Connect
Every connection tells a story. Equipoise lets you read it.
One timeline. Every purchase, donation, ticket, email, and conversation — linked to one person, updated automatically, visible at a glance.
The Timeline
One person, one story.
Sarah donated $100 in January, attended your gala in March, opened your last three newsletters, and just submitted a volunteer form. She's a VIP. You know this because the system tracked it — not because someone updated a spreadsheet.
Every significant interaction creates a timeline entry automatically — 68 activity types across 8 categories, all in one scrollable, filterable view.
- Automatic contact creation from every channel
- Purchases, donations, tickets, emails, auctions, and more on one timeline
- Filter by category — Commerce, Donations, Ticketing, Messaging, CRM, and more
- Clickable entries that link back to the source record
- Pin important items for quick reference
The system finds your most important people for you.
Behind the timeline, a weighted scoring system with 90-day time-decay automatically categorizes every contact. Recent activity matters more than old activity. You don't maintain this number — it maintains itself.
VIP
Score ≥ 10
Your most engaged supporters. Multiple purchases, donations, events, and email engagement.
Active
Score 3–10
Regularly engaged. Worth nurturing with targeted outreach.
New
Score 0–3
Recently arrived. The relationship is just starting.
Lapsed
Score < 0
Drifting away. Bounced emails, cancelled subscriptions, no recent activity.
Pipelines
Your workflow, your language.
Create multiple pipelines for different workflows. Track venue bookings and fan engagement side by side — same contacts, separate lanes. Kanban board view with drag-and-drop stage changes.
- Multiple pipelines per account — contacts in many pipelines at once
- Kanban board with drag-and-drop stage changes
- Four templates: Donor Cultivation, Sales, Booking, Simple — or create custom
- Stage-change history logged on each contact timeline
- Plan-gated: 1 pipeline on Starter, up to unlimited on Organization
Segments
Find exactly who you need.
Build dynamic audiences with criteria-based filters — donation history, purchase activity, engagement level, tags, dates, and more. Combine conditions with AND or OR logic. Automatic smart segmentation groups contacts by their behavior patterns.
- Ten pre-built system segments out of the box
- Unlimited custom segments with live contact counts
- Filter by donations, purchases, tags, opt-ins, and source
- Segments update dynamically as contact data changes
- Use segments to target email campaigns instantly
Stay organized. Stay on top.
Tags, tasks, and a chronological timeline keep your team aligned.
Tags
Flexible labels for categorization and segmentation. Auto-tag contacts by channel — attendees, customers, donors, newsletter — or apply your own.
- Global tag library with account-scoped application
- Bulk tag assignment
- Tag-based segment filtering
Tasks
Assign follow-ups to team members with priorities, due dates, and reminders. When a task is completed, it logs automatically on the contact timeline.
- Nine task types: call, email, meeting, follow-up, and more
- Filter by status, assignee, or due date
- Automatic activity logging on completion
Activity Timeline
A chronological record of every interaction — 68 activity types covering purchases, donations, emails, tickets, and more, plus manual entries for notes, calls, and meetings. Pin important items to the top.
- Automated logging across purchases, donations, tickets, emails, auctions, and more
- Filter by category — Entry, Messaging, Commerce, Donations, Ticketing, Auctions, CRM, Support
- Manual entries for calls, meetings, and notes
- Pin important items for quick reference
Connections
See the bigger picture.
Group contacts under organizations and map relationships between people. Understand households, companies, boards, and referral networks at a glance.
- Organizations: companies, households, foundations, schools, and more
- Role assignments and primary contact designation
- Aggregate financials across all linked contacts
- Bidirectional relationships: spouse, parent, employer, referral
- Board member, assistant, colleague, and sibling mappings
Data Quality
Clean data, no accidents.
Detect duplicates automatically and merge them safely. A dual-confirmation architecture ensures no records are combined by mistake.
- Automated duplicate scanning by name and phone
- Side-by-side comparison before merging
- Both contacts confirm via email before merge executes
- Dismiss false positives so they never reappear
- CSV import and export with downloadable template
The CRM that already knows everything.
Mailchimp knows someone opened an email. Eventbrite knows someone bought a ticket. Shopify knows someone bought a shirt. None of them know it's the same person.
Equipoise does. Because the CRM isn't a separate tool — it's the connective tissue. Every purchase, ticket sale, donation, email campaign, and point-of-sale transaction flows into the contact record automatically. No syncing, no CSV imports, no integrations to maintain.
Embeddable contact forms, webhook notifications, and a RESTful API let you connect external tools when you need to. But for most teams, everything you need is already here.
Ready to see the full story?
CRM is included on every plan. Start today.