The donor CRM
that does the work.You approve it.
Road drafts your thank-yous, notices your lapsing donors, and pulls the numbers you need — then waits in your Approval Inbox. Nothing reaches a donor without you. Not as a setting you can switch off. As how it’s built.
Dear Sarah,
Your gift of $2,500 to the youth program means three more students start the semester with everything they need — books, a laptop, and bus fare through June.
After our conversation in March, I thought you’d want to know exactly where it landed. I’ll send you the scholarship cohort update you asked about as soon as the term wraps.
With gratitude,
Maya
Every draft waits here
for your yes.
- Cleared this week
- 47 drafts
- Your review time
- ~10 min a day
- Sent without you
- 0 · ever
It reads the record
before it writes a word.
- Donor data privacy
- Never used for training
- AI provider choice
- OpenAI · Anthropic · Local
- Markup on AI costs
- $0 · direct pricing
The busywork runs itself.
The sending still doesn’t.
- Triggers
- gift · pledge · tag · date
- Build it
- no code, or ask Road
- Emails it can auto-send
- none
| DONOR | LAST GIFT | LIFETIME | GAVE LAST YEAR | LAPSE RISK |
|---|---|---|---|---|
| Marcus Webb | May 2025 | $9,400 | $2,400 | High |
| Priya Raman | Apr 2025 | $6,150 | $1,800 | High |
| Bell Family Trust | Mar 2025 | $21,000 | $5,000 | Medium |
| Dana Whitfield | Feb 2025 | $3,300 | $1,200 | Medium |
| Owen Castellanos | Jan 2025 | $4,750 | $950 | Low |
| Hana Okonkwo | Dec 2024 | $12,600 | $3,100 | Low |
Ask a question in plain
English. Keep the answer.
- Built in
- LYBUNT · retention · pyramid
- Your dashboard
- 30+ widgets
- Saved queries become
- live reports
Like a great assistant,
it drafts. You decide.
Road’s AI already knows your donors. Every gift, every household, every note is right where it works — so the drafts come out personal, not generic.
It knows Sarah gave $2,500 in March
Every draft starts from the donor’s real history — the household, the soft credits, the last conversation your team logged. Not a mail-merge template with a first name dropped in. The Road AI Agent reads the full record before it writes a word.
introduced by Marcus Webb, 2023relationships
“wants updates on the scholarship cohort”Mar 12
Stripe · receipt sent · acknowledgment rule matchedMar 9
logged by youFeb 2
waiting in your Approval Inbox2m ago
Road AI Agent wants to make this change. Review the details before approving.
- Contact
- Sarah Chen · #1042
- Add tag
- major-prospect
- Donor rating
- Major
- Log activity
- Call · Mar 12 · “scholarship cohort”
And it asks before it acts
Tag a donor, log a call, update a record — Road shows you exactly what it wants to change and waits for your yes, right in the chat. Outbound emails queue in your Approval Inbox the same way. Every decision — yours or the AI’s — lands in the audit log.
Works with what you already use
Take donations with built-in Stripe giving pages, send from your own email domain, text donors through Twilio, and reconcile against QuickBooks. Your history comes with you too — import from Virtuous or FundraiseUp in an afternoon, not a quarter. No migration consultant.
Know your numbers before
the board meeting starts
Real-time LYBUNT & Lapsed Donor Recovery
Most CRMs make you write SQL or fight with multi-step report builders just to find out who didn’t renew. Road tracks your LYBUNT (Last Year But Unfortunately Not This Year) count in real time, flags donors when their giving cadence slips, and queues up re-engagement drafts automatically.
Year-End Tax Statements in 4 Seconds
January shouldn’t be spent doing mail-merges in Word. Road compiles every donor’s annual gifts, applies official IRS substantiation text, and generates archived PDF statements in bulk. You can send them with one click or export a batch for the mail house.
Donors slip away quietly.
Road notices.
Ask it like you’d
ask a colleague
The Road AI Agent sits beside every page. Ask about a donor’s history, draft an appeal, log a conversation, or pull year-end numbers. It answers from your live donor records and queues every proposed change for your review. Powered by your choice of OpenAI, Anthropic, or private local models — with zero lock-in and zero markup.
Get started freeThree donors in Denver are due a touch: Sarah Chen (gave $2,500 in March, no contact since), the Webbs (15-year monthly donors, just retired), and Northgate Foundation (renewal conversation due in July). Want me to draft intro notes for each?
You bring the donors.
Road does the rest.
Bring your donors over
Import from your spreadsheets (Excel, Google Sheets), CiviCRM, QuickBooks, or any CSV export. Road stages every record, catches duplicates, and flags unallocated gifts for review — so nothing commits until you’ve checked it.
Road gets to work
Point it at the backlog — unthanked gifts, lapsed donors, the report you’ve been putting off. Everything it produces queues up; nothing goes out.
You read and approve
Open your inbox, read each draft, approve the ones that sound like you. That’s the whole job now.
The whole job, covered.
Down to the January statements.
Year-end statements
Any donor's tax-receipt PDF for any year, generated the moment you need it.
Acknowledgment rules
Set your thank-you policy once; every new gift queues an acknowledgment from your templates.
Grants
Proposals by stage, awards, and funder report deadlines that surface before they're due.
Pledges & sustainers
Installment schedules, overdue alerts, and automatic retries when a recurring card fails.
Volunteers
Opportunities, shifts, sign-ups, and logged hours you approve — on the same contact record.
Households & soft credits
Credit gifts the way families actually give them.
Portfolios
Assign donors, set cultivation stages, and work your major-gift list.
Segments & custom fields
Shape Road around your data — saved segments, fields of your own.
Your donors are
not our product
Open source, fully auditable
Road is AGPL-3.0. Anyone — including your board’s most skeptical member — can read exactly what happens to your donor data. Nothing is sold, mined, or shared.
Runs on your own server
One command: docker compose up. Your building, your database, your rules. Or let us host it and never think about servers.
Leave anytime, take everything
Your full donor history exports to CSV whenever you want it. If we ever stop earning your trust, your data walks out the door with you.
Pricing you don’t have to
book a call to see
The full platform, open source under AGPL-3.0. Bring your own AI key or run a free local model, deploy with one Docker command. No limits.
View on GitHub →Fully managed cloud hosting with AI included. Nothing to maintain or configure. Simple pricing published in the open — no mandatory sales calls, no per-seat surprise.
Get started free →Good questions
deserve direct answers
No — and not as a policy you have to trust, but as how Road is built. Everything Road writes waits in your Approval Inbox until you approve it. There is no “send without review” mode.
Yes. Road is a full donor CRM — contacts, donations, pledges, grants, campaigns, households, volunteers, reports, and an overview dashboard you compose yourself from 30+ widgets — not an add-on that sits beside one. You import your data and switch.
You'll catch it before any donor does — that's the point of the inbox. Reject it and ask again, or tighten your email templates; Road drafts from your real donor records and the templates you keep, so the more history it has, the closer it sounds to you.
No. The managed cloud is sign-up-and-import. Self-hosting is one Docker command, if your organization prefers to keep everything on its own server.
On your own server, if you self-host — including the AI, which can run locally via Ollama so donor data never leaves your machine. On the managed cloud, every workspace is isolated at the database level, we sign a DPA, and nothing is sold, mined, or shared. Either way, your full history exports to CSV whenever you want it.
Nothing to us. Road runs on your own OpenAI or Anthropic key, or a free local model via Ollama. You pay your AI provider directly — no token markup, no per-message fees.