Engagement Systems

Be the fundraiser you always wanted to be

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Fits a $15,000 budget nicely

Pilot System


A basic “test” with
temporary automated cultivation

  • Generate highly qualified leads for major gifts
  • Uncover hidden legacy gifts
  • Qualify supporters for your portfolio
  • Prioritize donors for outreach
  • Automate cultivation tasks temporarily
Fits a $50,000 budget nicely

Smart System


An robust system that includes
everything in the Starter System plus

  • Automate donor prospect cultivation tasks continuously
  • Empower donors with the ability to schedule calls and arrange meetings with your staff
  • Help supporters move themselves through the consideration process with more value-oriented offers
  • Pull data into your CRM with our open API

Add Engagement Efforts to any system for a small monthly fee.
Each system comes with a two-person MarketSmart team for strategy, onboarding, and project management.

Pilot Starter Smart
Generate Leads
survey engagement effort
declaration of intent effort
daf widget logo
Educate Supporters
vip microsite
custom brochures 3 5
Engage Supporters
automated cultivation emails temporary temporary ongoing
personalization & relevance basic basic smart
additional efforts 2
Prioritize Leads
dashboard access
tracking
open api
custom scoring
sso login
zillow integration