The Seed Scout is a comprehensive client and donor management system designed to streamline interactions, track pipelines, and manage communications within a centralized platform. The system centralizes client and donor data, messaging, calendar reminders, and workflow management to ensure efficient and organized operations.
The clients and donors modules maintain detailed records, including personal information, status tracking, and pipeline stages, allowing administrators to monitor interactions, categorize leads, and manage onboarding or matching processes effectively.
The employees module manages staff profiles, roles, and permissions, enabling coordinated workflow management, internal note-taking, and assignment of responsibilities across the organization.
Message box, email templates, and client/donor pipelines modules handle automated and manual communication, scheduling, follow-ups, and stage tracking, supporting structured interactions with clients and donors while ensuring timely updates and engagement.
Calendar reminders and integrations, including Airtable, DocuSign, and Stripe, facilitate appointment scheduling, contract management, payment tracking, and checklist synchronization, providing a seamless workflow for clients, donors, and employees.
Overall, The Seed Scout offers a structured platform for managing clients, donors, employee tasks, communications, and financial processes, ensuring efficient operations, secure data handling, and effective relationship management.

Credentials:
Email: admin@portal.com
Password: 123

Credentials:
Email: admin@portal.com
Password: 123