Mozart Works
    Donor CRM

    Every donor.
    One screen.

    A donor system that watches the pipeline so you don't have to — surfacing major gifts, flagging lapses, and writing the next-best ask before you open the file.

    Donor profile
    Margaret Chen · live
    Live
    Diane Park
    Diane Park, Northshore Conservatory — nine major gifts surfaced from the existing list in one quarter.
    See

    A donor 360 that actually feels like 360.

    Gifts, events, emails, calls, soft credits, family ties — every signal on one quiet page. No tab graveyard, no double entry.

    Mozart donor profile
    A gift officer reviewing their Monday queue
    47
    warm prospects surfaced this quarter
    Northshore Conservatory · Q3 pipeline
    Move

    Pipeline that nudges back.

    Mozart watches every prospect — flags the warm ones, surfaces the lapsed, suggests the ask. Your officers walk into Monday with a queue, not a question.

    Close

    Forecasts you can actually plan against.

    Probability-weighted pipeline, stage velocity, officer load — board-ready by Sunday night, with the math you can defend.

    Mozart pipeline dashboard
    Inside the CRM

    Four things Mozart does, automatically.

    Pipeline hygiene, donor research, follow-up prompts. The boring system work that quietly compounds.

    Donor pipelineLIVE
    $1.2M · 47 prospects · Q2
    Discover
    18$420k
    K. PatelB
    $5k
    R. DiazB
    $8k
    S. AhmedC
    $3k
    Cultivate
    14$380k
    J. OkoroA
    $15k
    L. ParkB
    $12k
    T. SinghB
    $9k
    Solicit
    9$280k
    M. ChenA
    $25k
    D. KleinA
    $18k
    Steward
    6$120k
    A. VanceA
    $50k
    B. NwosuA
    $22k
    Pipeline

    Stages that move themselves.

    Gifts, meetings, and signals advance prospects automatically. Your kanban stays current without anyone touching it — no Monday-morning data cleanup before the team can plan the week.

    MC
    Margaret Chen
    donor · 6 yrs · 18 gifts
    Lifetime$42,800
    Last gift$1,000
    Peer median$12k
    Board ties2
    majorboardarts
    Recommended askAI · 92%
    $0
    over 3 yrs · spring meeting · unrestricted
    Why this number
    3 $1k gifts / 90dwealth matchopened year-end x4
    Capacity
    A · high
    AI ask

    Capacity, scored.

    Wealth, giving history, peer benchmarks. Mozart proposes the ask amount and the cadence — you approve, edit, or override. The model learns from the calls you actually take.

    MC
    Margaret Chen
    23 touches · 6 yrs · $42,800 lifetime
    Auto-logged
    Gift · $1,000
    Online · unrestricted
    today
    Coffee meeting
    Cultivation · Tue 8am
    3d ago
    Email opened
    Year-end appeal · 4x
    1w ago
    Call · 12 min
    Diane → Margaret
    2w ago
    Event attended
    Gala · table 4
    1mo ago
    Timeline

    Every touch, captured.

    Calls, emails, meetings, soft credits — auto-logged and threaded by donor. No more "what did we say last time?" five minutes before the meeting starts.

    Live segment
    Lapsing mid-level donors
    4,820
    donors
    Filters · live
    Last gift< 24mo
    Gift size≥ $500
    Board ties= true
    Preview · top 3
    MC
    Margaret Chen
    $1k · 2mo ago
    A
    DK
    David Klein
    $5k · 4mo ago
    A
    LP
    Lin Park
    $750 · 8mo ago
    B
    Segments

    Live audiences.

    Lapsed mid-level, new major, board-connected — segments update the moment a donor crosses the line, so the right people get the right outreach the same day, not the next campaign.

    AI moments

    Three signals, three saves.

    The pattern your officers used to catch on a good week — surface a warm prospect, save a lapsing donor, queue the thank-you — now caught every day, automatically.

    Warm prospectCapacity ↑ · cluster of small gifts
    Lapsing donor12mo gap · re-engage sequence proposed
    Closed giftThank-you call queued for Tuesday
    Warm prospect surfaced
    just now · auto-detected
    AI drafting
    MC
    Margaret Chen
    donor · 6 yrs · 18 gifts
    AI insight
    Confidencehigh confidence · 92%
    Next step
    Schedule cultivation meeting · Tue 8am
    Customer Stories

    Real shops. Real retention.

    What development teams tell us after their first 90 days on Mozart CRM.

    Diane Park
    9major gifts

    We surfaced 47 warm major-gift prospects we already had, just couldn't see. Closed nine in a quarter.

    Diane Park
    Director of Development, Northshore Conservatory
    Marcus Reid
    +23ptsretention

    Our donor retention jumped from 38% to 61%. Mozart told us who was slipping before they slipped.

    Marcus Reid
    Executive Director, RiverCorps
    Priya Iyer
    94%adoption

    First time my team has actually used the CRM. The auto-logged calls did it.

    Priya Iyer
    VP Advancement, Mountain Schools Fdn
    Tomás Vega
    4hrssaved/wk

    Every meeting now starts with the AI brief. Saves my team 4 hours of prep a week.

    Tomás Vega
    Major Gifts Officer, BayLine Arts
    Hana Yoshida
    300orgs live

    Embedded the CRM into our SaaS for 300 nonprofits. Their development teams finally have a system that fits.

    Hana Yoshida
    Head of Product, Givingly
    The numbers
    +23

    Average retention lift, in percentage points, for orgs running on Mozart CRM for a full year.

    Mozart CRM results dashboard
    Questions & Answers

    CRM FAQs

    Ready to find the gifts already in your list?

    Bring your data. We'll surface the prospects, queue the asks, and tell you who needs a call this week.