CallSprout + DonorPerfect
Connect Sage, your AI voice agent, to DonorPerfect so every donor call is captured, logged to the contact history, and structured for your development team to act on before the next follow-up cycle. Available for DonorPerfect.
How CallSprout works with DonorPerfect.
Nonprofit fundraising runs on relationship memory. Your development team knows which donors are close to a major gift, which supporters called last quarter to ask about a new program, and which lapsed givers just reengaged after two years of silence. But when those calls go unlogged, that memory lives only in the head of whoever answered the phone. One staff change and it is gone.
CallSprout connects Sage, our AI voice agent, to DonorPerfect so every call your organization receives is captured and written back to the donor record. Sage answers calls around the clock, gathers the caller's name, contact details, and reason for reaching out, and logs the conversation as a note in DonorPerfect's donor contact history. Your gift officers and development coordinators pick up the next interaction with a full picture of what was said instead of a gap in the record.
DonorPerfect's XML API allows external applications to write to its core donor and gift data tables, and CallSprout is built to work with that interface. It is the same approach we take for every nonprofit development team: keep the donor intelligence in the system your organization already runs, and stop losing stewardship data to calls that were never logged. Sage works alongside DonorPerfect, not instead of it.
CallSprout and DonorPerfect, working together.
What Sage does once your call data flows into the tools you already use.
Every call Sage handles is captured with the caller's name, contact information, and a plain-language summary of what was discussed, then written to the donor record in DonorPerfect so your stewardship history stays current without anyone typing it up.
Sage generates a full, searchable transcript of every call and an AI summary so your team can read exactly what was said on any donor touchpoint, not just what someone remembered to note afterward.
Donors do not only call during business hours, especially around year-end deadlines and campaign launches. Sage answers around the clock and captures every call with the same discipline whether it is 10 a.m. on a Tuesday or 11 p.m. on December 30.
When a donor signals interest in giving or mentions a major commitment during the call, Sage captures that detail so your development team has the signal they need to follow up while the conversation is still fresh.
Every call written to the DonorPerfect contact history
DonorPerfect's XML API exposes endpoints for writing to its core donor data tables, and that is where Sage posts after each call. When a donor conversation ends, CallSprout writes the caller's name and contact details, an AI-generated summary of what was discussed, and the full call transcript to the donor record. Your team has a documented stewardship touchpoint in DonorPerfect without anyone needing to log it manually.
That consistency matters for retention. Development research consistently shows that personal touchpoints, including phone calls, are among the strongest predictors of repeat giving. When those calls go unlogged, the data that would tell you a donor is at risk of lapsing simply does not exist. Sage closes that gap by treating every inbound call as a stewardship record worth keeping. If you want to see what that looks like across all your communications, AI call transcription covers your full phone line.
Gift signals captured before the conversation ends
The most important calls in a development office are the ones where a donor mentions something like 'I have been thinking about making a larger gift this year' or 'we recently sold property and I want to do something meaningful with part of it.' Those signals are easy to miss when the call is moving fast and your staff is stretched thin. Sage listens for them and notes them in the call record so your gift officers have the context they need to respond well.
Your team gets structured notes on each call rather than a vague recollection that someone said something interesting last week. The conversation is documented, the signal is captured, and your development staff can follow up with the full record in front of them. That is the difference between a stewardship program that scales and one that depends on having exactly the right person answer every call. Here is more on how Sage answers and qualifies every caller.
New donors and unknown callers handled without friction
Not every call comes from a constituent already in DonorPerfect. A first-time donor might call after reading your annual report. A board member's colleague might reach out about an event. A lapsed supporter might call back from a new number your database has never seen. Sage handles each of those conversations with the same care: it gathers the caller's name, contact information, and reason for reaching out, and captures the full record so your team can decide whether to create a new donor record or connect it to an existing one.
That means your development staff is never starting a follow-up conversation from scratch. The captured record already tells them who called, what they said, and what the right next step looks like. Sage can also answer common questions about your organization, your programs, and how to get involved, drawing on a curated knowledge base so donors get accurate information even when your office is closed. Browse the full integration catalog to see what else Sage connects to across your stack.
Built for the way nonprofit development teams actually work
Development offices do not run on predictable schedules. Staff members wear multiple roles, year-end campaigns bring surges that are hard to staff for, and the phone lines that go quiet in February come back in November with donors who need answers before midnight. Sage handles that variability without adding headcount. It answers around the clock and keeps your DonorPerfect records current regardless of when the call comes in.
