Connected organization management
Contacts & relationships
Know the people behind your mission. Keep memberships, gifts, activities, and volunteering connected to one contact record.
Everyone belongs in the same picture.
Keep the full relationship, not just a name and email.
Illustrative interface using fictional demo data.
What you can do
Small details. A big difference.
Bring this part of your organization's work into the same connected place as everything else.
One record for members, donors, volunteers, and program participants
CSV import and export, with duplicate detection and careful merging
Custom fields, tags, notes, relationships, and activity history
Useful views for expiring memberships and lapsed donors
A simpler workflow
Get from planning to doing.
Bring over an existing contact list
Add context with tags and custom fields
See participation, giving, and membership together
Explore more of Canopy
A more connected way forward
Give your team room to do more good.
Tell us what you're managing today. We'll explore whether Canopy is the right fit for your organization.
Start a conversation