Leads
Keep track of everyone who isn’t a donor yet.
Capture people from signups, imports, and your team, keep their consent, and see when they give for the first time.
Every way people raise a hand.
Leads come in from signups, imports, the API, or your team, with just an email or a mobile number.
- Signup, import, API, and manual sources
- An email or mobile number is enough
- Marketing consent kept on every lead
Reach them before they give.
Add leads to lists, follow up with tasks, and see how many you can reach.
- Lists and subscriptions
- Tasks for follow-up
- Reachable and new-lead counts
Know when a lead becomes a donor.
When a lead gives, they are marked converted, so you can track conversions over time.
- Converted status on their first gift
- Take a payment from the lead’s record
- Conversion counts by period