Nonprofits CRM

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  1. Nonprofits CRM
  2. Your CRM assistant
Reference

Put an AI agent to work in Nonprofits CRM

Use Proto to prepare constituent records and inspect funding handoffs.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Relationship Manager: Ask for the open opportunities and follow-ups linked to a constituent before a call.
  • Proposal Coordinator: Ask for the case lines and program context on a qualified opportunity before submission.
  • Pledge Coordinator: Ask which pledges are Submitted and what supporting attachment references are present.
  • Development Director: Ask for Won and Lost outcomes, the linked operation receipts and cases that need review.

What stays with a person

  • The Relationship Manager owns the relationship, the Proposal Coordinator owns the case, and the Independent Reviewer checks the pledge before it is submitted.
  • Proto can organize the records and prepare a review, while the named reviewer must inspect the pledge and make the decision.
  • Confirm any external correspondence and financial receipt in their respective systems.

The Relationship Manager owns the relationship, the Proposal Coordinator owns the case, and the Independent Reviewer checks the pledge before it is submitted. Proto can organize the records and prepare a review, while the named reviewer must inspect the pledge and make the decision. Confirm any external correspondence and financial receipt in their respective systems.

Set up Nonprofits CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started