The unified record at the center of ClearWind.AI. One person — one record — every relationship visible. The CRM that makes every other module possible.
The CRM enforces the canonical model that every other module relies on. Roles attach to identity, not the other way around.
One identity per person across individuals, organizations, and households. Role-based access controls what each staff member sees — a development officer sees donor, volunteer, and event activity; case staff see what their role permits. The duplicates disappear; the boundaries between programs stay intact.
Fuzzy match on create at 92%+ similarity. Nightly batch ML scan catches missed duplicates. Ambiguous matches escalate to LLM resolution with audit trail.
Parent–child–sibling graphs with giving rollup at the household level. Recognition tiers computed across all members. Configurable household rules for your org.
Per-channel opt-in/opt-out (email, SMS, mail, phone) with full preference history and "can-send" validation enforced before any campaign goes out.
Batch address verification via NCOA. Address change events propagate to households. Mailing-eligible vs returned-mail flags maintained automatically.
Six-component weighted model: recency, frequency, monetary, participation, advocacy, influence. Configurable per org. Visible everywhere.
A complete erasure workflow when a constituent asks to be removed — consent tracking, withdrawal logs, full data exports, and a verifiable audit trail your privacy officer can defend.
Find people by who they are, not just by exact name match. "Show me donors interested in housing programs who haven't given this fiscal year." Done.
Score donors and members across giving, volunteering, and event participation. Surface anomalies before churn.
Discover connections across constituents — household ties, employer overlap, board interconnects, shared affiliations.
Optional integration with public-source enrichment (Clearbit, FullContact). AI summarizes profile signals for staff.
When a person exists as four fragmented records, you can't make smart engagement decisions. With one canonical record, every team operates on the same identity — and role-based access ensures development sees development context, case staff see case context, and the boundary between fundraising and services is never crossed unintentionally. A development officer drafting an appeal sees a quiet "hold this ask" flag when the system needs them to wait. They don't see why. They don't need to.
Switching from legacy software? Our AI-assisted migration is often free. We confirm scope and any cost before you commit. Learn about Migration →