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Product
People, campaigns, pipeline, estimates, venue history, nonprofit tools, and consent. Where each part starts, and which start is self-serve.
A lead or contact holds the submission, the source, and the activity recorded against it. Pipeline stages are not a separate product.
Where it is turned on, a synopsis is written from recorded engagement. Topics and stances are model inferences. This is managed onboarding, not a switch on a public plan.
Campaigns are Pro. A newsletter issue sends after an editor approves it. Opens are provider-reported. A click is not proof of a person.
The card moves when the lead moves. Estimates start on Growth. Templates are Pro. Accept is a button on the link, not an e-signature. A deposit needs Stripe Connect.
Visits and spend in a window after a send are set up per venue. The figures are since the send, not caused by it. A missing feed is an em dash, not a zero.
Donor records, gifts, pledges, and donate pages are the Pro nonprofit pack, for nonprofit accounts. Grants are Enterprise. A receipt is generated on request and is not emailed. A Growth trial does not turn this on. Setup is assisted.
Import attestation, bad addresses, opt-outs, bounces, pause, quiet hours, and STOP sit in front of a send. The product does not certify the list.
Each page shows the feature operating, including what it does not prove.
Not on a public paid plan. Included with LDM Client Plus through managed onboarding.
Not on a public paid plan. Managed onboarding, with Customer Intelligence.
Campaigns are Pro. Publisher setup is assisted.
Set up per venue. Not a switch on a plan.
Owner SMS alert is Growth. A configured first reply is Pro.
Estimates start on Growth. Templates are Pro.
Included with sending. Not a separate plan row.
Form to lead, an owner text on Growth, estimates on Growth Growth trial.
Assisted setup. An editor approves a newsletter before it sends Assisted migration.
Inquiry on a pipeline. Visits and spend only after that venue is connected Assisted migration.
Assisted onboarding for donor records, gifts, and receipts on request Assisted onboarding.