The CRM your fundraising
is already in.
See what supporters did, understand what it means, and follow up while the opportunity is still warm.
CauseVox CRM gives your team donor records, households, organizations, pipelines, revenue forecasting, reporting, and stewardship workflows — all built on the data your donation forms, peer‑to‑peer pages, events, auctions, email, and SMS update in real time.
Full CRM on Free — up to 10,000 contacts. Scale with Pro.
Built where your fundraising already happens
Every CauseVox fundraising tool writes directly to the donor record. No sync. No exports. No second database to keep current.
Donation Forms
Every gift syncs to the donor record — one-time, recurring, and pledges included.
Sites & Pages
Campaign and appeal pages where every gift and visit writes directly to the CRM.
Peer-to-Peer
P2P gifts and soft credits attach to the right donor profiles automatically.
Event Ticketing
Registrations and ticket purchases link to the donor record without manual imports.
Funds & Designations
Route gifts to the right fund, program, or campaign — tracked on every donor record.
Auction Management
Bids and purchases write to the donor record and appear on their activity timeline.
Email & SMS
Build follow-up audiences from real donor and fundraiser behavior.
Reports & Dashboards
Track gifts, fundraiser progress, and team momentum in real time.
One profile. Every channel.
Always current.
Connected fundraising means every donor signal lives on one record. Donations, events, peer-to-peer, recurring updates, email, and SMS write to one profile the moment they happen — no exports, no syncs, no waiting on the next data cleanup project.
- Connected Every channel writes to one donor record.
- Real-time Signals appear the moment they happen.
- Actionable Built so your team can act, not reconcile.
More than contacts with gifts attached
Every touchpoint across your CauseVox campaigns writes back to the donor record automatically — giving your team a complete, always-current picture of each supporter.
Connected donor profiles
Giving history, fundraiser activity, event registrations, email engagement, notes, tasks, and recurring gift changes — all in one donor profile, written back automatically from every CauseVox touchpoint.
Households and organizations
Track individuals, households, employers, and foundations as connected records — not custom fields. Relationships like spouse, solicitor, and org contact drive segmentation, reporting, and household rollups. Every gift, registration, P2P sign-up, and event attendance attributes to the right record automatically.
Relationship-aware data
Answer questions that depend on relationships: company-connected donors, board-influenced gifts, fundraiser-driven supporters, households with growing LTV. The relationship is usable data, not just a label on the profile.
Custom fields across everything
Create typed fields across individuals, households, organizations, forms, events, and campaigns — then filter by them in search, segments, reports, and dashboards. Fields you set up on a donation form, P2P page, or event registration land on the right record automatically.
Live search and segments
Search across giving, engagement, tags, custom fields, and relationships. The same live segment feeds Email and SMS audiences, dashboards, and reports — no export, no nightly sync.
AI-assisted deduplication
Review suggested matches, compare records side by side, and merge duplicates. Runs across donations, event registrations, P2P sign-ups, and imports from other CRMs — before they turn into reporting holes or missed donor context.
Verified addresses
USPS verification standardizes every address submitted through donation forms, event registrations, and imports — so mailings reach donors and your appeal data stays clean.
Soft credits and influence
Track who gave, who asked, and who influenced. Soft credits attach automatically on every P2P fundraiser page; solicitor and influencer relationships stay on the record.
Activity timeline
Gifts, registrations, emails, SMS replies, notes, tasks, and bids in one chronological timeline per contact.
Batch imports and exports
Import contacts, gifts, pledges, households, registrations, and more — with field mapping, dedupe checks, and row-level error review. Export anytime; your data is never locked in.
Permissions and audit log
Row-level access by team, campaign, or role — see exactly who can view, edit, or export each record. Every change writes to a full audit log: who touched what, when. The data-governance story most fundraising CRMs don’t have at all.
Events and auctions
Registrations, ticket purchases, table assignments, auction bids, and attendance auto-attach to the donor profile. Every event touchpoint alongside giving history — no manual entry.
Email and SMS engagement
Email opens, clicks, and SMS replies appear on the donor timeline alongside gifts. Engagement history and giving history in one place — no toggling between tools.
Notes and tasks
Log calls, meetings, and observations on the donor record. Assign tasks with due dates to team members and track follow-up without switching screens.
Recurring giving
Recurring gift history — amount, frequency, upgrades, pauses, and cancellations — lives on the record. Segment sustainers, spot upgrade candidates, and catch cancellation signals.
