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CRM for Good

A free CRM that helps your chapter charity grow

ImpactiveAI is the CRM built for BNI members. Track referrals, manage your pipeline, invoice clients, and — through our Giving Engine — turn every paid invoice into a charitable donation for your chapter's chosen cause.

Start Free — BNI Member Book a Chapter Demo

Free forever. No credit card required.

ImpactiveAI CRM Deals Pipeline

How it works

Three simple steps to turn your networking into charitable impact.

Step 1

Sign up free

Create your free account in under 2 minutes. Add your contacts, companies, and start tracking deals immediately.

Step 2

Win business & invoice

Track referrals through your pipeline, win deals, create invoices, and sync with Xero for seamless accounting.

Step 3

Giving Engine activates

When invoices are paid, the Giving Engine automatically allocates a percentage to your chapter's chosen charity.

Benefits for your chapter

Unified charitable impact

Every member using ImpactiveAI contributes to the chapter's chosen charity. The more business you do together, the bigger the impact.

Measurable giving

Track total charitable obligations created by chapter members. Share impact reports at chapter meetings.

Attract socially-minded members

Position your chapter as one that doesn't just do business — it does good. A powerful differentiator for recruitment.

Free for all members

The core CRM is free forever. No budget approval needed. Every member can start tracking referrals immediately.

Benefits for members

Track every referral

Tag deals with their source — BNI, One2One, visitor day. See exactly which networking activities drive revenue.

Visual pipeline

Move deals through stages on a Kanban board. See your pipeline value, conversion rate, and next actions at a glance.

Professional invoicing

Create invoices with line items, push to Xero, and track payments. Auto-incrementing invoice numbers included.

AI email drafts

Let AI draft follow-up emails after meetings, thank-you notes after referrals, and responses to enquiries.

Frequently asked questions

Yes. The free plan includes unlimited contacts, companies, and a full deal pipeline with referral source tracking. It's free forever — no credit card required, no time limit. Paid plans add features like AI email drafts, retainer tracking, and advanced integrations.
When invoices are paid in ImpactiveAI, a percentage is automatically allocated to charitable giving. As a chapter, you can choose a local charity as your beneficiary. The more business your members do through ImpactiveAI, the more your chapter's chosen charity receives.
Absolutely. Every deal has a source field — tag it as a BNI referral and record who gave it. You can then report on referrals by source, see conversion rates, and measure the revenue generated from your networking.
Yes. ImpactiveAI integrates with Xero (two-way invoice and payment sync), Asana (project management), and Everhour (time tracking). More integrations are planned.
Each member gets their own workspace with their own data. The CRM is multi-tenant, so your data is completely separate from other members'. Chapters can coordinate around the Giving Engine to maximise collective impact.
ImpactiveAI works for any business that relies on referrals, networking, and client relationships. BNI members get a tailored experience, but the platform is built for all small businesses.

Ready to make your chapter a force for good?

Sign up free today and start turning your BNI referrals into charitable impact.

Start Free — BNI Member Book a Chapter Demo

Free forever. No credit card required. Set up in under 2 minutes.