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AdvancementRM icon AdvancementRM

The specialist CRM built for advancement

AdvancementRM delivers powerful alumni, stewardship, and gift management tools, trusted by advancement offices and backed by a proven community of higher-ed experts. With SmartBatch efficiency and a heritage of innovation, AdvancementRM is the specialist CRM for advancement.

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Jill Baltz, Assistant Vice Chancellor, CRM Implementation
Vanderbilt Unviersity

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"AdvancementRM has enabled us to enhance the system regularly and make technology work for us—rather than waiting on technology."

Transform Your Advancement

  • AdvancementRM Harness core advancement analytics and insights

    Harness core analytics and insights

    Turn donor data into actionable insight. With 275 out-of-the-box reports and 50 dashboards, AdvancementRM makes intelligence available from day one—empowering advancement teams to analyze campaign performance, plan stewardship strategies, and equip leadership with timely insights. Designed to be intuitive and flexible, AdvancementRM ensures offices get the right level of intelligence without a heavy IT lift.

  • AdvancementRM SmartBatch module

    Customize your advancement ecosystem

    Every advancement team is unique. With AdvancementRM, you can tailor your CRM to fit your office’s needs. Extend your ecosystem with configurable add-ons like events management, online giving, communities, email marketing, and matching gifts. Trusted by over 80 fundraising teams in North America, AdvancementRM helps advancement offices grow without unnecessary complexity.

  • AdvancementRM Leverage analytics and business intelligence

    Leverage analytics and business intelligence

    Turn donor data into actionable insight. AdvancementRM makes it simple to access accurate, up-to-date information through traditional and Salesforce reporting, with the flexibility for deeper analysis when you need it. Whether you’re reviewing campaign results or planning stewardship strategies, AdvancementRM puts the right level of intelligence in your team’s hands.

Joseph Calger, Associate Vice Chancellor and COO
University of California, San Francisco

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"AdvancementRM has enabled us to enhance the system regularly and make technology work for us—rather than waiting on technology."

We’ve thought ofeverything

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    Powered by Salesforce, tailored for advancement

    Scale and automate advancement with the flexibility and reliability of Salesforce’s platform.

  • Integration icon

    Seamlessly integrated to fit your advancement ecosystem

    Seamlessly integrate advancement systems to empower your data strategy and unlock actionable advancement insights.

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    Backed by decades of expertise and a thriving community

    Certified Salesforce and advancement experts dedicated to powering your advancement success at every stage.

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See AdvancementRM in action

Discover how Advancement RM can help you close more gifts from more donors, more efficiently.

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