Correspondence
Log inbound and outbound letters, link each to an organization and project, attach files, track status.
A bilingual platform for inbound and outbound correspondence, donor records, projects, email campaigns, and Excel imports — with duplicate review, role-based permissions, and a complete audit trail.
Fully synthetic demo environment — no real data, no live sending.
One workflow from inbox to grant follow-up, without scattered spreadsheets.
Log inbound and outbound letters, link each to an organization and project, attach files, track status.
One profile per donor: contacts, people, history, and linked correspondence.
Projects with budgets and stages, plus email campaigns with multilingual templates and preview.
Import organizations and letters with column mapping, value cleanup, and per-row error reports.
Detect similar organizations and merge them with suggestions while keeping a full merge history.
Live metrics, dated follow-up tasks, and board-ready exportable reports.
Four steps from inbox to board-ready report.
A letter is logged or imported from Excel and linked to its organization.
Classified by type and priority, assigned to an owner with a follow-up date.
Campaigns and projects are built and tracked from a single dashboard.
Reports show what was done and what slipped, backed by an audit trail.
Fine-grained roles, an append-only audit trail, and an outbound sending gate that stays closed until explicitly confirmed.
Sign in with a demo account and start from the dashboard.