EngageSuite360 is the CRM for nonprofit businesses, with super intelligence built in. Ask it anything about your own records, and your nonprofit agent drafts the workflows your team runs for you to review and publish. Your pipeline (New Contact → Engaged → Pledge Made → Donation Received → Acknowledged → Stewardship) and your donors & gifts are set up the day you sign in, in the words your team already uses.
This is the exact deal pipeline the Nonprofit template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Donors & Gifts, with fields and terminology tuned to nonprofit.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your donors & gifts. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Donors & Gifts, with fields for the work nonprofit teams actually do. Ready when you sign in.
Ask “Which deals in “Pledge Made” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows nonprofit: your pipeline, your donors & gifts and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “donation or giving”.
Then Assign it to the right person and set a task to route to development.
When A deal has sat in “Pledge Made” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Stewardship”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Grace knows nonprofit inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows nonprofit teams run. Ask Grace anything right here, by chat or live by voice.
Grace also answers the phone for nonprofit businesses and writes every call into this CRM — add Grace as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
The agent generates campaign plans from historical performance data, creates segmented email sequences, monitors results in real-time, and produces post-campaign analysis with actionable recommendations.
The agent segments donors by giving behavior and engagement, generates personalized email campaigns, tracks performance metrics, and recommends content based on what resonates with each segment.
The agent researches corporate alignment, generates customized sponsorship proposals, tracks deliverable fulfillment, and manages renewal timelines — the development director handles the relationship.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Nonprofit problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Nonprofit template sets up your own pipeline (New Contact → Engaged → Pledge Made → Donation Received → Acknowledged → Stewardship), your records and fields in nonprofit terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Pledge Made” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with nonprofit expertise: it knows your pipeline, your donors & gifts and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Nonprofit template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Grace and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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