A purpose-built CRM solution built for development officers and powered by Salesforce.

Advancement RM is the solution to improve fundraising, build stronger relationships with constituents, and create a seamless donor experience.


Make fundraising easier with cutting-edge CRM software that serves as your “one-stop-shop” for constituent management applications on the Salesforce platform. All the information you need is at your fingertips to crush your fundraising goals.

Build Stronger Relationships
with Constituents

Achieve a deeper understanding of past, present, and potential donors. Advancement RM transforms your fundraising campaigns through automation, personalization, and precise segmentation for easy use and more intelligent targeting.

Create a Seamless
Donor Experience

Precise data granularity accelerates and streamlines your pipeline so you can close more gifts, from more donors, more efficiently. Advancement RM has a wide range of extensions and add-ons that allow you to customize your system based on your needs.

Relationship Management (CRM)

Advancement RM is uniquely designed to provide modern advancement offices with a comprehensive understanding of its constituents.

Built to

With integrations to a wide range of source systems, we’ll maximize your data strategy.

“We signed on with Affinaquest for our new CRM right before the pandemic sent all of our university’s operations to a remote status. Our remote implementation process with Affinaquest has been a great experience! The Affinaquest team has been awesome to work with, going above and beyond in their responses to all of our questions or concerns along with their laser focus on staying on schedule with our project plan and deliverables.”

Pamela Lewis

George Mason University
Office of Advancement and Alumni Relations

Key Features

Learn about Advancement RM’s key features.

Harness Core Advancement Insights

With accurate information at your fingertips, foster stronger, more lucrative relationships. Get the full picture of every constituent with:

Customize Your Advancement Ecosystem

Add functionality that supports your advancement infrastructure through a group of seamless, configurable products including:

Leverage Analytics and Business Intelligence

Begin every donor conversation with confidence with easy-to-locate, accurate, and up-to-date data. Consume data how you need to through:

Native to the Salesforce Platform

The Salesforce platform is automated, auditable, and incredibly flexible, allowing you to scale and streamline hundreds of campaigns to meaningfully connect with your entire donor community.

In addition, our team is made up of those certified as Salesforce Administrators, Advanced Administrators, Data Architecture and Management Designers, Sales Cloud Consultants, Marketing Cloud Consultants, Sharing and Visibility Designers, Education Cloud Consultants, Platform App Builders, and Nonprofit Cloud Consultants.

See it in Action

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