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GCC Profiles, Donor Agencies, Currency Preferences & More

Access Luxembourg and Netherlands foundations, trace connections with the Investor Network Family Tree, and tap into 1,000 new GCC profiles. Plus, automate workflows with Zoho Mail and WhatsApp.

What's New

Foundation Expansion

  • Added support for Luxembourg Foundations and Netherlands Foundations, expanding foundation coverage and fundraising opportunities.

Luxembourg Foundations

Netherlands Foundations

Investor Network - Family Tree

  • Introduced the Family Tree feature in Investor Network to improve relationship visibility and connections.

Client & RM Calendar Flow

  • Enhanced the Client–Relationship Manager (RM) calendar workflow to improve coordination and scheduling.

Donor Agencies

  • Added support for Donor Agencies, expanding fundraising intelligence capabilities.

Currency Preferences

  • Introduced Currency Preferences for a more personalized financial data experience.
Currency-Preferences

GCC Profiles Expansion

  • Added 1,000 GCC company profiles, expanding access to corporate intelligence and fundraising prospects.

Workflow Automation Integrations

  • Integrated Zoho Mail and WhatsApp into Workflow Automation to streamline communication and automate workflows.

Zoho Mail

WhatsApp

Credit Utilization – Subuser View

  • Added credit utilization visibility for subusers, improving transparency into credit consumption.