History beside the profile
View communication history alongside the supporter's complete profile and activity.
Communication gives nonprofit teams a shared view of outreach across contacts, donors, volunteers, members, event attendees, and program participants. Record conversations, send supported messages, create follow-up tasks, and keep a clear history so staff can coordinate communication without losing context.
Supporter communication timeline
Supporter communication is often spread across individual inboxes, text messages, spreadsheets, and staff memory. Important context gets lost, duplicate messages are sent, and follow-ups can be missed when there is no shared history.
Bring communication activity into the supporter record and connect outreach to campaigns, events, programs, cases, volunteering, and membership. Teams can understand the full relationship, coordinate next steps, and maintain continuity when responsibilities change.
View communication history alongside the supporter's complete profile and activity.
Coordinate email, SMS, WhatsApp, notes, calls, and follow-up tasks from one workspace.
Use groups and contextual lists to communicate with campaign, event, program, or volunteer audiences.
Reduce duplicate outreach by giving authorized staff a shared interaction history.
Create reminders and assign follow-up actions to the right team member.
Respect communication preferences, subscriptions, and consent.
Improve relationship continuity across teams and staff transitions.
See sent messages, notes, logged calls, replies, reminders, and related engagement in chronological order.
Start outreach from a contact, campaign, event, program, case, volunteer assignment, or membership record.
Send individual or group email through configured services while retaining relevant activity history.
Send supported text messages for reminders, updates, confirmations, and time-sensitive outreach.
Use configured WhatsApp services for approved supporter communication and engagement scenarios.
Record important context from phone calls, meetings, in-person conversations, and external interactions.
Create follow-up actions, assign owners, define due dates, and connect the task to the supporter or activity.
Communicate with selected donor, volunteer, member, event, campaign, program, or custom groups.
Use reusable message templates for common confirmations, reminders, acknowledgements, and follow-ups.
Honor preferred channels, subscription status, opt-outs, and consent records before outreach.
Control access to sensitive communication history based on organizational roles and permissions.
Review outreach volume, delivery status, engagement, follow-up completion, and communication patterns.
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Unified communication timeline
Compose message and select channel
Group communication
Communication is part of the relationship, not a separate inbox. Every message, note, and task connects to campaigns, events, programs, cases, volunteering, and membership — so any authorized staff member can pick up the conversation with full context.
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Coordinate email, SMS, WhatsApp, notes, and follow-up tasks with a shared history on every supporter record.
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