Book demo

All features and pricing

Everything Simply Foundations can do for nonprofit teams.

Simply Foundations includes the records, public workflows, websites, views, automations, payments, access controls, companion tools, and setup help that nonprofit teams need to run the work in one connected system.

Book demoCompare pricing

Unlimited staff, collaborators, and helpers on every plan.

Free for your first 500 active people.

Every paid plan includes the first published website.

Archived people leave the active billing meter.

01

Your database

The records, fields, cleanup tools, and history that keep the team working from one reliable source.

Records for the people and work you manage

Track donors, volunteers, and partners, campaign details, and related records for the development team in one place.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
Included by planFree for the first 500 active people or core records; paid bands start at $69/mo up to 2,500.
Details
  • Public bands run up to 25,000 active people or core records.
  • Beyond 25,000 is custom-priced so larger teams do not get a fake one-size-fits-all quote.
  • Archived people or core records leave the active billing meter without being deleted.

Fields that match the real details

Capture dates, money, addresses, files, preferences, notes, relationships, and other details in fields that fit organization work.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Statuses, categories, and choices your team understands

Use your own statuses, categories, stages, and choices so the development team does not have to translate the system's language.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Connections between people, work, and outcomes

Connect donors, volunteers, and partners to the campaign records, payments, forms, and follow-up that explain the full story.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Smart lists that update themselves

Keep saved groups current automatically: active donors, volunteers, and partners, overdue follow-up, full sessions, or any other useful segment.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Spreadsheet imports and clean exports

Bring existing spreadsheets in, clean them up, and export exactly the view your team needs.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Duplicate cleanup

Find messy records, standardize fields, and clean duplicates so the database gets easier to trust instead of harder.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Archive inactive records without deleting history

Move inactive donors, volunteers, and partners out of daily lists and the active meter without losing history.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
Included by planFree for the first 500 active people or core records; paid bands start at $69/mo up to 2,500.
Details
  • Public bands run up to 25,000 active people or core records.
  • Beyond 25,000 is custom-priced so larger teams do not get a fake one-size-fits-all quote.
  • Archived people or core records leave the active billing meter without being deleted.

Approval before sensitive changes go final

Route sensitive record changes through review instead of letting every update go straight to final state.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

A setup your Team Admin can keep shaping

Team Admins can shape collections, fields, settings, forms, and views as the team learns what it really needs.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.

Labels for organizing the work

Organize records and platform objects with reusable labels that work across lists, filters, and administration.

IncludedIncluded on every plan, including Free.

A clear change history

Track who changed what and when, including system and automation activity that matters for support and compliance.

See examples
  • The development team can see donors, volunteers, and partners with the related notes, forms, and follow-up in one place.
  • A stale list can become a saved cleanup view instead of another spreadsheet someone maintains by hand.
  • Archived records stay available for history while daily lists focus on active campaign work.
IncludedIncluded on every plan, including Free.
02

Seeing your data

The everyday surfaces people use to scan, compare, report, and act on what is happening.

Operational lists and tables

Create focused tables and lists for the exact records, fields, sorting, and actions each workflow needs.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Focused record pages

Show one record with the sections, related records, actions, and context people need before they decide what to do.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Calendars for the dated work

Turn date and date-range records into schedules that teams can scan by day, week, month, or operational context.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Maps when location matters

Use address and location fields to show records geographically for routes, service areas, venues, or regional planning.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Rollups by status, owner, source, or time

Summarize records across dimensions so teams can compare activity by status, program, source, owner, or timeframe.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Charts and stat cards

Turn saved views into charts, stat cards, and quick readouts that explain what is happening without a spreadsheet export.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Saved filters for repeat lists

Save repeatable views of records so important lists are one click away instead of rebuilt by hand.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Daily dashboards

Give the development team a daily command center for the lists, stats, and actions that matter most.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Reports without spreadsheet rebuilding

Build team and personal reports from live data without copying rows into a separate reporting system.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.

