30 days free · no card required

The whole relationship side of your organization, in one place.

A donor CRM, volunteer hub, donation tracker, budget dashboard, and prospect research tool built for nonprofits and small businesses that run lean. $25 a month, plus $2 per team member.

Cancel anytime. Your data exports whenever you want it.

impactcompass.io/dashboard

AI summary

You're at 92% of the year-to-date goal. Two grant asks land this week, and six lapsed donors are ready for a win-back call.

Raised YTD

$318,600

92% of goal

Active donors

410

3 VIP · 2 lapsed

Recurring

$14,380

312 sustainers

Cost / $1

$0.14

Down from $0.19

Raised by month

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug

Everything a small team needs to raise more

Stop stitching together spreadsheets, a mail tool, and three trackers. Impact Compass replaces the stack with one workspace your whole team can use on day one.

Donor & funder CRM

Profiles with VIP, repeat, new, and lapsed segments so you always know who to call next.

Prospect research

Search public sources — IRS TEOS, ProPublica, Candid, Grants.gov, USAspending — by keyword, focus area, and location.

Donation tracking

One-time, recurring, and in-kind gifts tracked against goals with receipts and revenue mix.

Team projects & pipeline

Kanban boards per project with progress and schedule health, plus a fundraising pipeline by track.

Volunteer management

Rosters, skills, hours, and assigned tasks for every volunteer on your team.

Messaging & AI writer

Stock appeal templates plus an AI writer that drafts in your organization's voice.

Budget & intelligence

Program budgets, cost to raise a dollar, and pacing against your annual plan.

Donor portal

A Stripe-backed portal where supporters manage their own giving and receipts.

Donor & funder CRM

Know every funder, and who to call next

Every foundation, corporate sponsor, and individual member gets a profile with giving history, notes, owner, and outreach status. Segments update themselves, so lapsed donors surface before the fiscal year closes.

  • VIP, repeat, new, and cold/lapsed segments applied automatically
  • Boards for potential partners, current funders, members, and volunteers
  • Assign an owner and log outreach so nothing sits untouched
Tour the CRM

Triangle Community Foundation

Last gift $25,000 · Mar 2026

VIP

Duke Health Community Fund

Renewal due in 21 days

Repeat

Maya Alvarez

Monthly $50 · 14 months

New

Bull City Print Co.

No touch in 9 months

Cold
Prospect research

Find new money in public data, not guesswork

Search nonprofits and funders across IRS TEOS, ProPublica Nonprofit Explorer, and Candid for partnerships, then Grants.gov, USAspending, NIH, and NSF for funding. Filter by keyword, focus area, state, or a radius from your ZIP.

  • Potential Partners and Potential Funders as separate tracks
  • Filter by focus area, state, or miles from your ZIP code
  • Add anything promising to a curated list, then send it to the CRM
Try prospecting
youth mediaArts & CultureNC50 mi

Youth Voices Fund

ProPublica · 990 rev $4.1M

Partner

NEA Challenge America

Grants.gov · closes Oct 14

Grant

NSF ITEST

NSF · STEM media learning

Grant
Team Tasks & pipeline

Projects with real progress, deadlines you can see

Each program becomes a project with its own kanban steps you can rename. Progress bars come from completed tasks, and a schedule bar tells you on sight whether the work is on time or slipping against your hopeful end date.

  • Customizable kanban columns per project
  • Progress and on-schedule / at-risk / late signals in the project grid
  • Fundraising pipeline split by Grants, Corp Donors, Individuals, Partnerships
See Team Tasks

To do

In progress

Done

Summer Camp 202667% · on schedule
Donations & budget

Gifts, goals, and cost to raise a dollar

Log one-time, recurring, and in-kind gifts, watch revenue mix by program, and pace against your annual plan. The dashboard opens with a plain-language summary of how the year is actually going.

  • Recurring and in-kind giving tracked alongside one-time gifts
  • Program budgets with cost-to-raise-a-dollar and pacing
  • Stripe-backed donor portal for receipts and self-service giving
View donation tracking

Raised FY26

$412k

Goal

$500k

Cost / $1

$0.11

Messaging & operations

Appeals drafted in your voice, notes everyone can find

Start from stock campaign templates or let the AI writer draft an appeal, thank-you, or renewal ask in your organization's tone. Operations notes and links to your Drive or Dropbox live one click from the dashboard.

  • Stock campaign templates for appeals, renewals, and thank-yous
  • AI writer that drafts from your program and donor context
  • Saved ops notes, shareable by email, plus Drive and Dropbox links
Open messaging

Year-end appeal · draft

Summer Camp 2026 runbook

Ops note · 6 sections

Note

Board packet folder

Google Drive

Link
Illustration of donor CRM dashboards, pipeline boards and funding charts around a compass

For nonprofits

  • Grant deadlines and funder cultivation in one pipeline
  • Volunteer hours and program reporting ready for your board
  • Prospecting built on public 990 and federal award data

For small businesses

  • Track sponsors, partners, and community members like a CRM
  • Assign work across your team without another project tool
  • Simple budgets and campaign messaging that fit a small staff

One simple price

No sales calls, no percentage of what you raise, no separate module fees.

$25/month

plus $2 per team member per month

  • 30-day free trial, full features
  • Unlimited donors, volunteers, and donations
  • Prospect research from public data sources
  • Stripe-backed donor portal included
  • Email support and free data import

Example: a 5-person team pays $35 a month after the trial.

Ready to see it with your own numbers?

Open the sample workspace — no account needed — then import your donor list and start your free month.