"Which lapsed donors gave more than $500 last year, and how do their gifts trend by region?"

Hi Jordan,

Your fundraising team can't ask Salesforce that. With Civis, they ask Claude in plain English and get the answer in seconds, with a regional breakdown and an offer to save it as a dashboard.

No SQL. No report tickets. No waiting on the data team.

• Ask in plain language. Questions in everyday terms, answers from your live data.
• Build it yourself. Reports and dashboards published across the org, no programmer in the loop.
• Move faster. Less time waiting on data pulls, more time on the work that moves your mission.

And because Claude connects through your governed Civis warehouse, every answer respects the access, security, and privacy rules you already have. People see only what they're permissioned to see, and your data never leaves the platform.

Best,
The Civis Team