+Consultants

Ensure Client Success with a Structured, Aligned Approach

Advancement Consultants who include Abacus in client engagements elevate their professionalism and value. Abacus helps consultants and clients be more successful with a structured and aligned approach to pipeline and portfolio planning, as well as executing Asks. It also helps make sense of donor research, enabling individual gift officers to build their portfolios.

Add the Calculator to your superpowers!

For  consultants with multiple clients we offer customized Consultant plans. The plans include all Pipeline Planner features +Sectors. They add the ability to handle multiple users, locations, and organizations with an aggregated Donor Profile Library Management view, providing centralized and decentralized visibility to keep everyone productive.

Each client organization has a Team subscription, as does the consulting firm for use by their consultants. Through the consultant, clients have access to any available +Sector to meet their needs. The consultant can monitor major donor fundraising and manage clients accordingly via the Profile Library and CSV exports.

Add-on Data Integration: For larger organizations that demand greater efficiency and productivity, we offer custom data integration between Abacus and your donor database, for an additional fee. Consult with us to plan and implement your desired integration.