A clearer picture of every donor.
Connecting donor records, duplicate detection and consent rules in a single validation process.
Many records.
One clearer picture.
for review
Connected stages
Illustrated workflow, with ownership at each handover.
Review where it matters
AI supports preparation; people own decisions.
Measures from the start
Duplicate rate, unresolved exceptions, review time and consent-conflict resolution.
The problem worth solving.
When a supporter appears more than once in a CRM, the records can disagree. Different contact details and consent preferences make it difficult for teams to know which information to trust.
A better way to work.
A validation layer designed to flag likely duplicates, compare conflicting fields and route exceptions to a human reviewer. Consent decisions are treated as a distinct control, with provenance retained for review.
A useful idea.
A working rhythm.
Explore a simplified view of the workflow. Every record is fictional; the controls let you see how the experience fits together.
Try the tabs and controlsOne record. A clearer answer.
Supporter D-104
Email preference
Permission recordedSource: CRMSupporter D-108
Email preference
Conflicting informationSource: importIncoming donor record
Validate & flag conflicts
Human review of exceptions
Update with an audit trail
Make the difference
visible.
Duplicate rate, unresolved exceptions, review time and consent-conflict resolution.
- Fewer duplicate records entering daily workflows
- Clear ownership of conflicting information
- More reliable reporting and contact decisions
