Next generation of business applications

Transform your advancement office into the digital age. Empower your team to successfully analyze data in real time from anywhere. Leverage the intelligent Microsoft cloud and productivity applications to collaborate, take advantage of new trends, disrupt, and innovate quickly. Anticipate and respond to donor and constituent needs in real-time. Develop long term and meaningful relationships.

The industry’s first true advancement platform


Aren’t you tired of your existing advancement systems not working seamlessly together with your new applications and having to have disparate sets of data floating around making your life miserable?

Instead why not leverage the Microsoft Office 365 and Dynamics 365 applications that work together with your current systems without a heavy learning curve of a
new product.

It doesn’t matter if it’s a desktop, laptop, tablet, mobile phone, or even Outlook, you can access your advancement or fundraising data from the places your busy work takes you. Furthermore, it can all be easily controlled by your security model!


Your tools should work together

The xRM solution lets you;

  • look up phone numbers
  • check on notes and tasks
  • add appointments
  • create reminders and new contacts
  • All from any standard device, ensuring that your data is always updated, and your constituents are always taken care of.

    By improving the user and the donor experience xRM allows you to more efficiently collect data and enable marketing automation to deliver positive impact touches that lead to better fundraising and happier donors.

    xRM is built on the Microsoft Dynamics 365 platform. That means it can be customized, configured, integrated to and extended. That means it grows and evolves with you and can consistently add value while easily fitting in your changing tech landscape.

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