01
Native GiveCentral integration
Every gift through GiveCentral posts directly to the right donor record in real time. No middleware, no nightly sync, no spreadsheet exports. The payment platform and the CRM are one system.
GiveCentral · Early access preview · 2026
The donor CRM built
for Catholic dioceses. Finally.
Atlas is built natively on GiveCentral's giving infrastructure, designed around the Diocese → Parish → Household hierarchy your team actually works in — not retrofitted from a generic nonprofit platform.
Why Atlas
Built for the way you actually work
Every other CRM makes Catholic dioceses adapt to a generic nonprofit structure. Atlas was designed from the ground up around the diocese–parish hierarchy, the CMA, and the way Catholic stewardship actually works.
02
Diocese → Parish hierarchy built in
Atlas is the only CRM with Diocese, Parish, Household, and Individual as first-class entities. CMA parish progress, pastor-scoped reports, and diocesan rollup all work exactly as your team expects.
03
Guru AI — query in plain English
"Show me donors who gave to last year's capital campaign but haven't pledged this year." Type it. Guru answers it. No reports to build, no exports to run — your data talks back.
04
Pledge management that actually works
Committed vs. cash received. Installment tracking. Past due reports. Write-off workflow with diocese approval. Cash flow projections. Everything your finance team needs, not an afterthought.
05
Address hygiene built in
NCOA, CASS, deceased record monitoring, email validation — all automated before every mailing. Atlas protects your CMA budget by keeping your list clean without manual effort.
06
Parish access — right data, right person
Pastors get clear parish reports. Parish admins get scoped donor access. The diocese sees everything. One database, intelligent access controls, no confusion about who sees what.
Live preview — 22 screens
Click any screen
to watch it live
Each card plays a real walkthrough video. Click any tile — the video opens instantly and plays in full screen.
22 screens · 20 videos
Core CRM4
Core CRM
Diocese Dashboard
Top-level diocese KPIs, campaign progress, recent activity, and quick actions for development staff.
● InteractiveCore CRM
Donors List
84,312 records with search, filter by parish and donor type, and inline status indicators.
● InteractiveCore CRM
Donor 360 Profile
Complete donor view — giving history, pipeline stage, wealth screening, household context, and Guru AI insights.
● InteractiveCore CRM
Advanced Batch Entry
Keyboard-driven batch entry for high-volume Sunday collection, with real-time accuracy scoring and GL coding.
● InteractiveMajor Gifts5
Major Gifts
Major Gift Officer Dashboard
Today's action list, pipeline by stage, recent wins, and portfolio KPIs for gift officers.
● InteractiveMajor Gifts
Moves Management Pipeline
Kanban-style pipeline across Identification, Qualification, Cultivation, Solicitation, and Stewardship.
● InteractiveMajor Gifts
Solicitor Performance
Gift officer goal attainment, contacts logged, pipeline value, visits, and proposals — side by side.
● InteractiveMajor Gifts
Wealth Screening
iWave integration, capacity ratings, wealth indicators, and portfolio assignment for major gift prospecting.
● InteractiveMajor Gifts
Meeting Brief Generator
AI-generated pre-visit brief: giving history, interests, last contact, suggested ask, and talking points.
● InteractiveCampaigns3
Campaigns
Parish Campaign Portal
Committed vs. cash received, gift type analysis, pledge fulfillment, past due, write-offs, and cash flow — scoped to parish.
● InteractiveCampaigns
Pledge Report
Full pledge summary with installment tracking, balance, fulfillment rates, and overdue flags.
● InteractiveCampaigns
Events Dashboard
Event registration, attendance tracking, check-in management, and post-event giving attribution.
● InteractiveOutreach3
Outreach
Communications & Email
Email campaigns, open and click rates, automation workflows, unsubscribes, and CAN-SPAM compliance.
● InteractiveOutreach
Guru AI Query Interface
Natural language queries over your entire donor database — ask anything, get answers instantly.
● InteractiveOutreach
Smart Triggers
Automated workflow triggers — event-based actions, conditional logic, notification workflows, and integration event handlers for streamlined operations.
● InteractiveData Health2
Data Health
Deceased Donor Management
LexisNexis/SSDI batch matching, Legacy.com monitoring, staff confirmation workflow, and automated suppression.
● InteractiveData Health
Duplicate Management
Confidence-scored duplicate detection, before/after diff, Tier 1 merge approval, and audit trail.
● InteractiveReports & Integrations8
Reports & Integrations
Reports Overview
61-report library with scheduled delivery, recently run reports, and custom report builder.
● InteractiveReports & Integrations
GiveCentral Sync
Live sync status, real-time event log, reconciliation queue, and one-to-one GC account mapping.
● InteractiveReports & Integrations
Integrations Hub
All connected services — iWave, SmartyStreets, Melissa Data, ZeroBounce, DocuSign, and more.
● InteractiveReports & Integrations
Donor Login Portal
Donor-facing portal — giving history, pledge status, tax receipts, and payment method management.
● InteractiveReports & Integrations
User & Roles
Role-based access control, user management, permission hierarchies, and audit trails for administrative oversight.
● InteractiveReports & Integrations
Task & Reminders
Task assignment, deadline tracking, automated reminders, and staff task list prioritization for workflow management.
● InteractiveReports & Integrations
Tags
Custom donor segmentation, tagging and filtering for targeted campaigns, gift tracking, and group management.
● InteractiveReports & Integrations
Location Portal
Multi-location management — branch performance metrics, inventory tracking, staff coordination, and local reporting across diocesan locations.
● InteractiveProduct Roadmap
Built in three phases.
Shipping in 2026.
Atlas is being built with founding dioceses in the room. Each phase ships a complete, usable layer — no half-finished features, no big-bang launches.
Currently in active design
- Diocese Dashboard & KPI rollup
- Donor 360 profile view
- Parish hierarchy data model
- GiveCentral real-time sync API
- Batch giving entry interface
August 2026
Foundation
Diocese and parish hierarchy, donor profiles, GiveCentral payment sync, batch giving entry, scoped parish access controls , CMA campaign tracking, pledge management with installment schedules, major gifts pipeline.
September 2026
Advance CRM Features
Moves management, wealth screening, and email outreach automation.
November 2026
AI Intelligence Layer
Guru natural-language queries over your entire database, AI meeting brief generation, predictive donor scoring, NCOA/CASS address automation, and advance duplicate detection.
★ Founding partner programme · 5 spots available
Help shape Atlas.
Launch it with us.
We're inviting five founding dioceses to shape Atlas from the ground up — not as beta testers, but as co-builders. You'll have direct access to the product team, your real workflows will drive design decisions, and you'll launch on Atlas before anyone else.
In exchange, we ask for honest feedback, real use cases, and the willingness to tell us when something isn't working. Two spots are already in conversation.
50% off migration — Your data migrated from Raiser's Edge or any existing CRM at half our standard migration rate.
Direct product influence — Monthly sessions with the Atlas product team. Your workflows shape what gets built and in what order.
First live — Your diocese goes live on Atlas before any public launch — with dedicated implementation support.
2028 parish pathway — Your parishes get self-service access and the parish portal rolled out as a priority in Phase 3.
Founding recognition — Recognized as a founding diocese partner in the product, at GiveCentral events, and in press.