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No pitch. Just a helpful conversation.
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Take Action & Focus
on What Matters Next

Stay organized, know when to engage, and give every teammate clear next steps, without bouncing between tools.
See Boards in Action (Schedule a Demo)

Projects

Tie tasks and boards to Campaigns + Appeals

Actions

Assigned work shows up on each person's board

Asks

Manage pipelines with weighted forecast

Project Management Inside Your CRM

Where teams plan real work: events, grants, appeal prep, sponsor outreach, year-end, stewardship pushes, and more.
Custom lanes for any workflow like to Do, In Progress, Issues, and Done.
Assign tasks to teammates and they automatically appear on their Action Board.
Tasks tied to campaigns + appeals so every task has context.

ActionBoard™ Start Your Day Knowing Exactly What Matters Most

Ask Otto gives clear next steps so you’re always building the right relationships.
Smart Nudges turn those insights into action, surfacing important moments (like donor anniversaries) so stewardship is consistent.
Easily assign or track tasks for yourself or your team so nothing slips through the cracks.
Project tasks and asks roll up into each teammate's ActionBoard. No chasing people, no separate task lists to juggle.

Ask Boards Track your revenue pipelines

Manage different revenue streams like your major donor asks, grants, corporate sponsorships, memberships, and more.
Track every stage of your asks with customizable lanes and weighted amounts.
View your entire team's asks or just your own.
Designed to help you stay organized, focused, and ready to reach your fundraising goals.
Schedule a Demo

Fundraising Assistant built-in with Otto

Daily 5 Suggestions: Recommendations for donors to connect with based on your data, plus reminders and alerts to ensure you are always up to date.
Reminders about key milestones like first gifts, lapsed donors, or birthdays.
Quickly send emails or complete tasks, all in one place.
A fundraising assistant giving you insights and support.
THE COMPLETE PICTURE

Tasks Tied To Outcomes

One system, not scattered tools

Assigned tasks automatically surface on each team member’s ActionBoard, while still staying connected to the bigger project or campaign.

Tie work directly to the dollars it supports

Link Tasks to a specific campaign or appeal so everyone knows why the work matters.

Activities tied directly to donor

Tie tasks directly to people, not just projects. Giving your team a shared, always-up-to-date view of the relationship.

Progress you can actually see

see how work is progressing across fundraising efforts in one place.

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