Features
Everything in one system
Here is what Cordiate does. Your industry's basics come switched on; add the rest when you need it.
Run the organization
People & customers
- Contacts, households and companies
- Sales pipeline and campaigns
- Messages, email and text
- Customer and donor portals
Money
- Invoices, receipts and payments
- Bank lines sorted in one click
- Accounting, reconciliation, tax reports
- Budgets per year and per position
Team
- Roles and permissions
- HR files, leave, training
- Payroll, contractors and W-9s
- Time clock and schedules
Do the work
Operations
- Jobs, booking and dispatch
- Purchasing and inventory
- Documents and compliance dates
- Farm cameras with motion clips
Website
- Website builder with 40 section types
- Ready-made pages and sections
- Forms that send into the system
- Your own domain
Governance
- Approval levels and two signatures
- Board votes and minutes
- Conflict-of-interest questions
- Monthly bank review record
Compare plans
| Seed | Grow | Thrive | |
|---|---|---|---|
| Users | 3 | 10 | 25 |
| Contacts, CRM, calendar, messages | ✓ | ✓ | ✓ |
| Industry basics (animals, store, donors …) | ✓ | ✓ | ✓ |
| Invoices, contracts, simple finance | ✓ | ✓ | ✓ |
| Accounting and tax reports | — | ✓ | ✓ |
| Website builder and own domain | — | ✓ | ✓ |
| Approvals, two signatures, budgets | — | ✓ | ✓ |
| Board governance | — | ✓ | ✓ |
| HR, payroll, time clock | — | — | ✓ |
| Field service and dispatch | — | — | ✓ |
| Farm cameras | — | — | ✓ |
| Encrypted backup space | 3 GB | 10 GB | 25 GB |
Try Cordiate free
Set up in an afternoon. Bring your data from spreadsheets or another system. Nonprofits start without a card.