Moves Management

Automate the Process
Own the Journey

Transform the way you build donor relationships. BetterUnite’s Moves Management Suite brings together Workflows, Donor Journeys, and Portfolio Management, your complete system for turning one-time donors into lifelong supporters. 

REQUEST A DEMO SEE PRICING
Pillars-2

Need a smarter way to build and manage donor relationships?

BetterUnite’s Moves Management Suite gives you the tools to organize, automate, and optimize every step of your donor engagement. Map out personalized donor journeys, trigger automated actions, assign follow-ups to your team, and visualize where every relationship stands, all in one connected system.

Moves Management

Automation Solutions

Workflows and Automations

  • Automate donor communications, tasks, and follow-ups to save hours of manual work.

  • Trigger personalized actions based on donations, event attendance, or engagement.

  • Track every automation in real time with clear analytics and version control.

Streamline Donor Journeys

  • Build personalized donor paths that move supporters from first gift to lifelong giving.

  • Automate next steps with tailored communications, nudges, and team follow-ups.

  • Visualize every donor’s stage in real time and track conversions from prospect to major donor.

Portfolio Management

  • Track, forecast, and manage potential gifts with real-time insights into donor capacity and engagement.

  • Assign donors to staff or board members, ensuring every relationship has clear ownership and next steps.

  • Use data-driven projections to prioritize outreach and focus efforts where they'll make the biggest impact.

SOLUTION SUITE

Multiple use cases. Multiple solutions. 

event-icon2

Workflows & Automations

Design automated sequences that handle donor outreach, team tasks, and follow-ups, all triggered by real-time actions like donations, event attendance, or engagement. Eliminate manual busywork, maintain consistent communication, and free your team to focus on strategy rather than repetition.

icon3

Donor Journeys

Map every step of your donor lifecycle with intuitive, visual stages. From first-time gift to lifelong supporter, Donor Journeys help you personalize engagement, track progress, and automate next steps, ensuring no donor ever slips through the cracks.

event-icon3

Portfolio Management

Forecast giving potential and manage major donor relationships with precision. Assign portfolios to team members, track conversations and commitments, and visualize revenue projections. Use weighted metrics and analytics to focus on what moves your mission forward.

Don't just track donors — grow relationships that last.

The Moves Management Suite connects every touchpoint, turning routine outreach into meaningful moments. Build trust, nurture loyalty, and turn data into deeper human connection, all inside BetterUnite.

FAQ'S

Answers to the most common Automations questions:

How does BetterUnite’s Automation Suite help me save time?

BetterUnite automates repetitive donor management tasks, from sending thank-you messages to assigning follow-ups, so your team can focus on building relationships instead of managing spreadsheets.

What’s the difference between Workflows and Donor Journeys?

Workflows handle your behind-the-scenes automation — tasks, messages, and triggers. Donor Journeys map the relationship itself, showing where each supporter stands in your engagement pipeline and what comes next.

Do I need to connect other tools for this to work?

No integrations required. Everything — from automation triggers to donor tracking — is built directly into BetterUnite’s all-in-one platform.

 

Can I see where each donor is in their journey?

Yes! With Donor Journeys, you can visualize every stage of engagement — from first donation to major gift. Track movement, trigger actions automatically, and make sure every donor gets the right touch at the right time.

Nonprofits love us. Like, a lot. 

  • "We are so happy to have used BetterUnite for our gala. Their all-inclusive platform allowed for seamless registration, livestream viewing and auction bidding, all while amplifying our fundraising goal and organization mission."

    Anna Prvenzano WELL AWARE

  • "We will be BetterUnite clients for the foreseeable future because they are always just there when we need them. They listen, they answer questions, they've even created functionality when we presented a problem we were having. No one does that!”

    Adrienne Santaluria DALLAS 24 HOUR CLUB

  • “We switched from Event.Gives to BetterUnite because it was easier to set up and we could talk to a real person when we needed to. BetterUnite also works on all web browsers equally well and had a better guest experience for our donors. Not to mention it's been a more cost-effective solution for us.”

    Jolie Cady CENTER FOR CHILD PROTECTION

  • “We far surpassed our goal, which was a bit ambitious in the first place. We are so grateful to BetterUnite and their support team's generosity and involvement.”

    Sarah Nininger ACTION IN AFRICA
REQUEST A DEMO

Better Automations. Better Events. BetterUnite.