What is moves management software?
Software that tracks each donor's movement through cultivation stages, identification, qualification, cultivation, solicitation, and stewardship, and automates the steps between. BetterUnite does it with visual donor journeys, per-stage automation, and portfolio pipelines with weighted forecasts.
Can BetterUnite forecast major gift revenue?
Yes. Portfolio Management adds an opportunity amount and a probability to each donor in a journey. Weighted amounts, amount times probability, calculate automatically at the card, stage, and pipeline level, with per-officer rollups and Excel export.
Do donors move through stages automatically?
Yes. Exit criteria based on real giving fields, number of donations, lifetime giving, and last donation amount, auto-advance contacts, and per-stage workflows fire on entry to notify a gift officer, add a tag, or create a task. Manual drag-and-drop always works too.
Are there templates so we don't start from scratch?
Yes. Pre-built journey templates encode best practice, First Time Donor, Guest to Donor, Lapsed Donor, and Sponsor to Major Donor, and workflow templates cover acquisition, recurring-giving conversion, major-donor moves, and reactivation.
How do contacts get into a journey?
Three ways: bulk-enroll any segment from the contacts grid, enroll from an individual contact record, or let automation do it, since dynamic lists auto-enroll contacts as they match your filters.