Scheduled report emails

Send recurring report snapshots to the people who need them, on the rhythm the work requires.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
Included with allowanceReports on demand on Free; 5 scheduled deliveries/mo on the entry paid band.
Details
  • Larger public bands include up to 50 scheduled report deliveries/mo.

Snapshots for board packets and history

Preserve the numbers as they looked at a point in time for board packets, grant files, and operational review.

See examples
  • The development team can open a saved list for this week's campaign work without rebuilding filters.
  • A dashboard card can show the count that matters before a meeting starts.
  • Calendar, map, chart, or table views can show the same records in the shape the decision needs.
IncludedIncluded on every plan, including Free.
03

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

Donation forms

Supporters give through a public form and the gift lands on the donor record with campaign context.

See examples
  • Supporters complete the flow on their phone; the development team sees the structured record immediately.
  • If the campaign fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Grant applications

Applicants submit structured requests with attachments, review fields, and decision tracking ready.

See examples
  • Applicants complete the flow on their phone; the development team sees the structured record immediately.
  • If the grant cycle fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Volunteer applications

Volunteers share interests, availability, and clearances before they appear in a placement list.

See examples
  • Volunteers complete the flow on their phone; the development team sees the structured record immediately.
  • If the volunteer program fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Event registrations

Guests register, choose options, and feed attendance or follow-up lists without a separate tool.

See examples
  • Guests complete the flow on their phone; the development team sees the structured record immediately.
  • If the event fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Donor record updates

Supporters update preferences, household details, and communication choices through a controlled flow.

See examples
  • Supporters complete the flow on their phone; the development team sees the structured record immediately.
  • If the relationship cycle fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Public forms that write to the right records

Put the form where supporters already are, then write the answer to the right record.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Applications and intake

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Registrations and signups

Run signups for events, programs, memberships, services, or any other participation workflow.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Self-service updates

Let people update the records they are allowed to touch instead of sending changes through email.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Shareable workflow pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.

Review workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See examples
  • Supporters complete the flow on their phone, and the development team sees the result immediately.
  • If capacity fills, the next person can move to a waitlist instead of getting lost in email.
  • Approval steps can hold sensitive submissions until the right person reviews them.
IncludedIncluded on every plan, including Free.
04

Automation and communication

Messages, templates, notifications, documents, and conversations that reduce manual follow-up.

Automations for the follow-up work

When something changes, Simply360 can create the next task, send the next message, or move the next step for the development team.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.

Notifications for things that need attention

Notify the right people when work changes, approvals need attention, or important records reach a threshold.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.

Email with allowances published up front

Send updates and reminders from the same data your team uses to run the work, with recipient allowances published up front.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
Included with allowance500 recipients/mo on Free; 10,000/mo on the entry paid band.
Details
  • Larger public bands include up to 100,000 recipients/mo.
  • $1 per 1,000 recipients after allowance.

Verified sending domains

Send from approved domains so public messages look professional and deliver reliably.

IncludedIncluded on every plan, including Free.

Texts with prepaid caps

Use text for time-sensitive reminders and confirmations, with prepaid caps so texting never becomes a surprise bill.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
Usage-based$0.02 per text segment plus $10/mo per SMS number.
Details
  • SMS is prepaid with caps you set; no surprise overage billing.

Reusable message and document templates

Reuse approved message and document copy with data filled from records instead of hand-edited each time.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.

Generated documents

Turn live record details into confirmations, packets, agreements, letters, or other documents your team sends repeatedly.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
Included with allowance25 generated docs/mo on Free; 250/mo on the entry paid band.
Details
  • Larger public bands include up to 2,500 docs/mo.
  • $0.01 per generated document after allowance.

Conversation follow-up in one inbox

Keep public conversations, handoffs, and follow-up in one place instead of scattering them through inboxes.

