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Why Pledgix
Eight tools.
One fundraising engine.
Most platforms give you a donation page. Pledgix gives you the whole operation - calling, donor intelligence, live analytics, telephony, planning, money management and messaging - built in, not bolted on.
A phone bank in the browser.
Turn any group of volunteers into a professional calling operation - no phone system, no hardware, nothing to install. Every caller opens a browser tab, and Pledgix does the rest: it dials, hands each volunteer the right donor, and keeps the whole room in sync.
- A power dialer places the next call automatically and shows the donor on screen - name, history and a suggested ask, so every conversation starts warm.
- Upload a lead list from Excel or CSV - Pledgix reports how many loaded, removes duplicates and scrubs your do-not-call list before a single call goes out.
- Parallel group calling shares one queue across all volunteers - no donor ever gets two calls from two people.
- Every call ends in a 30-second wrap-up: Contacted, Voicemail or No Answer plus notes, then the next call dials itself.
- AI call briefings write a 30-second read before every call - a suggested opener, three talking points and an ask line, built only from giving patterns, never from private contact data.
- Answering machines are detected and logged automatically, and session dashboards track contact rate, total dialed and outcomes live.
- Prefer paper? Print ranked Call Sheet PDFs - biggest asks first, up to 200 pages.
Contact rate
38%
Dialed
214
Voicemail
61
Next call dials itself in 0:30
30 sec
auto wrap-up between calls
2,000
donors pushed to a queue in one click
0
phone hardware required
One profile per person. Every year of history.
The Profile Center merges past-years spreadsheets, imported contacts and live donations into a single directory that answers the only question that matters: who do I call next, and for how much?
- Profiles merge automatically on email and phone - and your tags, notes, asks and pledges survive every rebuild.
- Each profile carries a capacity band, a trend chip (New, Upgrading, Stable, Declining, Returning, Lapsed), a suggested ask and a call-priority score out of 100.
- A donor journey chart shows giving year by year - "last year you gave $500, this year we're hoping for $750" is one glance away.
- A drag-and-drop pipeline board moves people through To Ask, Asked, Pledged, Paid and Not Now - and pledges track from open to fulfilled, with overdue flagged.
- AI works the file with you: any profile becomes a 30-second AI call briefing, and the event-night War Room carries an AI Strategist that reads your live numbers and suggests the next move.
- Living segments re-evaluate their rules every time you open them - your "gave last year, not yet this year" list is always current.
- The Gift Pyramid sorts your file into capacity bands from Under $250 to $10K+, and the LYBUNT view builds your best win-back list for you.
This year
$1,080
Lifetime
$4,320
Ask
$1,500
100
point call-priority score per donor
6
trend states tracked automatically
1
row per person, forever
Know everything, the moment it happens.
From a quiet Tuesday to the biggest night of your year, Pledgix keeps score in real time - and turns the numbers into next moves.
- The overview command center tracks eight live KPIs - total raised, today, velocity per hour, average gift, top gift, visits, clicks and active links - plus a pace card that projects your final total from current momentum.
- Visitor analytics refresh themselves every 20 seconds: sessions, countries, peak hour and the number that matters most - conversion from visit to donation.
- A live geography view maps your top countries and cities, with a feed of the latest visits as they happen.
- The Reports tab ships 15 ready-made reports across financial, teams, engagement, intelligence and communications - exported to CSV, Excel or PDF, with big runs handled in the background.
- The War Room is your event-night command wall: open it on as many screens as you like, watch the projection climb, and act on "money on the table" tiles - open pledges, untapped pipeline and LYBUNT recovery - with an AI Strategist reading the room in live and recap modes.
- From the War Room, push hot targets straight to the Call Center - the wall tells you who, your volunteers make the calls.
Raised tonight
$482,940
Velocity
$18.2K/hr
Projection
$610K
Conversion
9.4%
Open pledges
$41K
+$1,800 · The Weissman Family · just now
15
ready-made reports in 5 groups
20 sec
visitor analytics refresh
∞
screens for the War Room wall
Your history is your best fundraiser.
