Everything Your Development Team Needs in One Platform
Equip CRM is the only platform built to support every function of a modern fundraising operation. Here's what you get from day one.
Grant Management Platform
Applications, deadlines, and funder relationships. Never miss a deadline again.
AI Powered Grant Search
Discover new grant opportunities matched to your mission. Search and track funders all in one place.
Individual Donor Search
Find and identify individual donor prospects matched to your mission and giving capacity.
Donor Wealth Screening
Identify your highest-capacity prospects with built-in wealth screening and capacity ratings.
Major Donor Management
Visual major gift pipeline for gift officers to cultivate and close transformational gifts.
Team Project Management
Tasks, timelines, and team coordination. Like Monday.com, built into your CRM.
Donor Database
Real-time KPIs and team visibility across your entire development operation.
Email Campaigns
Design, send, and track fundraising email campaigns directly from your CRM.
Manage Your Grant Program Right On Your CRM
Grant fundraising is complex, deadline driven, and high stakes. Equip CRM includes a dedicated grant management module fully integrated with your constituent and financial data.
- Track foundation relationships and program officer contacts
- Manage letter of inquiry and proposal deadlines
- Monitor award amounts, grant conditions, and compliance requirements
- Handle multi-year grant installments and renewals seamlessly
Search Individual Donors and Run AI-Generated Wealth Screening Reports
Stop guessing who your best prospects are. Equip CRM's individual donor search surfaces high-capacity individuals matched to your mission, and generates instant AI-powered wealth screening reports so your team can prioritize with confidence.
- Search and discover individual donor prospects by geography, interest, and capacity
- AI-generated wealth screening reports with estimated net worth and real estate data
- Philanthropic history and prior giving indicators surfaced automatically
- Giving capacity scores help your gift officers focus on the right people
Donor Boards: Major Donor Management for Your Gift Officers
Major gift fundraising is a relationship sport and Equip's Donor Boards give your gift officers the visual, intuitive pipeline they need to cultivate and close transformational gifts.
- Kanban-style boards to see every prospect's stage at a glance
- Move donors through your pipeline with confidence and clarity
- Track cultivation steps, meetings, proposals, and stewardship touchpoints
Ready to See Equip CRM in Action?
Book a personalized demo today and discover how your team can raise more — with less friction. We'll walk you through the platform and answer all your questions.