AI Toolkit for Salesforce Nonprofits
You already know
your donors.
Now your data
can too.
AI constituent briefings and voice interaction logging, that works inside Salesforce. Walk into every major donor conversation fully prepared without leaving your CRM.
How It Works
No migration.
No professional services.
No waiting.
Generate your first briefing
Open any contact record. Press the Instil button. A complete, formatted donor briefing appears in 30 seconds — built entirely from your own Salesforce data. Saved as a PDF directly to the donor profile.
Installs directly into Salesforce
No third-party tools, no middleware, no separate system to manage.
Log every interaction by voice
After a meeting, call or text the Instil agent. Dictate what happened in 60 seconds. The AI structures the interaction and writes it directly to Salesforce — including follow-up tasks — before your next conversation starts.
By the Numbers
The numbers that define better fundraising.
30s
Briefing Generated
From button press to complete, a formatted donor briefing in 30 seconds or less. Built from your own Salesforce data.
60s
Interaction Logged
Dictate what happened after a meeting. The AI Agent structures it and writes to Salesforce before your next conversation starts.
Simplify your workflow
The signals were always there. Now you can see them.
Instil reads the patterns in your Salesforce data, giving trends, engagement gaps, and interaction history, surfacing what your data has been trying to tell you. So you walk in ready.
Built by Instil — a relationship intelligence platform for nonprofit fundraising, with portfolio management, campaign tracking, reporting, and more.