The platform

Every feature mapped to one loop: connect, score, segment, engage, learn.

DonorFlow isn't a pile of disconnected tools. Each module exists to feed the next so retention compounds week over week — and every feature below corresponds to something live in the workspace today.

01 — Connect

Pull every donor signal into one workspace.

CRM & website sync

Bi-directional sync with Zoho CRM, Shopify, WooCommerce, and WordPress. Donors, gifts, and order history flow in automatically.

Email providers

Native Resend and Mailgun support. Add your sending domain, set from-name and from-email, send a test in one click.

SMS & WhatsApp

Connect Twilio for SMS and WhatsApp sending. Use the same audience and AI drafting as email.

Manual & CSV import

Add donors one at a time or bulk-import CSVs. Built for teams migrating off spreadsheets.

02 — Score

Know who's at risk before they lapse.

Live dashboard

Donation trend, at-risk donors ranked by churn score, and the AI Insights feed — the home base for the loop.

Weekly churn risk

Every donor gets a 0–100 churn-risk score refreshed weekly, plus the signals that drove it.

LTV & engagement

Per-donor lifetime value and engagement score so you can prioritize stewardship by impact, not gut.

Donor 360

Every gift, segment membership, conversation, and engagement metric on one profile. Edit and log gifts inline.

03 — Segment

Build the right audience in seconds.

Rule-based segments

Filter by lifetime value, gift count, engagement, churn risk, or days since last gift — combine as many rules as you need.

Segment Copilot (AI)

Describe who you want to reach in plain English. Copilot translates the brief into structured segment rules instantly.

04 — Engage

AI-drafted campaigns your team approves and sends.

AI Campaign Recipes

Pre-built playbooks for re-engagement, gala invitations, monthly upgrades, and lapsed-major-donor recovery.

Brief-to-email drafting

Write a one-paragraph brief — DonorFlow generates subject, body, and HTML in your brand voice for review.

Brand-aware preview

Visual, plain-text, and HTML source previews. Apply brand color, logo, CTA text, and donation URL before sending.

Save as draft or send

Every send is human-approved. Save drafts, iterate, or schedule when the loop says it's time.

05 — Learn

Measure what worked, feed it back into the loop.

Board-grade reports

Retention cohorts, gift-size distribution, engagement spread, churn breakdown, LTV by segment, recency, and gift-count trends.

Campaign performance

Raised, open rate, and conversion per campaign. Ranked leaderboards for what to repeat and what to retire.

AI Insights

Ranked, severity-tagged insights with recommended next actions — generated from your live data each cycle.

Governance & billing

Workspace, team, and plan controls. Role-aware access so finance, fundraisers, and execs each see what they should.

See it run with your donor data.

30-minute walkthrough with our solutions team — your CRM, your segments, your retention model.