How is your nonprofit using the platform?

We want to hear from you!

Are you using the platform for project management, a CRM for your donors, task lists, managing your fundraising and grants pipeline? We want to know what you are using for and what resources you want to see us create to set you up for even more success in the future.


We are somewhat new to’s Enterprise platform. We have been using for primarily for project management and workflows in addition to order fulfillment and their corresponding workflows (integrated with Survey Monkey).

Hi @Leslie1 thanks so much for sharing how you are using the platform. Have you applied for our nonprofit discount and checked out our landing page? If not, you can take a look here:

We are using it extensively for all our marketing comms and digital tasks. It’s saved us so much time being able to filter jobs to the relevant departments using automations.

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Thanks so much for sharing! Did you use specific templates or create your boards from scratch? Are there any resources that were helpful?