The fundraising platform built for fundraising results
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.
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
AI-Powered Grant Search Built Right Into Your CRM
Stop hunting through grant databases. Equip CRM's AI-powered grant search discovers new funding opportunities matched to your mission and programs, so your team spends less time searching and more time applying.
- Discover grant opportunities matched to your mission and programs
- Search and track funders all in one place
- Deadlines and requirements flow straight into your grant pipeline
- Save and share promising opportunities with your whole team
Team Project Management, Like Monday.com, Built Into Your CRM
Fundraising takes coordination, and Equip CRM's project management gives your team tasks, timelines, and visibility without another tool to log into.
- Assign tasks and track timelines across your whole team
- Kanban-style boards keep every project moving
- Connect projects directly to grants, donors, and campaigns
- See your team's workload and progress at a glance
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.