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Description
Introducing a revolutionary set of AI-driven tools specifically designed for major gift fundraising. Utilize generative AI to draft emails in your unique voice and create donor plans tailored to your specifications. The system automatically tracks all interactions within your CRM, ensuring that donor plans can be developed swiftly and that communications resonate personally with each recipient. Our commitment is to guarantee that every donor is paired with a strategic plan that is executed effectively. Additionally, we seamlessly integrate all data into your CRM for your convenience. You can rest assured knowing that every aspect of your fundraising efforts is thoroughly managed. Leverage the capabilities of AI to enhance your portfolio management, discover your ideal fundraising rhythm, and optimize budgeting along with MGO assistance. Momentum is designed to equip each user with the essential tools they need to thrive. To facilitate the best use of Momentum's functionalities, we offer comprehensive training for your team. Our platform is compatible with a variety of CRMs, including Salesforce, Raiser's Edge NXT, Blackbaud CRM, Donor Perfect, Hubspot, and Bloomerang, ensuring flexibility and ease of integration for all fundraising needs. By streamlining these processes, we empower organizations to focus more on building relationships with donors rather than getting bogged down by administrative tasks.
Description
Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.
API Access
Has API
No
API Access
Has API
No
Integrations
Agentforce 360 for Nonprofits
Yes
Blackbaud CRM
Yes
Blackbaud Raiser's Edge NXT
Yes
Gmail
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Outlook
Yes
ProspectView Online
Yes
Sonant
Yes
Integrations
Agentforce 360 for Nonprofits
No
Blackbaud CRM
No
Blackbaud Raiser's Edge NXT
No
Gmail
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Outlook
No
ProspectView Online
No
Sonant
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Momentum
Country
United States
Website
www.givemomentum.com
Vendor Details
Company Name
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Product Features
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
No
Contribution Tracking
No
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
