Track donors, manage grant pipelines, run email campaigns, and automate acknowledgments from one affordable CRM.
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.
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.
Autonomous agents run on a schedule, 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.
Pipeline management and deal coaching
Daily at 8:00 AM
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer health monitoring
Daily at 8:00 AM
Daily inbox triage and reply queue
Mornings, before standup
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.
Capture donation pledges and volunteer sign-ups from event registration forms.
Get gift notifications and campaign milestones in team channels.
Connect donation platforms, event tools, and accounting systems.
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 protected at every layer. No enterprise plan required.
All data encrypted at rest using AES-256.
Every connection secured with TLS 1.3.
Multi-tenant isolation at the database level.
Complete record of data access and changes.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Nonprofits.
14-day free trial. Cancel anytime.
14-day free trial. Cancel anytime.