Donor CRM
Donor CRM for Small Nonprofits with a Retention Check. Measure donor retention for free, then track every donor, gift, thank-you and lapsed donor in one simple CRM. Free to clone.
Donor CRM is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Thank You Desk. Its automations include Daily lapsed donor review, Weekday thank you reminder and Draft thank you for new gift.
by @taskade
What you can do with Donor CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Donor CRM works
- Daily lapsed donor review: when Daily at 9 AM, then Find donors with no recent gift and Mark donor as lapsed.
- Weekday thank you reminder: when Weekdays at 9 AM, then Find gifts waiting for thanks and List gifts waiting for thanks.
- Draft thank you for new gift: when a gift is added, then Draft a thank you and Add thank you draft to the gift.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Thank You Desk
- Automations: Daily lapsed donor review, Weekday thank you reminder, Draft thank you for new gift
- Workspace: 4 projects, 2 AI agents, 4 automations