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Enterprise Layer Intelligence
Categories/Sales Enablement/Momentum (Acquired by Virtuous)
Momentum (Acquired by Virtuous)

Momentum (Acquired by Virtuous)

Founded 2018

Automate personalized donor outreach and sync engagement activity directly to your CRM

You can use Momentum to manage donor communications and scale major gift fundraising. The software analyzes donor behavior, wealth data, and giving capacity to deliver daily prioritized outreach recommendations. It drafts personalized emails and phone scripts that match your personal writing voice, which you can review and approve before sending. In addition, Momentum automatically logs all emails, calls, and meetings into your connected CRM, eliminating manual data entry while tracking key donor milestones like birthdays, pledges, and stewardship touchpoints.

What Momentum (Acquired by Virtuous) does

Draft donor outreach emailsLog donor interactions to CRMScore donor giving capacityGenerate donor engagement plansSet donor follow-up remindersCreate outreach cadencesPrepare phone call scriptsDaily inbox summary prioritizing top donor outreach tasksDrafts emails and call scripts trained on your writing voiceAuto-syncs emails, phone calls, and meetings to your CRMAutomated alerts for donor birthdays, pledges, and milestonesBuilt-in wealth, net worth, and giving capacity scoringMulti-step donor engagement flows and follow-up cadencesRequires human review and approval before sending messages

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Momentum, donor outreach, fundraising AI, donor management, nonprofit CRM, email drafting, Virtuous, Salesforce integration, Blackbaud integration, donor stewardship, major gifts, wealth screening, donor intelligence, task prioritization, CRM sync