, and campaign deadlines surface ahead of time. Subscribe with one click and events sync to Google Calendar, Outlook, or Apple Calendar.
Describe the appeal; the AI drafts the headline, story, and ask in your organization's voice and vocabulary. Edit, approve, send — drafting time drops from an afternoon to minutes.
Autopilot recommendations and a daily digest keep campaigns and communications moving — but nothing auto-sends. Every AI draft waits for a human click.
A church admin sees "Stewardship" and "Members." A synagogue treasurer sees "Tzedakah" and "Congregation." A mosque treasurer sees "Giving" and "Community Members." Same dashboard, different words.
Every feature designed to save time, reduce errors, and keep your team aligned.
Platform admins, org admins, staff, and donors each see exactly what they need. Custom roles with granular permissions.
Revenue trends, channel breakdown, category split, and top supporters — live on the overview page.
Platform admins manage multiple organizations from one login. Org admins see only their own data.
Logo, colors, and theme automatically applied across the dashboard, emails, and public pages.
Every action logged — donations, profile changes, role assignments, settings updates — in a hash-chained audit log whose integrity is verified every 6 hours. Exportable for compliance.
Search, filter, sort, and paginate every list. Export to CSV. Bulk actions where it matters.
