ImpactiveAI
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Features built for your business

Everything you need to manage clients, deliver projects, and grow your business — with a unique charitable giving engine built in.

CRM

Full company and contact management with activity timelines, primary contact designation, and owner assignment. Import/export contacts via CSV.

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Pipelines & Kanban

Visual deal management with drag-and-drop Kanban board, customisable stages, deal values, and source tracking via configurable lead sources.

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Projects

Track project delivery with customisable stages. Import projects from Asana, link to retainers, and manage deadlines in one place.

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Retainer Reports

Manage monthly retainer periods, track hours used vs allocated, sync time from Everhour, and share client-facing reports via secure token links.

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Invoicing & Debt Chasing

Create invoices with line items, push/pull to Xero with two-way sync, track payment status, and manage overdue invoices with auto-incrementing numbers.

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Support Hub

Manage support tickets and client requests. Planned Zendesk integration for unified support across channels.

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AI Copilot

AI-powered email drafts, automatic contact and deal extraction from emails, and smart reply suggestions — powered by GPT-4o-mini.

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Giving Engine

Automated charitable giving tied to invoice payments. Configure programs, choose beneficiaries, batch donations, and track impact — CRM for Good in action.

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Integrations

Two-way Xero sync for invoices and payments, Asana project import with template support, Everhour time tracking, and more planned.

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Enterprise-grade permissions

Granular role-based access control with custom permission groups. Define exactly who can view, create, edit, or delete across every module. Multi-tenant workspace isolation ensures your data stays yours.

  • Custom permission groups (Admin, User, Finance, Client, Read-only)
  • Module-level access matrix
  • Workspace-scoped data isolation
  • Audit logging for all changes
ImpactiveAI Permission Groups

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Frequently asked questions

ImpactiveAI includes a unique Giving Engine that turns paid invoices into charitable donations. Plus, it bundles project management, retainers, invoicing, and Xero sync — so you don't need separate tools.
Yes. You can create, rename, reorder, and delete pipeline stages to match your sales process. Drag-and-drop Kanban view makes it easy to move deals.
The AI Copilot drafts email replies, extracts contact and deal information from incoming emails, and suggests next actions — all powered by GPT-4o-mini.
When an invoice is marked as paid (or payment syncs from Xero), a configurable percentage is allocated as a charitable obligation. You choose the programs, beneficiaries, and giving rate.
Absolutely. All data is scoped to your workspace with enforced isolation. Custom permission groups let you control who can view, create, edit, or delete across every module.