Grace unifies CRM records, staff notes, inboxes, and documents into a single knowledge graph - then answers questions in plain English with every claim cited to its source.
The context that closes gifts sits in old emails, scattered notes, and someone's head. The CRM only sees half the picture.
Every board meeting, every campaign wrap, every fundraiser's ad-hoc ask becomes another query you write from scratch.
Duplicates, missing addresses, stale segments. Cleanup eats the time you'd rather spend on strategy.
Grace is an AI teammate, not another dashboard. It works the parts of your job you'd hand off if you had the headcount.
Connect Salesforce or Bloomerang, point Grace at your shared drives and inboxes, and get a single queryable memory of every donor relationship.
"Show me every donor who attended the gala but hasn't given this fiscal year" - answered in seconds, every record traceable to its source.
Board reports, campaign recaps, and donor briefings drafted by Grace and grounded in your actual records. You review, you ship.
When a fundraiser leaves, the institutional knowledge they built stays in Grace - searchable, cited, and ready for whoever picks up the portfolio.
"I used to spend the first week of every month building reports. Now I spend it on strategy. Grace already pulled the numbers."
A 30-minute walkthrough, tuned to your role and your CRM.
4-week free trial · No credit card · No commitment