greymatter
Advance
Empower advancement teams to build stronger relationships, move prospects forward, and drive lifelong institutional impact.
greymatter’s Advance features help institutions strengthen donor and alumni engagement, support moves management, track relationship activity, and coordinate advancement strategy in one connected platform—enabling more informed cultivation, stewardship, solicitation, and long-term constituent relationship management.
Development
Support frontline fundraising and advancement operations with the tools needed to identify opportunity, manage relationships, and move donor strategy forward.
Fundraising
Coordinate cultivation, solicitation, and stewardship activity through connected workflows that help teams execute more strategic and relationship-driven fundraising.
Gifting
Track donor activity, pledges, giving history, and contribution-related engagement with greater visibility into fundraising progress and support.
Moves Management, Prospecting and Relationship Tracking
Support more strategic fundraising and constituent engagement with a connected view of prospect activity, relationship history, outreach, meetings, touchpoints, and follow-up. greymatter helps advancement teams manage moves management and relationship progression with greater visibility and coordination.
Donor Engagement and Fundraising Campaigns
Segment audiences, personalize outreach, and coordinate fundraising and alumni engagement campaigns with greater precision. From annual giving and donor cultivation to event-based outreach and stewardship communications, greymatter helps advancement teams execute more targeted engagement strategies.
Giving Insights, Pipeline Visibility & Advancement Reporting
Turn constituent and fundraising activity into actionable insight with dashboards, reporting, and relationship intelligence that help your team monitor engagement, support prospect development, understand giving trends, and strengthen advancement strategy.
See More Features
Moves Management
Track cultivation, solicitation, stewardship, and relationship progression with better visibility into prospect activity and next-step follow-up.
Constituent Relationship Management
Create a connected view of alumni, donors, households, parents, supporters, and institutional relationships within one advancement CRM.
Prospect Development Visibility
Support prospect research and development strategy with clearer visibility into engagement history, relationship activity, and constituent context.
Gift Officer Portfolio Management
Support frontline fundraisers with portfolio visibility, assigned prospect management, activity tracking, and clearer prioritization of outreach and follow-up.
Giving History & Donor Timeline
View gifts, pledges, interactions, communications, event participation, and relationship milestones in a unified constituent timeline.
Financial Transactions and Receipts
Effortlessly track and log your financial transactions while issuing receipts right within the CRM. This not only ensures accuracy but also keeps you compliant with accounting standards, making your financial management a breeze!
Pledges & Recurring Giving
Track pledge commitments, recurring gifts, installment activity, and donor follow-up to support stronger pipeline management and donor continuity.
Campaign, Fund & Appeal Tracking
Organize fundraising activity across campaigns, initiatives, appeals, and giving priorities with better visibility into constituent engagement and performance.
Annual Giving Management
Support annual giving strategies with segmentation, outreach coordination, donor engagement tracking, and visibility into response and participation trends.
Major Gifts Support
Help advancement teams manage high-value donor relationships through stronger prospect visibility, relationship tracking, and cultivation workflow support.
Stewardship Management
Coordinate stewardship activity, acknowledgements, recognition touchpoints, and donor follow-up to strengthen trust and long-term engagement.
Online Giving & Donation Forms
Support digital giving experiences and donor conversion with connected online giving workflows and more seamless gift capture processes.
Event & Engagement Management
Track constituent participation across advancement events, donor experiences, alumni engagement initiatives, and relationship-building activities.
Gift Pipeline Visibility
Monitor movement across the fundraising pipeline with better insight into prospect stage, next actions, engagement momentum, and relationship opportunity.
Donor Segmentation & Targeting
Build targeted audiences for annual giving, stewardship, alumni outreach, campaign activity, and fundraising communications using richer constituent context.
Engagement Scoring & Affinity Insights
Use engagement patterns and constituent activity to better understand affinity, donor readiness, and where to focus advancement effort.
Proposal & Opportunity Tracking
Support fundraising strategy with better visibility into asks, proposals, opportunities, expected outcomes, and relationship progress.
Advancement Dashboards
Monitor donor engagement, fundraising activity, campaign performance, and prospect movement through role-based dashboards and reporting.
Turn relationships into lifelong institutional impact.
Get in touch to start empowering your advancement teams, alumni engagement strategy, fundraising efforts, and lifelong constituent relationships.
