SAGA
Sample data preview. Not a live account.

Let’s talk

Questions, a walkthrough or ready to get started? Email Beau, SAGA’s founder, and Beau will get back to you directly.

beau.paulsen@sagacrm.io
Email Beau

Opens your email app. If nothing happens, copy the address above.

Donors

Sam Rivera

Cooling

Individual · Donor since Feb 11, 2020

  • sam.rivera@example.org
  • No phone on file
  • 77 Oak St, Portland, OR 97214
Replied

Lifetime giving

$600

Gifts

1

Largest gift

$600

Last gift

$600

Jul 15, 2025

Suggested next step

Reply to their message

Giving history

DateAmountCampaignMethodRestrictionReceipt
Jul 15, 2025$600General fundCardUnrestrictedSent

From your agents

  • Return Series

    Email draft

    Re: switching to quarterly

    Replied yesterday asking to switch to quarterly giving

    Open in Return Series

Their story

  1. Last gift: $600

    Monthly giving ended.

  2. Return Series note sent

    “We haven’t heard from you in a while…”

  3. Sam replied

    “Changed jobs this year, happy to give again. Can I switch to quarterly?”

Like what you see?

Have questions, or want SAGA for your organization? Get in touch with the founder.

Let’s talk

Questions, a walkthrough or ready to get started? Email Beau, SAGA’s founder, and Beau will get back to you directly.

beau.paulsen@sagacrm.io
Email Beau

Opens your email app. If nothing happens, copy the address above.