For fundraisers
Giving is not a sales pipeline with the labels changed, and this is not built as one.
What you get
Donor pyramid, LYBUNT and SYBUNT
The giving views fundraising actually runs on, not a sales funnel with the labels changed.
The whole household, not just one contact
Group people the way your book actually works - a family, a business, a giving unit - and every deal, task and document follows the member when they move.
Ask for the list in plain language
Describe the group you want and get a segment you can save and reuse.
Sequences across more than email
Multi-step, multi-channel campaigns with the steps you choose.
Moments worth acting on
Detected from what changed, so the prompt arrives while it still matters.
A brief before the meeting
Recent activity, open items and context assembled for the record you are about to see.