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CRM for Good — Every invoice creates impact

The CRM that gives back

Run your business on one platform — CRM, projects, retainers, invoicing, and AI — while every paid invoice funds charitable giving. Built for businesses that want to do well and do good.

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Xero sync
AI
Email drafts
Contacts
ImpactiveAI CRM Dashboard

Why businesses choose ImpactiveAI

Three pillars that transform how you run your business — and the impact you make.

CRM & Pipeline

Manage contacts, companies, and deals with a visual Kanban pipeline. Track every interaction and never miss a follow-up.

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Projects & Retainers

Deliver client work on time with project tracking, retainer hour management, and client-facing reports — all in one place.

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Giving Engine

Every paid invoice creates a charitable obligation. Batch donations, track impact, and show clients the good their business does.

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Everything you need to run your business

From first contact to final invoice — and the charitable giving that follows.

Kanban Deals

Drag-and-drop deal stages with visual pipeline management

Retainer Tracking

Monitor monthly hours, auto-sync from Everhour

Invoicing

Create invoices, push to Xero, track payments

Email Integration

IMAP/SMTP sync with AI-powered drafts and contact extraction

Permissions

Role-based access with custom permission groups

AI Copilot

Smart email replies, lead extraction, and workflow automation

Client Reports

Share retainer reports via secure links — no login needed

Integrations

Xero, Asana, Everhour — connect your existing tools

Connect to the tools you love

ImpactiveAI connects natively with Xero, Asana, and Everhour — and through Zapier, links to 7,000+ apps including Gmail, Slack, Stripe, Mailchimp, and more.

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Xero
A
Asana
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Everhour
G
Gmail
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Slack
S
Stripe
M
Mailchimp
Z
Zapier
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Typeform
G
Google Sheets
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CRM for Good

ImpactiveAI is the first CRM with a built-in Giving Engine. When an invoice is paid, a percentage is automatically allocated to charitable giving. You choose the causes, we handle the mechanics.

Invoice paid Obligation created Batch processed Donation made
Learn about our impact

Ready to run your business for good?

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