Everything in CauseStack

Create custom data entry forms for donors, volunteers, and events.

Browse and track grant opportunities from the AscendLabs Grants DB catalog.

Public portal pages for event registrations, sign-ups and purchases, with every entry saved to Salesforce. Portals have no visitor logins; user authentication comes with Advanced Portals.

Trigger plus condition plus action flows configured in-app. Authored visually with AI assist; execution lives in Apex.

Send bulk emails to contacts with templates and tracking.

Generate documents from templates with merge fields.

Configure event flows against any object. Map role-to-field on the event object, attach forms per flow, and optionally wire a shifts/roles object the wizard can author inline.

Detect and merge duplicate records across contacts and organizations.

Import records from CSV files with field mapping and validation.

Validate EINs against the IRS Business Master File and sync IRS data onto Account records.

Replacement for Salesforce list views. Pick an object, choose columns, apply filters, save reusable views, view as table or kanban.

Build custom landing pages and donation forms.

AI-powered analytics assistant for data queries and insights. $1,500 a year on our AI key, or $750 a year with your own.

Advanced reporting dashboards and custom analytics.

Build dynamic segments for targeted outreach and reporting.

Adds user authentication to Portals: visitor logins, role-based access and self-registration, plus multiple portals and the full portal component library.

Sync donations and financials with QuickBooks Online.