Built for fundraising. Not synced to it.
Other nonprofit CRMs sit at the end of a stack of integrations — donation forms, P2P, events, and email all syncing to the CRM, each one a separate vendor and a separate point of failure. CauseVox replaces the stack: every fundraising tool lives in the CRM, not synced to it.
| Comparison topic | Other nonprofit CRMs | CauseVox CRM Built for fundraising |
|---|---|---|
| The integration tax | A tangle of brittle integrations between every fundraising tool and your CRM. Each one is another vendor, another fix-it ticket the week of your big appeal. | None needed. Forms, P2P, events, and recurring profiles aren’t synced to the CRM — they live directly in it. |
| Wasted staff time | Hours every week on exports, dedupes, and pulling reports that don’t match across tools. Real fundraising work your team can’t make time for. | Zero plumbing. Every gift, registration, and newsletter writes itself to the donor record. Hours go back into nurturing donors. |
| Donor signal lag | Stewardship goes cold, upgrade-ready donors lose interest, and major-gift signals stay buried until the next big project. | Live, not lagging. A gift at 9:47 is in the major-gift segment by 9:48. Same-day stewardship. Real-time upgrade catches. |
Ask Cody. Get the answer. See the query.
Cody is an AI assistant in CauseVox. Ask a question in plain language, get a reliable answer, and see the real query behind it. Because Cody runs on the connected donor record, one question can reach across all your data without a data analyst.
Cody — AI reporting
Templated reports
Out‑of‑the‑box reports for LYBUNT, SYBUNT, retention, gift recency, and year‑over‑year. Run, schedule, or share in one click.
SQL access for power users
The full schema is queryable. Not a black box — a real database with real query access. Export to CSV or pipe to your BI tool.
Dashboards and executive widgets
Pin the metrics leadership looks at into a live dashboard. Mix Cody‑built panels with templated charts. No separate BI tool.
Visual query builder
Build custom reports without SQL. Drag in fields, add filters, group by donor segments, campaigns, funds, relationships, activity, or engagement, and create the view your team needs.
Turn donor signals into next steps
Not just a record of what happened — a working system for what comes next.
Every gift, registration, upgrade, or reply can become a pipeline move, task, or stewardship touch from the same donor record your team already reviews.
Pipelines and stages
Move donors through cultivation, solicitation, and stewardship from a visual pipeline. New activity from donation forms, P2P pages, and event registrations updates cards automatically — no manual sync.
Tasks and reminders
Turn gifts, registrations, peer-to-peer activity, and recurring changes into follow-up tasks — right where the donor context lives.
SMS messaging
Reach donors with timely texts — event reminders, recurring upgrade asks, urgent appeals. Replies land inline on the donor record so your team can follow up fast.
Personalized email outreach
Send personalized emails to live donor segments straight from the CRM. Opens, clicks, and replies write back to the donor record automatically.
Portfolios and assignments
Assign donors, households, and opportunities to the right relationship owner. See who owns what, which donors need attention, and where follow-up is falling behind.
Major gift opportunities
Track ask amounts, confidence, close dates, and assigned solicitors on every open opportunity — inside the same pipeline your stewardship team already works from.
Stewardship templates
Triggered the moment a donation form, P2P page, or event registration creates the activity. Sent via CauseVox email or SMS; the open or reply writes back to the donor record.
Activity inbox
See what your team should act on today: new gifts, lapsed donors, upgrades, recurring changes, and engagement signals — a working list of what needs attention, not a search.
See what is committed, projected,
credited, and at risk
Major gift work depends on knowing what was asked, what is expected, who influenced the gift, how revenue should be credited, and where each opportunity stands.
CauseVox keeps that revenue picture connected to the donor record, household, solicitor, fund, campaign, and next step.
Expected revenue
Forecast open opportunities by ask amount, close date, confidence, and next step.
Revenue splits
Attribute gifts and opportunities across funds, campaigns, designations, or internal reporting categories.
Solicitor credits
Credit the staff, board members, volunteers, or fundraisers who helped move the gift forward.
Household rollups
Roll up joint giving, soft credits, donor activity, and lifetime value across a household.
Empower supporters with a self-service experience
Streamline access and reduce admin work by giving donors and supporters a self-managed portal — they keep their own information current, manage their own giving, and re-engage on their own time.
