Your donors deserve more than a spreadsheet

FRM turns scattered notes, pledges, and follow-ups into the next best fundraising move.

See how it works
Daily 5 priority moves Navi AI assistant Live donor records
Ask NAVI
Name Total Donated Why They Match Progress

    Integrates with

    Stripe
    Sola Payments
    Double Giving
    + more

    Meet Navi, Your AI Assistant

    Navi smooths donor relationships—from tracking conversations to surfacing insights—so you can focus on building lasting connections.

    New chat
    History

    Good evening, Jeremy

    No new donations came in today.
    This week you've received $416 across 7 donations in total.
    You have 25 open tasks on your plate.
    1 email draft is waiting for your approval.

    Ask Navi anything…
    $ Donation ✓ Task + Donor

    Explore each step

    AI that works for you

    AI where you need it

    AI is here to help, by seamlessly integrating it into the small annoying tasks we allow you to focus and get back to work!

    Smart Contact Upload

    Bring your donors in — no template needed

    Drop in any spreadsheet and the AI reads your columns, matches them to the right fields, and flags anything unusual. Your messy export becomes a clean donor list in seconds.

    • Auto-maps any CSV — wide or long format
    • Confidence-scored matches you can adjust
    • Turns extra columns into custom fields or notes
    donors_export.csv AI matching columns…
    • Full Name Donor Name
    • Email Addr Email
    • Gift $ Donation Amount
    • Date Donation Date
    • Board notes Custom field?

    AI matched your columns — review & import.

    Navi Flows

    Set the follow-up once. It runs forever.

    Chain AI outreach and personal tasks off a new donation, a date, or a donor segment. Navi Flows handles the stewardship so no donor slips through the cracks.

    • Triggers on donations, calendar dates, cadences, or segments
    • Mixes AI-written emails with tasks for your team
    • Templates to help you get started or customize from scratch
    Trigger When a donation ≥ $1,000 · first gift
    AI thank-you email Personalized from their gift history
    Day 0
    Task: personal call Assigned to you
    +2d
    AI impact update Shows their gift at work
    +90d
    AI Email Writer

    Personal donor emails, written for you

    Navi reads each donor's history, notes, and giving — then drafts a warm, personal email in your voice. You just review and send.

    • Pulls real context: past gifts, tags, your last conversation
    • Pick the tone and length — the AI writes the rest
    • Lands in Pending Emails to approve in one click
    Compose with Navi
    To: David Stern Warm Short
    Subject
    Message
    Sent & logged to David's timeline

    Everything at your fingertips

    Search, prioritize, follow up, and track progress without rebuilding your fundraising workflow every morning.

    WhatsApp integration

    Manage your entire fundraising workflow from the app your team already uses.

    Coming Soon
    Add donors on the go Log donations instantly Get your daily tasks Chat with Navi anywhere Track campaign progress No app download needed
    Thomas Smith Last gift: $500
    Warm
    Virginia Dougherty Last gift: $5,165
    Major
    Rikki Gilbert Last gift: $9,961
    VIP

    Ask Navi anything

    Search your donors in plain language — no filters needed.

    Today's Focus 5 tasks

    • Call Sarah MitchellFollow up on gala sponsorship interest.

    • Email Thomas SmithSend a personal pledge reminder.

    • Thank Virginia DoughertyLog the note from yesterday's meeting.

    • Invite Rikki GilbertShare the education program update.

    • Review Henry JohnsonConfirm next ask amount and timing.

    Your daily 5

    Every morning Navi picks your 5 most important moves.

    Golf Tournament

    Active

    $18,450 of $25,000

    End of Year Gala

    Active

    $2,115 of $120,000

    Live campaign tracker

    Every campaign and event, progress and revenue at a glance.

    Simple, Transparent Pricing

    Choose the plan that fits your fundraising needs

    Professional

    $ 36 /month
    or $395/year Save $37 with annual billing
    Free Trial: 7-day free trial available
    • Unlimited Donors, Donations, and Campaigns
    • AI-Powered Features - AI Email Writer, Navi Flows automation, Smart Import, donor search & discovery
    • Smart Management: - Smart TODOs to improve fundraising performance, Daily goals and targets
    • Integration & Communication: - Payment provider integrations, Text and WhatsApp chatbot support
    • Support: Priority support
    Start Free Trial

    Teams

    $ 49 /user/month
    or $500/user/year Save $88 with annual billing
    Free Trial: 14-day free trial available
    • Everything in Professional Plan - All unlimited features included
    • Multiple Team Members - Add unlimited team members to your organization
    • Detailed Reports - Advanced team performance and campaign analytics
    • Team Management - Manager roles and a centralized team dashboard
    • Priority Support - Dedicated account manager and priority support
    Start Free Trial

    Ready to Transform Your Fundraising?

    Tell us about your donor workflow and we will help you see where FRM can focus the next move.