Why it matters
One connected place for this work.
The main feature grid covers the big product areas. This page is the practical inventory: the management tools, controls, queues, reports, and review surfaces teams still need every day.
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And More
The Full Sapling Feature Set
Sapling includes the operational tools around the core CRM: tags, tasks, permissions, auditability, data health, storage, exports, queues, reports, and specialized giving workflows.
Workflow, tags, and tasks
The everyday operating tools that keep work visible and assigned.
- Team tags and personal tags
- AI-managed tags
- Task management
- My Tasks
- Contact tasks
- Event tasks
- Follow-up queues
- Saved operational views
- Portfolio worklists
Giving and stewardship
Gift-management workflows that need structure without becoming separate systems.
- Gift records
- Recurring giving management
- Legacy giving management
- DAF management
- Passthrough gifts
- Soft credits
- Matching gifts
- Miscellaneous giving management
- Anonymous giving management
- Receipt templates
- Receipting queue
- Year-end statements
- Refund review
Data operations and governance
The maintenance layer for cleaner records, safer access, and better exports.
- AI-driven imports
- Import review and cleanup
- Duplicate review
- Data health review
- Storage optimization
- File storage
- Download queue
- Export jobs
- Audit logs
- Dynamic permission sets
- Permission visibility checks
- System logs
Planning, reporting, and review
The reporting and planning surfaces teams use to see what changed and decide what to do next.
- Curated report library
- Geographic reports
- Trend reports
- Portfolio views
- Donor lifecycle reports
- Campaign reports
- Event reports
- Campaign planning
- Direct mail coordination
- Downloadable reports
- Ask Orchid on contacts
Payments and connected channels
Payment and channel context that can stay close to donors, gifts, receipts, and reports.
- Sapling Pay context
- Processor transaction IDs
- Payout context
- Donation pages
- Event registrations
- Membership and dues paths
- Sponsor-funded fee coverage
- Card update notices
- Failed payment review
Communications and content
The message layer that keeps fundraising communication tied to CRM context.
- Marketing emails
- List kinds
- Subscribers
- Email templates
- Merge fields
- Unsubscribe handling
- Receipt email copy
- Refund notice copy
- Event follow-up
Planning and reporting support
The broader product includes the report and planning surfaces teams use to see what changed and decide what to do next.
- Curated report library
- Geographic reports
- Trend reports
- Portfolio views
- Campaign planning
- Direct mail coordination
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