Connect
Know your people.
A CRM that unifies every customer, donor, subscriber, and attendee into one living record — no syncing, no spreadsheets, no guesswork.
Contacts
One profile, full picture.
Every purchase, donation, ticket scan, email open, and form submission lands on a single timeline automatically. You always know who someone is and how they got here.
- Automatic contact creation from every channel
- Unified transaction history across online and in-person
- Engagement scoring: New, Active, Lapsed, and VIP
- Lifetime value tracking with purchase and donation totals
- PII encryption on all personal data by default
Pipelines
Your workflow, your language.
Create multiple pipelines for different workflows. Track venue bookings and fan engagement side by side — same contacts, separate lanes. Kanban board view with drag-and-drop stage changes.
- Multiple pipelines per account — contacts in many pipelines at once
- Kanban board with drag-and-drop stage changes
- Four templates: Donor Cultivation, Sales, Booking, Simple — or create custom
- Stage-change history logged on each contact timeline
- Plan-gated: 1 pipeline on Starter, up to unlimited on Organization
Segments
Find exactly who you need.
Build dynamic audiences with criteria-based filters — donation history, purchase activity, engagement level, tags, dates, and more. Combine conditions with AND or OR logic.
- Ten pre-built system segments out of the box
- Unlimited custom segments with live contact counts
- Filter by donations, purchases, tags, opt-ins, and source
- Segments update dynamically as contact data changes
- Use segments to target email campaigns instantly
Stay organized. Stay on top.
Tags, tasks, and a chronological timeline keep your team aligned.
Tags
Flexible labels for categorization and segmentation. Auto-tag contacts by channel — attendees, customers, donors, newsletter — or apply your own.
- Global tag library with account-scoped application
- Bulk tag assignment
- Tag-based segment filtering
Tasks
Assign follow-ups to team members with priorities, due dates, and reminders. When a task is completed, it logs automatically on the contact timeline.
- Nine task types: call, email, meeting, follow-up, and more
- Filter by status, assignee, or due date
- Automatic activity logging on completion
Activity Timeline
A chronological record of every interaction — 60+ automated event types plus manual notes, calls, meetings, and emails. Pin important items to the top.
- Automated logging across purchases, donations, tickets, emails, auctions, and more
- Filter by category — Entry, Messaging, Commerce, Donations, Ticketing, Auctions, CRM, Support
- Manual entries for calls, meetings, and notes
- Pin important items for quick reference
Connections
See the bigger picture.
Group contacts under organizations and map relationships between people. Understand households, companies, boards, and referral networks at a glance.
- Organizations: companies, households, foundations, schools, and more
- Role assignments and primary contact designation
- Aggregate financials across all linked contacts
- Bidirectional relationships: spouse, parent, employer, referral
- Board member, assistant, colleague, and sibling mappings
Data Quality
Clean data, no accidents.
Detect duplicates automatically and merge them safely. A dual-confirmation architecture ensures no records are combined by mistake.
- Automated duplicate scanning by name and phone
- Side-by-side comparison before merging
- Both contacts confirm via email before merge executes
- Dismiss false positives so they never reappear
- CSV import and export with downloadable template
Connected to everything you already use
Unlike standalone CRMs that need integrations to talk to your store, events, and email, Equipoise builds the CRM right into the platform. Every purchase, ticket sale, donation, email campaign, and point-of-sale transaction flows into the contact record automatically.
Embeddable contact forms, webhook notifications, and a RESTful API let you connect external tools when you need to. But for most teams, everything you need is already here.
Ready to know your people?
CRM is included with Professional and Organization plans. Start today.