SteadySteady

The whole operation, in one place

Donors to reporting. Every module shares one database, one login and one signal queue — so nothing important waits.

💝

Donors & donations

Every gift, one history.

Donors, campaigns, pledges and payments in a single record — so retention is something you can see, not reconstruct.

Donor profiles with full giving history and communication preferences
One-time and recurring donations through Stripe
Campaigns with goal tracking
Pledges with scheduled installments
Retention analytics: LYBUNT, SYBUNT, year-over-year trends
Receipts and acknowledgments that go out automatically

Comes with a payment flow that never stores card details.

💝

Part of one platform

Donors & donations shares data with every other module — a donor who attends an event is the same person in the CRM.


💬

CRM

Contacts with context.

Every person in one place — donors, volunteers, members, referrals — with the activity that matters beside them.

Contacts, organizations, leads and activities
360° profile linking across donors, volunteers and cases
Searchable, with duplicate handling
Import from CSV or a previous system
💬

Part of one platform

CRM shares data with every other module — a donor who attends an event is the same person in the CRM.


🏆

Grants

From cold call to close.

A live pipeline with deliverables, budgets and deadlines — and a grant explorer that surfaces funding you didn't know about.

Internal pipeline: researching → applied → pending → awarded or declined
Deliverable and compliance tracking with deadline alerts
Budgets and tranche disbursements
Grant Explorer: public funding data, matched to your profile
Funder intelligence and award history
🏆

Part of one platform

Grants shares data with every other module — a donor who attends an event is the same person in the CRM.


📋

Programs & cases

Referrals that don't get lost.

Intake, eligibility, documents and assignment — the operational spine of direct service.

Programs with hierarchical structure
Referral intake and eligibility screening
Document upload and verification
Workflow states and transitions
Queues with assignment rules
Waitlists that notify when a spot opens
📋

Part of one platform

Programs & cases shares data with every other module — a donor who attends an event is the same person in the CRM.


🤝

Volunteers

Hours that approve themselves.

Volunteers log their own time; managers approve with one click. Skills, shifts and analytics follow.

Volunteer profiles with skills, availability and qualifications
Self-service hour logging
Approval workflows with bulk verification
Shift management and scheduling
Analytics: hours by month, top activities, retention
🤝

Part of one platform

Volunteers shares data with every other module — a donor who attends an event is the same person in the CRM.


📅

Events & surveys

Engagement you can see.

Registrations, capacity, check-ins, recurring events — and surveys that score the result.

Events with registration and capacity management
Recurring event support
Check-ins and attendance
Surveys with multiple question types and auto-scoring
📅

Part of one platform

Events & surveys shares data with every other module — a donor who attends an event is the same person in the CRM.


🌐

Engagement

Your people, connected.

Groups, a social feed, chat and forums in the same place as the work — so three event attendees become a next step.

Groups with free, code and approval access
Social feed with posts, likes and comments
Real-time chat and forums
Places with check-ins
Goals, badges and leaderboards where they motivate

Member activity feeds the signal queue — it is not a separate island.

🌐

Part of one platform

Engagement shares data with every other module — a donor who attends an event is the same person in the CRM.


📨

Communications

Reach the right people.

Broadcasts and reminders built on your real segments — donors who lapsed, volunteers who haven't logged, members of a group.

Email broadcasts with templates
Audience segments, including saved and smart segments
Transactional email: invitations, receipts, resets
Delivery and engagement analytics
📨

Part of one platform

Communications shares data with every other module — a donor who attends an event is the same person in the CRM.


📊

Reporting

Numbers the board can read.

Dashboards for the whole operation, with the ability to share them forward.

Donor KPIs: totals, retention, new and returning
Volunteer hours and engagement
Grant pipeline and deadlines
Program and case outcomes
Exportable for board packs and funders
📊

Part of one platform

Reporting shares data with every other module — a donor who attends an event is the same person in the CRM.


🔐

Admin, roles & data

Configured once, safely.

Granular roles, tenant-isolated data, and branding that holds across your organization.

Role-based permissions, enforced server-side
Tenant isolation at the database level
Organization branding: colors, logo, custom domain
Import/export including a clean data export
Stripe integration for donations and paid events

See the privacy policy and our processor list.

🔐

Part of one platform

Admin, roles & data shares data with every other module — a donor who attends an event is the same person in the CRM.

See it with your own data

Create a free organization, import a CSV, and watch the signals show up within the hour.