IdeaSwim’s Smart CRM is everything you need to organize, track, and nurture your prospects, constituents and sponsorship companies.
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.
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.
Choose from over 50 standard reports or create a customized report from scratch in minutes.
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