Years of spreadsheets become working intelligence. Pledgix imports what you already have - and the more past years you load, the smarter every suggested ask becomes.
- Import donations from Excel or CSV - hundreds of records in one pass, in batches of up to 500, with foreign-currency rows converted automatically.
- Import contact sheets of up to 50,000 rows - map name, email, phone, amounts and notes by header name, so column order never matters.
- The past-years wizard walks Configure, Map Columns, Processing, Summary - and saves nothing until you press "Confirm & Save Data."
- Every import previews before it commits: duplicates are matched and merged, and a downloadable merge report shows exactly what happened.
- Bulk team import builds your whole team structure from one CSV, matching existing teams by email, phone or team code.
- Re-imports are safe by design - duplicate matching means running the same sheet twice never doubles your data.
Past-years import
Step 3 of 4Nothing saves until you press "Confirm & Save Data."
50,000
rows in one contact import
500
donations per import batch
0
rows saved before you confirm
Four tools in - and your campaign could already be live.
Free to start. Two minutes. Keep reading while it collects.
A phone number that fundraises by itself.
Give your campaign a real phone line: donors call in, hear the live total, and donate by card right on the keypad - no internet, no app, no help needed.
- Every caller gets a menu: press 1 for live campaign stats, press 2 to donate, press 3 for your campaign office.
- Card details are captured by a certified phone-payment system - never exposed to Pledgix, never recorded.
- Join the shared network free with a permanent 6-digit campaign PIN, or get a dedicated branded US number in the area code you choose.
- Record a custom greeting in the browser (up to 120 seconds) or upload your own audio.
- The same number answers texts: an automatic assistant replies with live stats and your donation link - print the number on posters with confidence, it never goes stale.
- Voice broadcasts reach your whole list at 5 to 30 calls per second - record it, upload it, or type it and pick from dozens of natural voices across 11 languages.
- Compliance is built in: the platform enforces the 9 AM - 8 PM calling window, and "press 7 to unsubscribe" is added to every broadcast automatically.
Your campaign line
● Line active"Press 2 to donate"
live totals read out loud · cards taken on the keypad
1-2-3
stats · donate · office menu
30/sec
peak voice-broadcast call rate
11
languages of natural text-to-speech
Run the campaign like a project.
Every campaign is a hundred small jobs. The planning suite keeps them assigned, ordered and visible - to your whole team and to ours.
- A tasks board with priorities, statuses (Not Started, In Progress, Completed, Blocked), subtasks, and dependencies that block automatically until the work before them is done.
- Recurring tasks re-create themselves - daily, weekly or monthly - and date-range tasks appear on every day they cover.
- Assign any task to the special "Pledgix Team" assignee and it routes straight to our staff, tracked on the same card as everything else.
- A Google-style calendar layers your events, tasks and live campaign days in one view, with typed events: Meeting, Pre-Event, Campaign Day, Deadline, Other.
- One-way Google Calendar sync pushes your plan into any calendar you can edit - including shared team calendars - with Pledgix as the source of truth.
- Stat tiles keep the pressure honest: days left, tasks done, high priority and overdue.
Campaign plan · July
2 overdueSynced to Google Calendar - Pledgix is the source of truth.
4
task statuses with auto-blocking
5
typed event categories
1-way
Google sync - Pledgix stays truth
Every expense tracked. Your real bottom line.
A campaign isn't just what it raises - it's also what it spends. The Financial Hub gives campaign managers a full expense ledger right next to the money raised, so the number you celebrate is the number you actually keep.
- Log every campaign expense in one ledger - venue, catering, printing, marketing, staffing, call center, hardware, technology, operations - each category with its own color chip, so the ledger reads at a glance.
- Every entry carries the whole story: vendor, amount, payment method, invoice number, notes - and the receipt itself, uploaded right onto the record.
- Paid or unpaid at a glance: tonal pills track every open company expense, so nothing slips past the event.
- Four live KPI tiles keep score - total raised (including matched gifts), total expenses, unpaid, and ledger entries - with net raised and your real margin computed by the server, never by hand.
- Pledgix platform charges sync into the ledger automatically as locked rows, and your Pledgix invoices live on their own tab - no charge ever hides.
