How Thropic works

From CRM data to meaningful action — every morning.

Thropic reads your existing donor data, identifies which relationships need attention, and delivers a focused daily action list to your fundraising team. No new system to learn. No data migration. Just clarity.

Integration
01

Your CRM stays the source of truth

Thropic connects to your existing CRM — Salesforce, Blackbaud, Raiser's Edge, and more — via a secure read integration. Your donor data stays exactly where it is. Thropic never replaces or duplicates your CRM; it reads it and builds on top of it.

Setup takes under 30 minutes. No data migration, no new fields, no disruption to your existing workflow.

Connected CRMs

SalesforceConnected
Raiser's Edge NXTConnected
BloomerangPending
Last sync: 2 minutes ago
Donor profiles
02

Every donor gets a unified relationship profile

Thropic synthesizes giving history, communication logs, event attendance, and relationship notes into a single donor profile. It surfaces the context your team needs — not just the last transaction, but the full arc of the relationship.

Profiles update automatically as your CRM data changes. No manual entry required.

MC

Margaret Chen

Major donor · 8 year relationship

Lifetime giving

$42,500

Last gift

$5,000

Last contact

14 months

Engagement

Lapsing

AI layer
03

AI tracks what matters — so you don't have to

Thropic's relationship memory layer monitors engagement gaps, upcoming milestones, lapsed giving patterns, and personal moments logged in your CRM notes. It flags the relationships that need attention before they go cold.

Relationship memory runs continuously in the background, updating as new interactions are logged.

Relationship signals

No contact in 14 months

Gap

Daughter's graduation mentioned

Personal moment

Consistent $5K annual gift pattern

Giving pattern

Attended 2023 gala — no follow-up

Event gap

AI recommendations
04

Know exactly what to do — and what to say

For each flagged relationship, Thropic generates a specific recommended action and a personalized draft message. Recommendations are grounded in the donor's history, communication style, and the context of your last interaction — not generic templates.

Your team reviews, edits, and sends. The AI drafts; the fundraiser decides.

AI recommendation

Suggested action

Send a personal note referencing Margaret's daughter and the impact of her last gift. Acknowledge the gap warmly.

Draft message

"Dear Margaret, I've been thinking about our conversation last spring — and how proud you must be of your daughter's graduation..."

Daily workflow
05

One focused list. Every morning.

Each morning, your fundraising team opens Thropic to a prioritized list of donor actions — ranked by urgency, relationship health, and giving potential. No digging through CRM records. No wondering who to call. Just a clear, actionable list.

Actions are scoped to each manager's portfolio. Team leads see a roll-up view across the full development office.

Today's actions

7 total

Margaret Chen

Send personal note

James Okafor

Thank-you + impact report

The Ashfords

Anniversary call

Priya Mehta

Proposal follow-up

Outcomes
06

Close the loop — and feed the memory

After each interaction, managers log the outcome directly in Thropic. Did the donor respond? Was a gift discussed? Did they share something personal? Every logged outcome feeds back into the relationship memory, making future recommendations smarter.

Outcomes sync back to your CRM automatically, keeping your records up to date.

Log outcome

Margaret Chen · Personal note sent

Responded warmlyGift discussedPersonal detail sharedMeeting scheduled
Follow-ups
07

Nothing falls through the cracks

Every interaction generates a follow-up task, scheduled intelligently based on the donor's cadence and the nature of the conversation. Thropic surfaces follow-ups at the right time — not buried in a calendar or forgotten in a notes field.

Follow-up scheduling adapts to your team's workload and the donor's engagement history.

Scheduled follow-ups

Margaret Chen

Site visit invitation

Oct 7

Auto-scheduled

James Okafor

Check-in call

Oct 3

Auto-scheduled

The Ashfords

Year-end ask

Nov 15

Works with the CRM you already use

Thropic connects to all major nonprofit CRMs. Your data stays where it is — we just make it actionable.

SF

Salesforce

Full bidirectional sync

BB

Blackbaud

Raiser's Edge NXT & RENXT

RE

Raiser's Edge

Classic RE integration

HS

HubSpot

CRM + email activity

BL

Bloomerang

Native connector

VT

Virtuous

Responsive fundraising

Don't see your CRM? Get in touch — we likely have a solution.

Common questions

Everything your team needs to know before getting started.

Ready to see it in action?

Book a 20-minute demo and we'll walk through the full workflow with your team's real use case.