AI CRM is a CRM for nonprofits that fills itself: every donor, volunteer, sponsor and partner who calls, chats, writes or fills a form becomes a contact with the whole conversation on one record. Health scores explain why they moved, sponsorship deals open on the first request, and tasks reach development without anyone typing notes after a call.
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Contacts & Leads
Everyone who left a name with an e-mail or a phone, on any channel, lands here with where they came from and their status; imports wait for review.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Show me the sponsors with buying signals in the last two weeks.”
Lisa“Here are the sponsors with signals in the last fourteen days, each with the reason under the name. Open the first one?”
You talk. Lisa sets it up. Applied only on your yes.
How Nonprofits use it
A sponsor who asked about a gala table last spring but never booked shows a falling health score, with the reason stated.
After a company's community manager asks for a sponsorship quote, a deal opens by itself with the company and the person.
Before calling a foundation officer, the development director presses Brief me and reads one page on everything said so far.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
What it does
Most nonprofit CRM software waits for someone to type donor information in. AI CRM is customer relationship management written by the front office as it works, designed to help a small team save time.
When a donor or volunteer leaves a name with an e-mail or a phone on any channel, the contact is created by itself, its channel shown on the row.
Calls, chats, mails, forms, quotes, files and tasks on one timeline, newest first, so the next person who calls a donor sees what was said and promised.
Each contact carries a score from 0 to 100 that follows donor behavior on every channel, with a tooltip saying why it moved, so a sponsor going quiet is noticed before the renewal.
A sponsorship quote or a presentation asked for opens a deal that moves as the sponsor acts. Only a person ever marks it lost.
One press and Lisa writes a one-page brief from the record: who the supporter is, what they asked, what was sent and what to say next.
Volunteers and sponsors with a verified address at the same company domain are grouped into one company record, with its people, deals and tasks together.
A development week
Donor relationships are kept by small moments; these are the ones AI CRM handles for a development team.
Sort by READY TO BUY: the sponsors who opened a quote, watched a presentation or replied in the last two weeks come first, each with the reason.
Before visiting a foundation or one of your major donors, ask Lisa for a brief and read one page: every message, what was sent and the task due next.
Ask which sponsorship deals have been silent for a week. The list returns with each contact's health and the follow-up running for them.
Tell Lisa to pause all marketing to a donor who asked for no more mail. Every scheduled step holds until you resume it.
Compared
Two common software options set beside AI CRM, for a small development team choosing the right CRM.
| What a nonprofit needs to know | A spreadsheet | A CRM your team fills in | AI CRM |
|---|---|---|---|
| Who called this week | Whatever was typed in | Whatever was logged after the call | Every caller: with the transcript and summary on the record |
| Which sponsor is cooling | Nobody can tell | A report someone builds | The health score: with the reason it moved |
| Where a sponsorship stands | A cell colored by hand | A stage moved by hand | A stage that moves: as the sponsor opens, accepts and pays |
| Before calling a donor | Search the mail and the notes | Open several tabs | Brief me: one page written from the whole story |
| A new volunteer from the website | Copied in later, if ever | Entered by a coordinator | A contact by itself: with the form and the page it came from |
| Easy to use for a busy team | Familiar, but nothing is linked | Fields to learn and fill in | Nothing to type: the record fills itself as people call, chat and write |
Where it fits
AI CRM is not a fundraising platform or a donor management system: it has no donation forms and processes no payments. It keeps the conversations, while gifts, receipts and giving history stay where they are kept today.
Pledges, gift entry, tax receipts and the donor data behind them remain in the donor management software you use. AI CRM holds the calls, chats, mails and forms around them.
A CSV of supporters from another system waits in Import review until each row is accepted, and imported contacts are never called automatically.
Name the kinds of contact your organization needs, such as donor, volunteer, sponsor, partner agency or board member, and add fields of your own.
Only managers can export supporter data, and every export is logged with its author, so a list never leaves without someone answering for it.
Features
Contacts & Leads, companies built from verified e-mail domains, kinds of contact and fields of your own, kept together on one record.
Deal stages you rename, a board by stage and a weighted forecast of open sponsorships, each amount counted by its chance of closing.
With AI Marketing, a campaign goes to the group you filter by tag, kind of contact or language, and each reply lands back on the record.
Delivered, opened, clicked and replied sit on each supporter's record beside the calls and chats, so engagement is read, not guessed.
Set-up
From the first call, chat, form or mail that gives a name and an e-mail, supporters land in Contacts & Leads with their source.
Say the kinds of contact you use and the organizations you work with; Lisa fills the settings and shows the change before applying it.
Keep the deal stages as shipped or rename them in your own words, and add text, number, date or choice fields to contacts, companies and deals.
Start the 7-day free trial with no credit card and read every supporter it captured and every deal it opened when the week ends.
Questions & answers
Software that keeps every relationship of a nonprofit on one record: who the person is, what they asked, what was promised and what happens next. AI CRM writes that record itself from every call, chat, mail and form, so staff read it instead of typing it.
It collects supporters as contacts, groups them under organizations, follows open opportunities such as sponsorships through stages and reminds staff of tasks. In AI CRM the front office feeds it: contacts arrive from every channel, the timeline records each event and deals move as the supporter acts.
Not in the sense of gift entry and receipting. Gifts, pledges and tax receipts stay in your donor management software. AI CRM manages the conversations around them: every call, chat, mail and form, the health of each relationship and the next task for your team.
Ease of use first: a record nobody has to feed, contacts from every channel, a clear reason when a relationship cools, tasks that reach the right person and exports that are logged. Then a price that does not grow with every volunteer login: a price per organization rather than per user.
AI CRM is priced per company, never per seat, so every staff member and board member who needs the record can use it. The plans are listed on the pricing page, and you can try it for 7 days on your own supporters.
AI CRM is not a free CRM, but you can run it free for 7 days on your own supporters with no credit card. After that it is priced per organization, so adding volunteers never adds a seat to pay for.
It is built for any organization and shaped into a CRM for nonprofit organizations in minutes: name your kinds of contact, such as donor, volunteer and sponsor, rename the deal stages and add your own fields. Where many nonprofit CRMs start from gift entry, AI CRM is filled by the front office as people call, chat and write.
By making sure the next touch happens. Health scores flag a supporter going quiet with the reason, tasks remind the director of thank-you calls, Brief me prepares each call, and every reply lands on the record, so donor engagement never depends on one person's memory.
Sponsorships, gala tables and other requests priced from your list open deals that move through stages with a weighted forecast. A major-gift conversation sits on the timeline and in the tasks; the gift itself is recorded in your donor database.
AI CRM is not a grant management system. The foundation becomes a company record with its officers, every message and meeting on its timeline and the report dates as tasks, while the award letters and reports themselves live in AI File Cabinet.
Yes. It is a CRM platform designed to run in the browser with nothing to install, and every module of the Front Office writes onto the same records, so the phone, the chat and the inbox never need a sync.
No. Exports of supporter data are for managers only, and each one is logged with its author. Gift and card details are not on the front-office record at all; they stay in your donor database.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Nonprofits ›
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