Reach out to your donors quicker than ever before.
Momentum makes it easy to reach out to your donors through multiple channels—while keeping everything tracked and logged behind the scenes.
Whether you're sending an email, drafting a letter, preparing for a call, or writing a card, Momentum gives you tools to create personalized outreach, and then syncs completed actions back to your CRM automatically—no extra work required.
Email (Integrated Send + Sync)
Momentum integrates directly with your email provider (Outlook or Gmail), so you can:
- Send 1:1 emails directly from the platform
- Track when emails are sent
- Automatically log the email and its contents back to the donor's CRM record
Use the AI Writer to draft messages, or start from a template—either way, it’s fully editable before sending.
Letter, Handwritten Card, and Call Outreach
For outreach methods we can’t send for you, Momentum still saves you time:
- Letter: Draft a formal message using AI or a saved template, then print and send manually.
- Handwritten Card: Get a warm, informal message ready to copy by hand.
- Call: Receive a personalized call script with key donor context.
After completing any of these outreach types, simply mark the action as complete, and Momentum will log the interaction to your CRM—keeping your records clean and up to date.
Seamless CRM Syncing
No matter the method, all completed actions are:
- Automatically logged to your CRM
- Time-stamped and tagged by outreach type
- Linked to the donor record so your entire team stays in the loop
You don’t have to copy/paste notes, forward emails, or remember to update your CRM—Momentum handles it for you.
All Outreach Happens From the Inbox
You’ll manage all donor contact from your Inbox, where each action includes:
- The recommended outreach method
- AI-powered drafts or scripts
- The ability to schedule, edit, or complete the task
- A follow-up flow if needed
TL;DR
Use Momentum to: Contact donors by email, letter, card, or phone—with smart drafts and seamless CRM syncing
You can: Send emails directly, and draft/log everything else
Momentum handles: Syncing all completed outreach to your CRM automatically
Where to do it: Right from your Inbox, one touchpoint at a time