Track donors, manage grant pipelines, run email campaigns, and automate acknowledgments from one CRM with everything included.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Donor information scattered across spreadsheets, email, and legacy databases that no one maintains
Grant deadlines tracked informally, leading to missed applications and lost funding
Acknowledgment letters sent manually, often weeks after the gift, damaging donor relationships
No visibility into donor retention, lapsed donors, or giving trends over time
Salesforce Nonprofit Cloud requires an admin and costs more than the organization can justify
Real workflows for Nonprofits, built into Laureo.
Track every donor with giving history, communication log, and engagement level. Segment by gift size, frequency, and campaign.
Move grant applications through stages: research, LOI, full application, review, awarded/declined. Track expected funding.
Send appeal emails, event invitations, and impact reports to segmented donor lists with open and click tracking.
Workflows send thank-you emails immediately when a gift is recorded. Annual giving statements are generated automatically.
Maintain volunteer profiles with availability, skills, and event participation history using tags and custom fields.
See total raised per campaign, cost per dollar raised, donor retention rate, and giving trends over time.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Every donor gets a complete record: giving history, communication log, event attendance, and engagement level. Custom fields capture annual capacity, giving interests, and board affiliation.
Track grant opportunities from research through application to award on a visual pipeline board. Set deadlines, required documents, and expected amounts.
Build email campaigns for annual appeals, event invitations, and impact reports. Segment by giving level, interest area, or geography. Track opens and clicks.
Workflows send personalized thank-you emails immediately when a gift is recorded. Automatic receipts and annual giving summaries reduce administrative burden.
Segment donors by gift size, frequency, recency, campaign, and custom fields. Identify lapsed donors, major gift prospects, and monthly sustainers.
See total raised, donor retention rate, average gift size, and campaign performance. Track progress toward annual goals.
From setup to results in 5 straightforward steps.
Upload donor data with giving history, contact info, and engagement notes. Tag by giving level, interest area, and relationship status.
Create pipelines for individual giving, major gifts, and grant applications. Custom stages match your process for each funding type.
Build workflows that send thank-you emails when gifts are recorded. Set up annual giving statements and recurring acknowledgment sequences.
Build and send email appeals to segmented donor lists. Track opens, clicks, and gifts attributed to each campaign.
Dashboards show total raised, donor retention, average gift, and pipeline projections. Adjust strategy based on real-time data.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Nonprofits
The Customer Success Agent detects donors with declining engagement, flags major donors who have not been contacted recently, and creates stewardship tasks. Maintain strong relationships with your donor base.
Connect the tools you already use. No code required.
Gmail sync logs donor communications. Calendar shows events and meetings.
Outlook sync for organizations on the Microsoft stack.
Track online donations and recurring gifts alongside your donor pipeline.
The problem
Salesforce Nonprofit Cloud requires dedicated admins and significant configuration. The free licenses come with limitations, and paid seats escalate quickly.
The Laureo advantage
Laureo provides donor management, pipeline tracking, email campaigns, and automation at predictable pricing. No Salesforce admin needed.
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Nonprofits.
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14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.