Relationship CRM
Company-scoped contacts, notes, classifications, relationship history, follow-ups, and contact-specific workflows.
Relationships. Operations. Measurable follow-through.
See the whole relationship. Move every next step forward.
NEXT Impact 360 connects relationships, email, text messaging, tasks, projects, tours, reporting, and company operations in one secure platform.
One connected operating platform
More than a CRM—and built around the work that follows every relationship.
Give teams a shared place to understand context, coordinate action, protect sensitive data, and report on progress.
Tasks & Projects
Prioritized tasks, project conversion, subtasks, owners, deadlines, notes, archives, and accountable execution.
Unified Email & Text
A shared Gmail, Outlook, SendGrid, and text-message workspace with conversation history, attachments, privacy controls, and contact linking.
Tours & Forms
Visitor check-in, expected guests, post-tour forms, photos, staff review, follow-up tasks, and engagement tracking.
Reports & Annual Planning
Company-aware reports, saved views, annual-plan updates, exports, pipeline visibility, and operational dashboards.
Raiser’s Edge Coordination
Constituent and Action Note flat files, batch audit, resend controls, ID tracking, and controlled note export.
Multi-Company Workspaces
Separate company branding, contact types, users, roles, modules, background colors, workflows, and data boundaries.
Security & Governance
Role groups, feature permissions, tenant isolation, training gates, audit history, release readiness, and safe archives.
Communication that stays connected
Every message becomes part of the relationship—not another disconnected inbox.
Connect staff Gmail and Outlook accounts for correspondence, use SendGrid for permission-based email campaigns, and manage two-way Twilio texting from the same company-aware workspace.
GmailOutlookSendGridTwilio SMS
One company-aware inbox
See synchronized email and text conversations beside the contact, notes, tasks, and projects they belong to.
Two-way business texting
Send, schedule, and receive text messages with delivery status, attachments, reply tracking, and company-specific sending numbers.
Responsible campaigns
Create email or text campaigns with merge fields, scheduling, recipient-level results, retries, and automatic failure recovery.
Consent built into delivery
Enforce opt-ins, STOP and START requests, unsubscribe groups, bounce suppression, complaints, and company-specific preferences before sending.
Durable scheduling
Background jobs retry temporary failures, preserve delivery history, and surface account health without losing scheduled work.
Communication-driven follow-through
Turn replies, delivery failures, unsubscribes, and incoming messages into workflow events and clear next steps for staff.
From connection to impact
A clear operating rhythm for the entire team.
NEXT Impact 360 keeps knowledge from being trapped in inboxes, text threads, spreadsheets, or individual memory.
See the full relationship
Bring contact details, correspondence, notes, tours, tasks, projects, and history into one dependable record.
Turn insight into action
Assign the next step, prioritize it, connect it to a project, and keep every owner clear on what happens next.
Measure the impact
Use dashboards, reports, annual plans, audit trails, and exports to understand progress and improve follow-through.
Designed for responsible growth
Flexible for multiple companies. Controlled down to the user and function.
- Separate company data, branding, contact types, modules, and workflows.
- Role-based permissions, training requirements, privacy controls, and audit logging.
- Connected Gmail and Outlook with unmatched-message review, safe contact linking, and attachment history.
- Two-way texting and email campaigns with consent, unsubscribes, delivery tracking, retries, and account health.
- Projects, tours, communications, reporting, annual planning, and release-readiness controls.