Navigate360 Advancement CRM
Built on a Decade of Advancement Expertise
300+
Chief Advancement Officers partner with EAB
1.5B+
student and donor email touches annually
10M
students and alumni supported by Navigate360
A trusted CRM to turn engagement into giving. Unify alumni data and fundraising workflows in one platform.
The Navigate360 Advancement CRM is purpose-built by higher education experts and trusted by advancement teams. Unify your campus and advancement data in an AI-powered platform that delivers unparalleled insights to grow your fundraising base. Automate routine tasks, surface donor potential with intuitive insights, keep teams connected from anywhere, and elevate outreach with intelligent, built-in support. With seamless integration into EAB’s leading student success platform, the Navigate360 Advancement CRM eliminates the need for costly and disjointed legacy point solutions, delivering a comprehensive platform that drives smarter decisions, deeper engagement, and sustainable fundraising.
Simplify Advancement and Maximize ROI
The Navigate360 Advancement CRM’s workflow and automation tools are designed to connect and streamline your team’s day-to-day work. Along with automating routine tasks, the Navigate360 Advancement CRM offers clear, integrated workflows that help advancement teams stay organized and collaborate easily.
Workflow tools include:
- Seamless gift processing
- Multi-level reporting
- Comprehensive email, SMS, and event marketing
- Online payment processing
- Inquiry forms
- Moves management
- Corporate and employer relationships
- Householding and relationship tracking
- Visibility into engagement with email and SMS campaigns, as well as event registration and attendance
By reducing manual effort and bringing key processes together, your staff can focus more time on building strong donor and alumni relationships. Boost your advancement and giving initiatives with a unified, intuitive platform that supports both everyday needs and more advanced strategies.
Enhance the Alumni Experience with Unified Data from Enrollment Through Graduation
Alumni leave behind rich data from their time on campus, but so often that data lives in siloes and isn’t accessible to advancement teams. The Navigate360 Advancement CRM seamlessly unifies data from recruitment and student success CRMs to optimally engage alumni with a 360-degree picture of their campus experience. Integrated data and custom fields give your team a clear picture of each alum, while native segmentation and workflow tools turn that data into action.
Tools include:
- 360° alumni profile
- Custom data fields for segmentation and personalization
- Visibility into engagement with email and SMS campaigns, as well as event registration and attendance
- Customizable microsites for engagement efforts
AI Designed for Higher Education
Embedded directly within proven workflows, the Navigate360 Advancement CRM’s AI works with and for your teams—helping staff work more efficiently, make informed decisions, and engage donors with relevant, personalized communication. At the same time, AI ensures alumni and donors enjoy faster responses, clearer information, and a more seamless, tailored experience.
AI Assistant for Staff:
- Drafts, sends, and manages campaigns for your target audiences
- Finds the data you need in a fraction of the time
- Preps you for donor meetings with digestible insights and one-click summaries
- Manages post-meeting notes with fast transcription and takeaways, all from your phone
- Improves outreach with a nuanced understanding of donor interests
AI Assistant for Potential Donors:
- 24/7 chatbot answers questions about events, giving, and more, all tailored to your institution
Inform Your Strategy with Intuitive and Robust Data Insights
The Navigate360 Advancement CRM enables flexible query-building with configurable automations that do not require IT or external developers. It has templated reports, scheduled reports, and AI-powered search to make everyday insights accessible to all staff, right when they need them.
Reporting and analytics capabilities include:
- Personalized, user-based dashboards
- AI-powered report builder
- Data visualizer
- Templated and scheduled reports
- Automated workflow from reports
- Marketing analytics
- A data structure built specifically for your needs
- Proprietary wealth score
Jumpstart Your Advancement Efforts with a Dedicated Team of Experts
EAB experts guide you through each step, help align roles, and support change management throughout the implementation and partnership.
Your dedicated EAB team includes:
- Strategic leader for continued strategy on optimizing platform effectiveness
- Launch consultant to project-manage implementation
- Account manager to ensure you find ongoing value in the partnership
- Partner support team for all your technical needs
- Data integration specialists to successfully implement your CRM
Ready to get started?
To speak with an expert or request a demo, please submit this form.
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