Donor Insights

Pricing

One platform, priced to your file.

Every organization gets the whole platform: all sixty-plus charts across contacts, donations, and campaigns, live CRM sync, unlimited users, and a first full analysis with a 30-minute walkthrough. We scope the rest with you in a short conversation.

Custom

Priced to the size of your donor file

  • First analysis included, with a 30-minute walkthrough
  • All sixty-plus charts across contacts, donations, and campaigns
  • Live CRM sync, no manual refreshes
  • Unlimited users on every account
  • Intelligence, the AI layer, scoped with you
Talk to us

Every engagement begins with the full first analysis and a 30-minute walkthrough.

Intelligence · the AI layer

The AI layer on the platform: ask questions of your donor file in plain language, with a quarterly strategy review drafted by the platform. We scope Intelligence with you and set it in your agreement. It is AI, so it can be wrong: treat its answers as a starting point and verify anything you act on.

Every engagement: live CRM sync, all sixty-plus charts, unlimited users, and CSV export on every chart.

  • All sixty-plus charts across contacts, donations, and campaigns
  • Live CRM sync, with no manual or scheduled refreshes
  • Unlimited users on every account
  • CSV export on every chart, plus PDF export packs
  • Intelligence, the AI layer, scoped in your agreement
  • The first analysis, with a 30-minute walkthrough

Questions, answered plainly.

How is pricing set?

By the size of your donor file. Tell us your contact count and we scope and quote the platform with you in a short conversation. There are no per-user fees, and the first analysis is included.

What is the first analysis?

One complete read of your contacts and gifts, with a 30-minute walkthrough within a week. It is included with every engagement.

What counts as a contact?

Every person on your contacts export, active or lapsed. We count what you send, and we show you the count before anything is billed.

How does Intelligence work?

Intelligence, the AI layer, sits on top of the analysis: it adds plain-language questions on your own donor file and a quarterly strategy review drafted by the platform. We scope it with you and set it in your agreement. Like any AI, it can be wrong, so treat its answers as a starting point and verify anything you act on.

What is in the quarterly strategy review?

A leadership-grade brief built from your file: a scorecard, a revenue bridge that reconciles to the dollar, and a sequenced set of moves, drafted by the platform each quarter.

Do you charge per user?

No. Every engagement includes unlimited users.

Can we cancel?

Yes. Cancellation terms are set in your agreement.

Let's size it to your file.

The first analysis is included, and we walk it through with you within a week.