CORE CRM MODULES
Everything You Need.
Included in Every Plan.
Contacts, donations, events, forms, meetings, e-signatures, volunteers, tasks, and reports — all included from day one, even on our free plan. No per-module pricing. No feature gates.
10 MODULES INCLUDED
One Platform. Every Tool You Need.
Each module is purpose-built and deeply integrated. Click any module to see its full feature list and competitor comparison.
Contacts
Unlimited contacts, custom fields, tags, smart duplicate detection, CSV import/export, and a complete activity timeline for every person in your database.
Donations
Online donations, recurring giving, pledges, grants, donor analytics, giving days, peer-to-peer, virtual terminal, and donor statements.
Events
Paid ticketing, QR check-in, recurring series, waitlists, member pricing, embeddable calendar, sponsor management, and batch import.
Forms
39 field types, conditional logic, payments, repeaters, conversational mode, survey analytics, multi-language, and AI generation.
Meetings
Calendly-style booking pages, Google Calendar and Outlook sync, auto video links, weighted round-robin, and CRM contact creation.
E-Signatures
Visual field editor, sequential and parallel signing, automation triggers, certificate of completion, and unlimited envelopes.
Volunteers
Volunteer signups, door-to-door canvassing, phone banking, fundraising call time, mobile apps with offline sync, and leaderboards.
Tasks
Task management with multiple views (list, board, calendar), recurring tasks, time tracking, assignments, priorities, and due dates.
Reports
Customizable dashboard, year-over-year reporting, scheduled reports, and a custom report builder across all modules.
Reservations
Online booking for restaurants, rentals, event spaces, and services. 5 form types, 3 confirmation modes, waitlists, payments, and journey automation.
DONATIONS
Complete Fundraising Stack
Online donations via Stripe, recurring giving, ACH/eCheck, pledges with installments, grant pipeline management, donor analytics with LYBUNT/SYBUNT tracking, giving days with leaderboards, peer-to-peer fundraising, and a self-service donor portal.
EVENTS
Full Event Lifecycle
Paid ticketing with Stripe, QR code check-in, recurring event series, waitlists with auto-promote, member pricing, embeddable public calendar, tiered sponsor management, and batch import from CSV/Excel.
FORM BUILDER
39 Field Types. Zero Limits.
Drag-and-drop builder with conditional logic, payment processing, repeater groups, conversational mode, save & resume, survey analytics with NPS and cross-tabulation, 19 languages, and AI generation.
MEETING SCHEDULING
Calendly-Style. No Extra Fee.
Public booking pages with Google Calendar and Outlook sync, auto-generated Google Meet and Teams links, weighted round-robin for teams, and CRM contact creation on every booking.
E-SIGNATURES
Send, Sign & Track Documents
Upload PDFs, DOCX, or images. Place signature fields visually. Send to up to 20 recipients. Completed PDFs auto-attach to CRM contacts. Automation triggers on completion. No per-user fees.
VOLUNTEER MANAGEMENT
Four Field Ops Tools in One
Volunteer signups, door-to-door canvassing with GPS, phone banking with dispositions, and fundraising call time with inline donor analytics. Mobile apps with offline sync.
RESERVATIONS
Online Booking, Connected
5 form types for restaurants, rentals, event spaces, services, and custom. 3 confirmation modes including capacity-limited with auto-waitlist. Payments, e-signature templates, journey automation, iCal reminders, and member-only access.
10+ CROSS-MODULE INTEGRATIONS
✓ CRM contacts — auto-create or match
✓ BillingEDGE — deposits and invoices
✓ E-Signatures — auto-send on confirm
✓ JourneyEDGE — 4 automation triggers
✓ MailEDGE — 7 merge tags
✓ SMSEDGE — confirmation texts
✓ Calendar — unified view
✓ Lead Scoring — 2 signals
✓ Reports — conversion & revenue
EXTEND YOUR CRM
Add-On Modules for Every Need
Extend your CRM with powerful add-ons for email marketing, SMS messaging, websites, invoicing, and membership directories.
MailEDGE
Drag-and-drop email builder, campaigns, automations, A/B testing, analytics, and deliverability tools.
SMSEDGE
Bulk SMS campaigns, keyword opt-in, drip sequences, AI compose, conversation inbox, and 10DLC compliance.
SiteEDGE
Drag-and-drop website builder with 40+ blocks, AI content tools, SEO dashboard, analytics, and CRM integration.
BillingEDGE
Invoicing, quoting, recurring billing, autopay, virtual terminal, statements, and AR reporting.
CommunityEDGE
Member directory, membership tiers, committees, benefits ROI tracking, volunteer management, and member portal.
AdvocacyEDGE
Petitions, letter-writing campaigns, legislative tracking, action alerts, and public advocacy pages.
SocialEDGE
Manage Facebook, Instagram, LinkedIn, and Google Business from one dashboard. AI content planning, scheduling, and analytics.
One Platform. Everything You Need.
10 core modules included on every plan. Powerful add-ons when you need more. No per-module pricing. No feature gates.