Compare Plans & Features
|
|
|
+ Teams & |
|
Monthly Profiles |
3 |
Unlimited |
Unlimited |
Unlimited |
Users |
1 |
1 |
1 |
Multiple |
Management Account |
– |
– |
– |
X |
SmartWizard |
X |
X |
X |
X |
Specific Sectors (13) Potential new sectors, if not listed |
– |
– |
1 |
1 for Teams, ALL for Consultants |
Donor Record ID |
– |
X |
X |
X |
Donor Profile Notes |
– |
X |
X |
X |
Donor Profile Results |
X |
X |
X |
X |
Readiness Score & Range |
X |
X |
X |
X |
Pledge Ask |
X |
X |
X |
X |
Expected Pledge Goal |
– |
X |
X |
X |
Tips for Asking & Closing |
X |
X |
X |
X |
Pledge Ask |
X |
X |
X |
X |
Net Cost after tax benefit |
X |
X |
X |
X |
Ask for an Estate Gift? |
X |
X |
X |
X |
Print/Email Complete |
– |
X |
X |
X |
Donor Profile Library |
X |
X |
X |
X |
Maximum Profiles |
72 |
Unlimited |
Unlimited |
Unlimited |
Donor Profile Search |
X |
X |
X |
X |
Readiness Score & Range |
X |
X |
X |
X |
Pledge Ask |
X |
X |
X |
X |
Expected Pledge Goal (for Planning) |
– |
X |
X |
X |
Actual Pledge (Ask Status & Amount) |
– |
X |
X |
X |
View/Delete Entry (Summary, Detail, Delete) |
– |
X |
X |
X |
Export Profile Library to CSV (Summary, Complete) |
– |
X |
X |
X |
Edit Completed Profiles
|
– |
– |
X |
X |
Teams Management View |
– |
– |
– |
X |
Donor Database Integration |
– |
– |
– |
Add-on |
Knowledge base Instructions, FAQ, Video Tutorials, Webinars, Ask Abstracts blog |
X |
X |
X |
X |
Training & Support |
X |
X |
X |
X |
1:1 Training (Zoom) |
– |
X |
X |
X |
Team Training (Zoom) |
– |
– |
– |
X |
Special Training: Art of the Ask + |
– |
– |
X |
X |
Donor Database Integration |
– |
– |
– |
Add-on |