Product

One connected workspace for donor relationships, fundraising, events, and follow-up

Mission Sumo is built for nonprofits that want one system their team can actually use. Donors, campaigns, forms, events, email, and reporting all stay tied to the same fundraising record.

What teams prove in the trial
You can see the full fundraising picture in one workspace.
Create one donation form and connect it to a campaign.
Import or add donors and start using saved donor views.
Launch one event or one email campaign without extra tools.
Best fit

Small to mid-sized nonprofit teams that need better donor follow-up, cleaner reporting, and less tool-switching.

Start with the workflow your team needs first

You do not have to roll out everything on day one. Most teams start with one urgent workflow, then grow into the rest.

What changes after you stop stitching tools together

Mission Sumo is not just about having more features. It is about making everyday fundraising work cleaner, faster, and easier to trust.

Donor context
Shared
Campaigns, gifts, events, and email activity stay tied to the same donor record.
Reporting
Clearer
Exports and dashboards pull from one system instead of hand-built spreadsheets.
Rollout path
Phased
Teams can start with one workflow, then add events, email, and more over time.
Team workload
Lower
Less double entry, fewer disconnected exports, and less context lost between tools.
Nonprofit team reviewing fundraising priorities together
Daily work makes more sense

Teams can see donor context, campaign progress, and event activity without hunting through separate tools.

Supporter relationship conversation between nonprofit staff and donor
Follow-up gets more personal

Notes, preferences, tags, and giving history stay attached to the person your team is serving.

Small nonprofit team learning a software workflow together
Adoption is more realistic

Mission Sumo is designed for teams that need a system they can actually learn and keep using.

See the connected product experience

These are the kinds of screens your team uses every week once donor work, fundraising, and reporting are in one place.

Mission Sumo dashboard showing fundraising focus, stats, and insights
Fundraising command center

The dashboard surfaces what needs attention now instead of making staff assemble the story manually.

Mission Sumo event management screen with event focus and filters
Event operations in context

Registration, check-in, and revenue stay connected to your donor and reporting workflows.

Mission Sumo email workspace with fundraising insights and email metrics
Email tied to fundraising outcomes

Campaign planning, send analytics, and donor segments stay close to the rest of your fundraising system.

A practical rollout for small teams

Most nonprofits do not need a giant implementation project. They need one good first win, then a clear next step.

A common rollout path
1. Clean up your donor file

Import donors, review duplicates, and create your first saved views.

2. Launch one giving workflow

Create one donation form and one campaign so gifts start landing in the same system.

3. Add your next channel

Bring in events or email after the first reporting and donor workflows feel solid.

4. Tighten reporting and follow-up

Use exports, dashboards, and donor detail views to replace spreadsheet cleanup work.

What is already included
  • Donor CRM with tags, notes, preferences, saved views, duplicate review, and imports.
  • Campaigns, donation forms, manual gift entry, and a shared transaction ledger.
  • Event registration, ticket pricing, promo codes, QR check-in, and event exports.
  • Email campaigns, light automations, deliverability center, and plan-based send controls.
  • Dashboards, reporting exports, onboarding tours, and team-role controls.