- Export the entire ledger to a spreadsheet in one click - category, vendor, amount, method, invoice number and notes, ready for your bookkeeper.
Total raised
$182,440
Total expenses
$23,610
Unpaid
$4,200
Ledger entries
38
10
color-coded expense categories
Net + %
raised vs. spent, computed live
1 click
full ledger export to spreadsheet
Messages that send themselves - and prove it.
Receipts, thank-yous, blasts, updates and even robocalls all run on one engine: designed in the browser, sent by a durable queue, and tracked to the handset.
- Every approved donation triggers an automatic PDF receipt with a unique receipt number - branded with your logo, colors, Tax ID and legal footer, resendable in one click.
- The Email Design Studio is a block-based canvas - headings, text, images, buttons, dividers - with per-block left-to-right or right-to-left direction, built for Hebrew as much as English.
- Blasts pull audiences from four sources - teams, donors, uploaded lists or manual entry - and "Insert Variable" personalization makes one design feel individually written.
- Robocalls are the third channel: record your message, upload audio, or type it and pick from dozens of natural voices in 11 languages - then reach your whole list at up to 30 calls per second, with every call's outcome tracked.
- A durable background queue does the sending: you can close the tab, the queue keeps working.
- Tracking is honest to the carrier level: Sent means dispatched to the network, Delivered means the recipient's carrier confirmed the handset got it - and robocalls log Completed, Machine, No Answer or Busy per call.
- A platform-wide suppression list honors every unsubscribe, bounce and complaint automatically - including "press 7 to unsubscribe" on every robocall.
- Team donation alerts arrive with a ready-to-share 9:16 thank-you poster - donor name, amount and your branding, sized for the story format.
Blast delivery
עברית ⇄ RTL3
channels: email, SMS & robocalls
RTL
per-block Hebrew-first design
1080×1920
auto-generated thank-you posters
AI where it actually helps.
You stay in charge.
AI runs through the platform - briefing your callers, reading your event night, designing your banners and drafting your story. And every word of it stays yours to edit.
In the Call Center
AI Call Briefings
Before every call, the AI writes a 30-second read on the donor: a suggested opener, three talking points and an ask line - built from giving patterns, so every volunteer sounds like they've known the donor for years.
In the Profile Center
The AI Strategist
On event night, the War Room's AI Strategist reads your live numbers - pace, pledges, pipeline - and tells you the next move while it still matters. Live mode during the event, a recap the morning after.
In the Design studio
AI banner design
Describe the banner you imagine and the AI designs a full 1920 × 1080 hero - then lays your headline over it as real, live text. Don't like the AI's words? Rewrite, recolor and reposition them any time, even after the page is live.
In the Story Studio
AI Auto-Write
Hand it bullet points and it writes your full campaign story - a complete 500 to 700 word draft in whichever language tab you're on. Nothing publishes until you click "Use This Text."
And underneath it all
The platform keeps giving.
Beyond the eight headline tools, these run on every Pledgix campaign.
Multi-currency
Goals in USD, EUR, GBP, ILS, CAD or RUB - donors give in their currency at a live rate locked the moment they donate.
5 languages, full RTL
English, Hebrew, Russian, Spanish and French - with campaign stories in up to 5 languages, each on its own URL.
Live Screen for events
A no-login jumbotron URL for the venue screen: animated total, countdown, QR to donate, top teams and a live feed.
Recurring & installments
Monthly giving and fixed plans like $100 × 12 months - with automatic retry on failed charges.
Matching rounds
Sponsor pools that double or triple gifts live - "your $100 becomes $200" - with thresholds and countdowns.
Teams & captains
Every team gets its own page, goal, link and leaderboard code - with divisions and combined goals.
Real-time everywhere
Donation pop-ups, climbing thermometers and live feeds on every public page, powered by a live stream.
Sponsorship inventory
Limited tiers with live "7 left" badges and race-proof claiming - two people can never buy the same last spot.
See it with your own campaign.
Start free in two minutes - or tell us what you're planning and a specialist will configure the full engine with you.