Donors & CRM
Contacts, donor profiles, segments, and giving history.
21 articles
- Meet the Profile CenterOne row per person — donors, contacts, and past-years history unified into a single directory that answers "who do I call next, and for how much?"
- Importing contacts into the Profile CenterUpload a spreadsheet of names, emails, and phones — or add one person by hand — and turn any list into working donor profiles.
- How Pledgix matches people and avoids duplicatesEmail and phone are the glue — here's how imported contacts, past-years records, and live donations become one clean profile per person.
- Organizing donors with tagsColor-coded labels you define — "Board", "Miami trip", "VIP" — that you can apply one by one, in bulk, or to a whole import at once.
- Keeping notes on donorsWrite down who they are, what was said, and what to ask — notes live on the profile, show who wrote them, and are fully searchable.
- Segments — living donor lists that update themselvesSave any filter combination as a named segment. People flow in and out automatically as their data changes — no list ever goes stale.
- Recording asks and working the pipelineLog every ask and its outcome, and watch each person move through To Ask, Asked, Pledged, and Paid.
- Pledges — tracking promises until they're paidRecord what people commit to, watch due dates and progress, chase overdue promises, and mark pledges fulfilled when the money arrives.
- Reading a donor's full giving historyClick any profile to see everything in one place — giving by year, trend, this campaign's donations, calls, notes, and where each record came from.
- Adding past years' giving dataBring last year's donor list into Pledgix — the fastest route for managers, the full upload wizard for account owners, and what each unlocks.
- Winning back LYBUNT donors (gave last year, not yet this year)Your easiest money is people who already believe in you. Build the win-back list, rank it by past giving, and track recovery live.
- AI call briefings — a 30-second read before every callA short, automatically written summary of who the donor is, their giving story, and how to frame the ask — refreshed whenever their data changes.
- Building your call list — from directory to dialingUse the ranked Call Next queue, send any selection or segment to the Call Center, or print paper call sheets — biggest asks always first.
- Running the War Room on event nightA live command screen for managers — progress vs goal, money still on the table, tier-by-tier participation, and today's pulse, refreshed every 30 seconds.
- Exporting donor dataEvery way to get donor information out of Pledgix — donation spreadsheets, gap-analysis lists, printable call sheets, and merge reports.
- Donor data privacy — good practicesWhat Pledgix protects automatically, what only your team can protect, and simple habits that keep donor trust intact.
- Call Center sessions — how calling worksRun phone-a-thons from your browser — build calling lists, let callers work a shared queue, log outcomes, take pledges and donations on the call, and watch progress live.
- Kvitels — collecting names on callsLet your phone team record kvitels — Hebrew names and requests — during any call, then print the sheet or email the whole batch to the rov with one click.
- SMS replies in the Call CenterTexts people send back to your campaign number land in the Replies tab as per-person conversations — read, answer, and jump straight to the donor's profile.
- Assigning donors to teamsGive each team its own slice of the donor list — assign profiles one at a time or in bulk, let team members work their people with notes, and push a team's list straight into calling.
- The Call Copilot — in-call answers from your recordsAn AI assistant inside the call screen that answers quick questions about this donor and your campaign — grounded strictly in your campaign's records, and read-only by design.