Product / Donor CRM
A donor CRM that helps your team know who needs attention next
Mission Sumo keeps giving history, notes, tags, preferences, and fundraising follow-up in one place so donor records stay useful in real daily work.
- See giving history and last interaction in one view.
- Use saved views to work through lapsed, recurring, or tagged donors.
- Record notes and preferences without losing them in a spreadsheet.
Best for teams that want better donor follow-up without extra admin work
Mission Sumo’s CRM is built for development teams that need usable donor context, not just a contact list.
What changes after you stop managing donor work in spreadsheets
The CRM becomes the place your team actually works from, not a database you update after the real work is done.
Open saved views for LYBUNT, SYBUNT, recurring donors, inactive donors, or custom tag groups.
Use donor detail pages to understand giving, preferences, notes, events, and recent team touches.
Add notes, update statuses, and capture preferences directly where the donor record lives.
Run duplicate review and import cleanup so your file stays trustworthy as the org grows.
Mission Sumo keeps donor details close to the conversations and follow-up work that actually grow relationships.
- Import a donor file and see duplicates before you commit to a larger rollout.
- Create tags and saved views your team can use immediately.
- Open a donor record and see giving plus follow-up context in one place.
- Record one real donor interaction and one manual gift to test the workflow.
What is included in the CRM today
These are current workflows in Mission Sumo’s donor CRM.
- Donor profiles with giving history, notes, preferences, and donor status.
- Monthly-giver visibility and fundraising retention segments.
- Interaction tracking to keep team follow-up tied to the record.
- Do-not-contact and preferred contact method controls.
- Giving summaries and transaction drill-down from the donor page.
- Custom tags that carry through into email audience selection.
- Saved donor views for recurring weekly workflows.
- Bulk actions for statuses and tags.
- CSV/XLSX import with mapping, preview validation, and duplicate handling.
- Duplicate review and merge workflows for ongoing cleanup.
Fundraising-friendly segmentation built in
Mission Sumo supports the donor views fundraising teams actually use instead of forcing them into a generic contact filter builder.
| Segment type | Why teams use it | Included in Mission Sumo |
|---|---|---|
| LYBUNT | Re-engage donors who gave last year but not this year | Yes |
| SYBUNT | Recover prior-year donors who have gone inactive | Yes |
| Recurring | Stewardship and monthly donor communication | Yes |
| Custom tags | Programs, prospects, board ties, and internal classifications | Yes |
| Saved views | Reusable weekly stewardship and outreach workflows | Yes |