If your organization also uses other tools in the nonprofit space, the same approach is available for Bloomerang, Neon CRM, and Little Green Light. Sage runs on CallSprout's cloud phone platform, so there is no new hardware to buy and no system to rip out. Your DonorPerfect account stays exactly as it is; Sage simply starts writing call records to it.
What this looks like day to day.
Donor calls spike in the final days of December. Sage handles the volume, answers questions about giving deadlines and tax receipts, captures every caller's details and any gift intent, and logs each interaction to DonorPerfect so your team starts January with a complete record of every donor touchpoint from the night before.
A prospective major donor calls at 7 p.m. to ask about a named endowment opportunity. Sage handles the conversation, captures the details, notes the gift signal, and your major gifts officer sees the full transcript first thing in the morning with everything they need to follow up well.
A donor who last gave two years ago calls with questions about your new campaign. Sage captures the call, notes their renewed interest, and writes the interaction to DonorPerfect so the gift officer who follows up knows exactly what prompted the return and what was discussed.
Getting connected to DonorPerfect.
- 1
Book a 15-minute call and tell us how your development team uses DonorPerfect today, which interaction types you track, and how your staff follows up on donor calls.
- 2
We connect Sage to your DonorPerfect account through its XML API, mapping call capture and logging to the donor record fields and contact history structure your organization uses.
- 3
Sage starts answering donor calls, capturing conversation details, and writing interaction records to DonorPerfect so your stewardship history stays current automatically. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
DonorPerfect, answered.
- Does CallSprout integrate with DonorPerfect?
- Yes. CallSprout connects Sage to DonorPerfect through its XML API. When a donor call ends, Sage writes the caller's name and contact details, an AI-generated summary, and the full call transcript to the DonorPerfect donor record so your development team has a complete stewardship history without manual data entry. Book a call and we will map it to how your organization tracks interactions.
- What does Sage capture on each DonorPerfect call?
- Sage captures the caller's name and contact information, a plain-language AI summary of what was discussed, the full call transcript, and any gift signals the donor mentioned during the conversation. All of that is structured and written to DonorPerfect so your team has a documented touchpoint ready for follow-up.
- How does call data get written to DonorPerfect?
- CallSprout uses DonorPerfect's XML API to write captured call data to the donor record after each call ends. DonorPerfect's API supports writing to its core donor data tables, and the setup process maps the fields Sage captures to the contact history structure your organization uses.
- What happens when the caller is not already in DonorPerfect?
- Sage captures the caller's name, contact information, and reason for calling during the conversation and structures it as a complete record. Your team can then create a new donor record in DonorPerfect or match it to an existing one, starting from full context rather than a blank form.
- Can Sage flag calls where a donor mentioned a gift?
- Yes. When Sage detects gift intent during the conversation, it notes it in the call record so your development team knows exactly who to follow up with and why. The signal is in DonorPerfect alongside the full transcript so nothing gets lost between the call and the next stewardship action.
- Does Sage work outside business hours?
- Yes. Sage answers around the clock, so donor calls during evenings, weekends, and year-end campaign pushes are captured with a full transcript and summary rather than going to a voicemail nobody checks until morning. Your team reviews the structured call records when they are back in the office.
- Does Sage disclose that calls are recorded, and do we need to replace DonorPerfect?
- Sage announces recording at the start of every call so you meet two-party consent requirements in the states that require it. And no, Sage works alongside DonorPerfect, not instead of it. CallSprout is cloud-based and runs on the devices your team already uses, so there is no new hardware to buy and no change to how DonorPerfect is set up.
The donor call data and interaction history Sage captures in DonorPerfect is also a signal worth analyzing at the organizational level. Our sister company Ereos builds custom AI for nonprofits and mission-driven organizations on its Watchtower platform, helping teams read across constituent records, campaign data, and engagement history to surface what is actually driving retention.
When the answer is in your donor data, not just your phone line
CallSprout keeps your development line answered and your donor interactions flowing into DonorPerfect. When you want AI that reads across your constituent records, gift history, and campaign data to surface which donors are at risk of lapsing, which segments are responding to which appeals, or what your retention trends are really telling you, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your organization already runs and turns that data into signals your team can act on before the next campaign deadline.
Schedule a discovery call with EreosConnect CallSprout to DonorPerfect
Book a 15 minute call and we will get you set up.