CRM that helps you engage smarter, better, faster.

Reach out to current and potential constituents at the right moment and engage them across every channel. Our CRM software helps organizations of all sizes constituent data the smarter way.

Smart CRM

IdeaSwim’s Smart CRM is everything you need to organize, track, and nurture your prospects, constituents and sponsorship companies.

Engagement Automation

Create personalized sequences of email chains that can be used to make thousands of scheduled engagements and follow-ups. Never miss a follow-up again and maximize constituent interaction!

AnaBot Artificial Intellegence

Optimize your CRM usage with AnaBot. AnaBot analyzes the data for every constituent for all their engagement activities and provides a powerful score that can be used to measure the strength of contact.

Send Personalized Sequences

Queue up a series of emails and deliver them on a schedule you set.

Create Email Templates

Turn repetitive emails into templates you can send in seconds.

Get Real-Time Notifications

Know the instant a constituent engages in an event or donation.

Relationship Manager

Keep track of relationships by connecting business, families and friends.

Enrich Contact Records Automatically

Automatically populate contact records with details from every donation, pledge and event purchase.

Powerful Reports

Choose from over 50 standard reports or create a customized report from scratch in minutes.


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