A donor CRM that works for you — not the other way around
Every donor tracked automatically. AI engagement scores, churn-risk flags, tags, communication history, and a self-service portal — all connected to your donation pages.
Unlimited donors on all paid plans. No per-record pricing.
Know every donor. Keep every donor.
CharityFlowOS uses Claude AI to score every donor across 8 dimensions — giving frequency, recency, engagement depth, and more. You get an instant view of who needs attention, who's at risk, and who's ready to give more.
0–100
Engagement score
4 levels
Churn risk
Per donor
Predicted LTV
AI-recommended
Next action
Everything you need to retain donors
Automatic donor capture
Every donation creates or updates a donor profile automatically. Name, email, donation history, and giving frequency — all captured without manual data entry.
AI engagement scoring
Every donor gets an AI-generated engagement score (0–100), churn-risk level (low/medium/high/critical), predicted lifetime value, and a recommended next action.
Churn-risk flags
Identify donors at risk of lapsing before they stop giving. The AI flags donors whose behaviour patterns match previous churned donors, so you can act first.
Tags & segments
Tag donors with custom labels (major donor, local, volunteer, corporate) and filter your entire database by any combination of tags, giving level, or recency.
Communication log
Log calls, emails, and meetings against each donor record. Your whole team sees the history — no more duplicate outreach or missed conversations.
Notes & custom fields
Add personal notes to every donor profile. Record the details that matter — preferences, family, events attended, and relationships.
Donor portal access
Donors can log in via magic link or Google SSO to view their donation history, manage their recurring gift, and download receipts — without contacting you.
Giving history timeline
See every donation a donor has ever made in a clean chronological timeline. Understand their giving journey at a glance.
Know your donors. Keep your donors.
Unlimited donors, AI-powered insights, and a self-service donor portal — all on the Pro plan.