Nonprofit Meeting Intelligence for Salesforce
You already know
your donors.
Now your CRM
can too.
Call in meeting notes while they're fresh. Get briefed on any donor in seconds. InstilAI captures what you know, fills in what you missed, and keeps Salesforce up to date — with you in control.
How It Works
No migration.
No professional services.
No waiting.
Generate your first briefing
Open any contact record. Press the Instil button. In 30 seconds you get a complete formatted donor briefing — built entirely from your own Salesforce data. Saved as a PDF directly to the donor profile.
Works inside Salesforce
No third-party tools, no new accounts, no separate system to manage.
Log every interaction by voice
After a meeting, call or text InstilAI to talk through what happened. The AI agent immediately turns your words into a rich, structured interaction and logs it directly to Salesforce — before you're even back at your desk.
By the Numbers
Spend less time in Salesforce and more time with donors
54% of nonprofits say incomplete data is a major barrier to donor engagement.
Research shows professionals forget up to 64% of meeting details when they wait until the end of the day to log them.
Instil closes that gap.
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.
Pricing
Better input. Better insight. More time with donors.
For your entire team.
For your entire team.
$500
Monthly Pricing
One flat price
for your entire team.
for your entire team.
$5,000
Annual Pricing
Save $1,000 per year by paying yearly
Built by Instil — a relationship intelligence platform for nonprofit fundraising, with portfolio management, campaign tracking, reporting, and more.