Contacts & organisations.
A central directory with quick tags (Donor, Major donor, Partner), instant search, and status visible at a glance. Saved filters for your recurring segments.

Your membership forms create contact records. Your dues keep statuses updated. Your campaigns reach the right people. All GDPR-compliant, no spreadsheet, no double entry.
Not just another module bolted onto your site — it's built into the same tool. Every action on your site feeds the directory, and vice versa.
A central directory with quick tags (Donor, Major donor, Partner), instant search, and status visible at a glance. Saved filters for your recurring segments.

Email, call, meeting, note: everything is logged on the contact record. Never again 'who talked to whom?'.
Up-to-date status for every member. Native HelloAsso sync. Tax receipts sent automatically.
Follow-ups, ongoing files: a real team to-do list, linked to contact records.
Send to a segment, track responses, measure engagement. Without leaving the CRM.
Consent per channel (email, SMS, phone, mail) and per purpose. Editable by the contact themselves.
Identity, status, affiliated organisations, role in each, interaction history, consent per channel. Add an affiliation, an interaction, a note — same gesture every time.
A contact can be treasurer of one org and volunteer at another. The CRM knows, and reminds you where it matters.
Email, phone, meeting, note. With summary, date, and link to the subject (file, event, campaign).
4 channels × 4 purposes. The contact can enable or disable everything. The CRM respects it, no Excel file needed.

A real sandbox, populated with fake data. Click, filter, add a record, launch a campaign — no account needed, nothing to break.
Try the live sandboxNo. Everything is done with the mouse, in an editor that prevents you from breaking the layout. The AI assistant answers questions as they come.
Yes. No card required, no automatic sales follow-ups. At the end of the trial, you choose to upgrade — or not.
Yes, from the Essential plan. We help you with the DNS setup, it takes about ten minutes.
You keep read-only access for 90 days to export your content (images + texts as an archive). No silent deletion.
The assistant only reads the page you are currently editing. It has no access to the CRM directory or to your member data.
Yes, by email. 48 business hours on Essential, 24 on Advanced. And for urgent topics, the AI assistant replies within seconds.
Tell us what you need and we will reply directly. No public email address to copy, just a simple contact form.