Features
Everything a manager needs to steward at scale
Thropic combines donor data, relationship memory, and campaign timing into a focused daily workflow — so your team spends time on conversations, not prep.
Every donor, fully in context
Thropic pulls the facts that matter from your CRM — years participating, lifetime fundraising, team role, activity level — and surfaces them alongside the relationship notes your managers have built over time. No more switching tabs or hunting through Salesforce before a call.
- Lifetime and current-year fundraising at a glance
- Last login, registration status, and activity level
- Team captain flag, employer, and location context
- Do-not-contact and email-opt-out respected everywhere
James Mitchell
Team captain · Acme Corp
Lifetime raised
$48,200
This year
$6,400
Years participating
9
Target
$8,000
The notes that make every conversation personal
Managers capture what they know — communication preference, what motivates a donor, important personal context, things to avoid — and Thropic keeps it structured and searchable. When AI drafts a message, it draws on this memory so the output sounds like it came from someone who actually knows the person.
- Communication preference: phone, text, or email
- Motivation and relationship strength, always up to date
- Previous conversations summarised and stored automatically
- Next personal touch date so nothing slips
Relationship memory
Preference
Phone calls, Tuesday mornings
Motivation
Lost his father to prostate cancer in 2019
Avoid
Pushy asks — responds better to milestone updates
Next touch
Oct 14 — check in on registration
Know who needs you today, and why
Thropic combines CRM signals, relationship memory, and campaign phase to surface a prioritised recommendation for each donor. It tells the manager what to do, why now, and what to say — so they spend their time on the conversation, not the prep.
- Priority score based on engagement signals and campaign timing
- Contextual rationale: why this donor, why this week
- Draft text, email, or call brief with one click
- Phase-aware: reconnect, register, amplify, or steward
Today's recommendation
High priorityCall James Mitchell
Registered last week but hasn't set a fundraising target. A quick call to celebrate registration and help him set a goal could unlock $2k+ in additional fundraising.
Suggested action
Draft a call brief or send a personal text to congratulate and prompt goal-setting.
A focused list, not a firehose
Each morning the queue shows the donors who need attention today, ranked by priority. Managers accept, snooze, or dismiss each recommendation and log what happened. The outcome feeds back into the next recommendation cycle — so the system gets smarter with every interaction.
- Ranked daily list — highest-impact donors first
- Snooze with a follow-up date so nothing is forgotten
- Outcome logging that improves future recommendations
- Append-only action log for accountability and audit
Action queue — today
3 remainingJames Mitchell
Set fundraising target
Sarah Reeves
Thank for $500 gift
Tom Keller
Re-engage — not yet registered
Amy Lin
Milestone: hit $5k lifetime
Built for the way fundraising managers actually work
Every detail is designed around the reality of high-value donor stewardship — not generic CRM workflows.
AI drafts in seconds
Call briefs, text messages, emails, and thank-you notes — all drafted server-side with the donor's context baked in. Managers review and send; Thropic never sends anything on its own.
Built for compliance
Row-level security means each manager sees only their own portfolio. Do-not-contact and email-unsubscribe flags are enforced at the API layer, not just the UI.
Memory extraction from notes
Paste in call notes and Thropic extracts structured memory — preference, motivation, context, next touch — so managers spend less time filing and more time building relationships.
Campaign-phase awareness
Thropic knows whether it's Reconnect season, Amplify month, or the post-campaign Retain phase, and adjusts every recommendation and draft accordingly.
CRM stays the source of truth
Donor records are read-only in Thropic. Salesforce (or your CRM of choice) remains the authoritative system; Thropic adds the relationship layer on top.
Audit trail included
Every accept, snooze, dismiss, and outcome is logged with a timestamp. The recommendation → action → result chain is always traceable.
Ready to see it in action?
Book a 30-minute walkthrough with your own donor data and see how Thropic fits your team's workflow.