For Canadian fundraising teams
A small team.
A remarkable capacity
to fundraise.
Know every donor. See the next move. Follow through like you have a whole team behind you.
Your relationships. The whole picture.
A little more clarity. A lot more possibility.Someone worth a conversation
AAC: access to the donor (0–4), affinity for your mission (0–4), and giving capacity (0–9). Together, a rating out of 17 to guide your judgment, not predict a gift.
The campaign, in perspective
The context to make your next conversation count. The visibility to know where you stand.
The work is personal.
Your system should get that.
You remember the conversation after the performance. The reason someone first gave. The introduction that could open a door.
Relae brings that knowledge together with your giving records and follow-ups. So every relationship gets the care it deserves, even when you are wearing every hat.
For teams with ambition bigger than their headcount.
Be there for the conversation.
The coffee after a performance. The introduction at an opening. The thank-you that turns a gift into a relationship. That is the work Relae makes room for.
From scattered information
to your next good move.
One connected place to understand your donors and keep the work moving.
Bring it together
Know the person.
See the whole history.
Gifts come from different places. Names show up differently. Relae helps connect the records so you can work from a clearer picture of each donor.
Marguerite Okafor
Every conversation, connected
Add a note
Marguerite pledged $2,500. Follow up next Tuesday.
Ready for your review
- Gift
- $2,500 pledge
- Next step
- Follow up next Tuesday
You review. You decide.
Keep the momentum
A good conversation.
A clear next step.
Capture the promise, the amount and the follow-up while they are fresh. Review what Relae picks up, confirm it, and move on with your day.
Make the next move count
More context.
Better conversations.
See giving history and relationship context alongside suggested next steps. Bring your judgment. Relae brings the details back into view.
A capable partner. Your judgment.
You keep the
final say.
Review before it becomes a record.
Check what Relae has understood before confirming captured information.
See the thinking behind the next step.
Relationship context sits alongside the suggestion, so you can decide what makes sense.
Built around the work you actually do.
Donor records, pledges and follow-ups belong together. Your team should not have to connect them by hand.
Your relationships. Your data.
You keep ownership. Your organisation retains its donor records and related ratings. Export tools let authorised team members take records and reports with them.
Access stays controlled. Organisation separation, role-based access and encryption in transit and at rest help protect donor information.
Know where it goes. Our policies describe how information is used, where it is processed and which providers are involved. Website inquiries and customer donor records have different purposes.
Keep what works.
Give your team more to work with.
Relae sits on top: it reads your CRM in and exports back out. Nothing migrates, and your CRM stays the book of record.
You get the clean matched gifts and the follow-up list a CRM never builds for you.
Relae is your donor record from day one: one clean, deduplicated record of giving, without standing up a heavy CRM.
Bring what you have. Eventbrite, CanadaHelps, the bank, cheques, spreadsheets. Your data stays yours.
A few good questions.
How does Relae help a small team do more?
It connects your giving records, donor context and next steps. See the history before a conversation, keep follow-ups in view, and bring the same clean record into your reporting.
Do we need to replace our CRM?
No. Relae can sit alongside your existing CRM, or become your donor record if you work from spreadsheets. Start with what your team already uses.
How do we bring our records together?
Bring your giving exports and donor records. Relae connects the confident matches and puts uncertain ones in front of you for review.
Can I see why a next step is suggested?
Yes. Relationship context and giving history sit alongside the suggested follow-up, so you can decide what makes sense for the person.
Does Relae make changes without us?
Captured notes and proposed updates are shown for review. Confirm the details before they become part of the record.
What can we share with finance?
Reconciled donor totals, an exception list and year-end summaries. Canadian donation receipting can be configured with you during onboarding.
What does it cost?
Our subscription model is based on your organisation’s annual budget band, with the included seats and annual fee confirmed in an order form. Any beta free period is stated there too. Joining the waitlist creates no subscription or payment obligation; you review the offer before agreeing.
How do we get started?
Request early access below. We will get back to you about the Canadian private beta and the right setup for your team.
A little team can do something remarkable.
Know more. Do more.
Keep it personal.
Make room for the relationships that move your mission forward. Be part of what comes next.
Request early accessEarly access & closed beta
Put more possibility behind your fundraising.
Tell us where your organisation works. Apply for early access or join the closed beta waitlist for your region. We will help you find the right starting point.