Launch fundraising pages
Supporters create personal or team peer-to-peer fundraising pages right from their portal — no admin handoff required.
Register for events
Purchase tickets or register attendees through the portal. Registrations attach to the donor profile automatically.
Self-service profiles
Donors keep their own name, contact info, household links, and communication preferences current — so your team isn’t fielding update requests.
Update payment methods
Add or swap cards and bank accounts in a few clicks. Expired-card recovery happens without staff outreach.
Modify recurring & pledges
Donors adjust amount, frequency, pause, or upgrade recurring gifts on their own — and complete pledge payments without staff handling each one.
View donation history
Access a complete record of contributions, event registrations, and receipts — for personal reference or tax-time pull.
Trusted by thousands of nonprofits
CauseVox makes AI genuinely useful. It helps us understand our data, build consistent reports faster, and actually makes reporting feel fun.
Connected fundraising growth
Connectedness is the unfair advantage that drives fundraising growth. Faster stewardship, sharper segments, and stronger major-gift relationships — because the donor record updates the moment a gift, registration, or reply lands, not after a nightly sync.
Higher repeat giving from same-day thank-yous
Thank donors while gratitude is still warm — and turn first-time givers into repeat donors. Because the donor record updates the second a gift, registration, or reply lands, your team can follow up the same hour, not after a nightly sync.
Catch upgrade-ready donors before the window closes
Find the supporters ready to give more — while they still are. Live segments read the donor record in real time, so the donor who just hit their third recurring gift is in your major-gift cultivation list by lunchtime, not next quarter.
Protect the major-gift relationships that take years to build
Don’t lose the story of how a major donor came in. Soft credits on every P2P gift, designations carried through from the donation form, and event registrations all tie to the profile — so the full attribution stays attached when the next ask comes.
Act on the donors that need attention this week
Get to the right donors while the list is still actionable — not last quarter’s snapshot. LYBUNT, SYBUNT, retention, channel mix, and cohort reports run live against the connected donor record, so the team acts when it matters, not after three exports.
Bring your donor history with you.
Migration is a trust project, not just a technical one. Your donor relationships, giving history, and stewardship context need to arrive intact. We've built three paths to make that happen — whether you want to move yourself or have our team handle it.
Self-service import
Use our guided import wizard to bring in contacts, giving history, households, and organizations via CSV. Most teams are done in an afternoon. No specialist needed.
- CSV import with field mapping
- Duplicate detection & merge suggestions
- Available on all plans
Guided migration
Our team supports you to map, clean, and import your data from any system that can export. We guide you through the messy parts so your team stays focused.
- Dedicated migration specialist
- Data mapping, validation, and review
- Available as an add-on
- Usually takes 1 month
Full-service migration
For large datasets, complex relationship structures, or teams short on engineering capacity — our data engineers handle the entire migration end-to-end. Your data arrives clean, complete, and ready to use.
- Complete data audit and field mapping
- Dedicated data engineer
- Available as an add-on
- Usually takes 1 month
Wherever your data lives today — CRM, spreadsheets, event systems, fundraising platforms — it all comes into CauseVox.
These are the record types you get in CauseVox. Every one is queryable, importable, exportable, and connected to the contacts and relationships involved.
- Contacts
- Households
- Organizations
- Portal Users
- Donations
- Pledges
- Installments
- Installment Invoices
- Recurring Profiles
- Opportunities Soon
- Revenue
- Rev. Credits
- Rev. Solicitors
- Rev. Splits
- Expected Revenue
- Exp. Rev. Credits
- Exp. Rev. Solicitors
- Exp. Rev. Splits
- Personal Pages
- Team Pages
- Organization Pages
- Registrations
- Ticket Orders
- Tickets
- Attendees Soon
- Bidders
- Bids
- Payments
- Tags
- Custom Fields
- Campaigns
- Funds
Start with a real CRM.
Scale when your team is ready.
Free
Start with real donor records, giving history, fundraising pages, forms, imports, exports, and basic segmentation without paying a CRM license fee.
Get started freeFull CRM on Free — up to 10,000 contacts.
Pro
Everything in Free, plus advanced workflows, built-in communications, stronger support, and more control behind the scenes.
Schedule a demoPut your CRM where your fundraising already happens.
Start free with real donor records, giving history, and fundraising tools — no credit card, no CRM license fee. Add pipelines, major gift tracking, Cody, and communications when you're ready to grow.
