What is Sapling CRM?
An all-in-one, AI-native CRM for nonprofits — donor records, gifts, events, payments, and team chat in one place.
Sapling CRM — Every feature a fundraiser needs. Nothing they don't.
Sapling brings donor records, team comms, AI insights, and gift tracking into one place, so gift officers spend their time building relationships.
Sapling brings donor records, team comms, AI insights, and gift tracking into one place, so gift officers spend their time building relationships.
A better way to fundraise
Without Sapling CRM
- Donor information is everywhere
- Reporting takes too long
- Team communication feels disconnected
- Your CRM created more work than it saves
With Sapling CRM
- Every donor interaction is in one place
- Reports are ready when you need them
- Everyone stays aligned
- Your CRM works for your team—not against it
Without Sapling CRM
- Donor information is everywhere
- Reporting takes too long
- Team communication feels disconnected
- Your CRM created more work than it saves
With Sapling CRM
- Every donor interaction is in one place
- Reports are ready when you need them
- Everyone stays aligned
- Your CRM works for your team—not against it
Orchid AI
Simply powerful platform intelligence
AI in nonprofit software is mostly demos. Orchid is the one we actually use.
Migrate in days, not months
Drop in a messy export from Blackbaud or Raiser’s Edge. Orchid reads it, matches every record to your CRM, and flags only the conflicts that need you.
donors-export-blackbaud.csv
Import the attached records
Additional Context
Things users can ask to Orchid AI
Donor engagement
Craft personalized engagement strategies based on donor history
Event follow-up
Generates follow-up messages for attendees after events
Daily brief
Prepares for your day with a daily briefing of your meetings
Engagement feedback
Extracts engagement feedback from a call / meeting notes
Donor analytics
Analyze donor behavior to optimize fundraising strategies
Donor engagement
Craft personalized engagement strategies based on donor history
Event follow-up
Generates follow-up messages for attendees after events
Daily brief
Prepares for your day with a daily briefing of your meetings
Engagement feedback
Extracts engagement feedback from a call / meeting notes
Donor analytics
Analyze donor behavior to optimize fundraising strategies
Donor engagement
Craft personalized engagement strategies based on donor history
Event follow-up
Generates follow-up messages for attendees after events
Daily brief
Prepares for your day with a daily briefing of your meetings
Engagement feedback
Extracts engagement feedback from a call / meeting notes
Donor analytics
Analyze donor behavior to optimize fundraising strategies
Campaign evaluation
Assess the effectiveness of past campaigns for future changes
Meeting notes
Generate concise notes from meeting discussions for easy reference
Fundraising strategies
Develop tailored fundraising approaches based on donor insights
Lead nurturing
Create personalized communication plans for nurturing leads
Campaign evaluation
Assess the effectiveness of past campaigns for future changes
Meeting notes
Generate concise notes from meeting discussions for easy reference
Fundraising strategies
Develop tailored fundraising approaches based on donor insights
Lead nurturing
Create personalized communication plans for nurturing leads
Campaign evaluation
Assess the effectiveness of past campaigns for future changes
Meeting notes
Generate concise notes from meeting discussions for easy reference
Fundraising strategies
Develop tailored fundraising approaches based on donor insights
Lead nurturing
Create personalized communication plans for nurturing leads
Event Management
Run the whole event from one place
Tickets, sponsors, seating, check-in, and close-out — every moving part of your gala lives on one page that updates in real time.
Revenue and expenses, one place
Ticket sales, sponsorships, fundraising, and costs for every event — tracked together, totaling live.
Total Revenue
$282,012
65%vs Goals
Tickets Revenue
$16,450
14%vs Goals
Total Expenses
$77,000
64%vs Budget
Fundraising Revenue
$265,562
221%vs Goals
Check guests in, in seconds
A fast, friendly door experience — search or scan, tap to check in, and watch attendance update in real time.
Internal Communications
Built-in team chat, with AI bot, inside your nonprofit CRM
Stop pasting donor context between Slack and your CRM. Sapling has team chat built in — on the same record, with @mentions, reactions, and your live data one slash away.
Lana Steiner11:40am
New-Donors.pdf
1.2 MB
Lana Steiner11:40am
Ryan Gosling
$2.9M YTD donation
Lana Steiner11:40am
Hey all, just added that new contact to the list!
❤️👍 2
You · 11:41am
Great, thanks for the update!
Chat right on the record
Message your team inside the CRM so files, contact cards, and decisions stay on the donor — not scattered across Slack and email.
@mention your team — or Orchid
Loop in a teammate or Orchid AI with a single @ — typeahead, reactions, and replies, all without leaving the record.
/vandan-gohil
Attach live CRM data with /
Type / to drop a contact, gift, event, or task into the thread straight from your CRM — no copy-paste, no switching tabs.
That's not all...
Donors are just the beginning
Your gifts records, payments, reports, dashboards, and more, converged into one platform so your whole mission lives in one place.
Gifts
Log one-time, recurring, and in-kind gifts with full giving history.
Payments
Securely process cards and ACH with gifts reconciled automatically.
Reports
Build the views your board needs without exporting to spreadsheets.
Dashboard
See revenue, pipeline, and donor health the moment you log in.
Tasks
Assign follow-ups, set due dates, and never drop a donor.
Templates
Reusable letters, emails, and workflows you launch in a click.
Communications
Send personalized email and letters to exactly the right segments.
Integrations
Connect the tools your team already relies on every day.
Roles & Permissions
Give every teammate exactly the level of access they need.
Frequently Asked Questions
Quick Answers for Non-Profits
Sapling isn’t just software. It follows the same qualities that make a CRM dependable — layered, complete, efficient, and quietly powerful.
View allHow is it different from Raiser’s Edge or DonorPerfect?
Built from scratch with AI and team chat on the same record — not bolted onto a legacy system years later.
Does Sapling have built-in team chat?
Yes — every donor, gift, and campaign gets its own thread, with @mentions and a “/” to attach CRM data.
Can it track donations, pledges, and recurring gifts?
Yes — one-time, recurring, pledges, matching, and in-kind, with full giving history on every contact.
How does the AI help fundraisers?
Orchid reads your live data to flag at-risk donors, suggest next-best actions, and answer questions — no separate tool.
Can I import my existing donor data?
Yes — AI-assisted import maps your CSV columns and flags duplicates, so you switch in minutes, not months.
Is it a fit for small nonprofits?
Yes — it scales from your first gala to thousands of donors, with transparent pricing and fast setup.
Is my donor data secure?
Yes — encryption in transit and at rest, role-based permissions, and a full audit trail.