See examples
  • When a campaign status changes, Simply360 can create the next task for the development team.
  • Reminder messages can go out before important dates without someone checking a spreadsheet every morning.
  • A template can fill itself from record details so the message is consistent and still personal.
IncludedIncluded on every plan, including Free.
05

Websites and public presence

The website, portal, SEO, domain, and publishing pieces that make the public side feel connected.

A website builder tied to the same system

Build the public site for organization work right next to the records, forms, and views that power it.

See examples
  • A public page can show the current campaign details without hand-editing content twice.
  • Supporters can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
Included on paid plansYour first published website with custom domain is included on every paid plan.
Details
  • Additional published websites are $39/site/mo.

Hosted public sites

Publish a fast hosted site on the Simply360 website engine, with static-first rendering and branded pages.

See examples
  • A public page can show the current campaign details without hand-editing content twice.
  • Supporters can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
Included on paid plansYour first published website with custom domain is included on every paid plan.
Details
  • Additional published websites are $39/site/mo.

Custom domains and SSL

Connect a public domain with automatic SSL so the site feels owned, trusted, and production-ready.

Included on paid plansYour first published website with custom domain is included on every paid plan.
Details
  • Additional published websites are $39/site/mo.

Redirects for changed URLs

Keep old URLs, campaign links, and changed pages pointing at the right destination with explicit redirect rules.

IncludedIncluded on every plan, including Free.

Private portals and access areas

Create private areas for supporters when the right answer is a portal, not a public page.

See examples
  • A public page can show the current campaign details without hand-editing content twice.
  • Supporters can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
IncludedIncluded on every plan, including Free.

Pages generated from live records

Publish one page per record, listing, profile, service, event, or resource without hand-building each page.

See examples
  • A public page can show the current campaign details without hand-editing content twice.
  • Supporters can land on the right form or portal from the site navigation.
  • Old links can redirect cleanly when the site structure changes.
IncludedIncluded on every plan, including Free.

SEO files, canonicals, and sitemaps

Publish clean page metadata, canonical URLs, robots rules, and sitemaps from the same site model.

IncludedIncluded on every plan, including Free.

Style kits for a consistent brand

Keep brand styling consistent across pages with reusable style kits, typography, colors, and layout rules.

IncludedIncluded on every plan, including Free.

Media library and file storage

Manage images and files used by public pages without scattering assets across external folders.

Included with allowance1GB storage on Free; 10GB on the entry paid band.
Details
  • Larger public bands include up to 100GB storage.
  • $0.25 per GB-month after allowance.
06

Embeds on any website

Drop the working parts into an existing site without rebuilding the whole public presence first.

Embeddable lists, calendars, and directories

Embed public lists, calendars, directories, and details into the website you already have.

See examples
  • Keep your existing website and embed the working list, form, or conversation exactly where visitors expect it.
  • A campaign page can carry one specific signup flow while the data still writes to Simply360.
  • The embedded surface can be replaced or updated without rebuilding the whole site.
IncludedIncluded on every plan, including Free.

Embeddable public forms and flows

Embed public forms and guided flows in your existing site while the data still lands in Simply360.

See examples
  • Keep your existing website and embed the working list, form, or conversation exactly where visitors expect it.
  • A campaign page can carry one specific signup flow while the data still writes to Simply360.
  • The embedded surface can be replaced or updated without rebuilding the whole site.
IncludedIncluded on every plan, including Free.

Embeddable conversation widgets

Add a public conversation widget to existing pages and route handoffs back to the team.

See examples
  • Keep your existing website and embed the working list, form, or conversation exactly where visitors expect it.
  • A campaign page can carry one specific signup flow while the data still writes to Simply360.
  • The embedded surface can be replaced or updated without rebuilding the whole site.
Add-on$29/mo per live conversation widget.
07

AI and conversations

Assistance, translation, public conversation, and budget controls that keep AI useful and bounded.

Website conversation widgets

Let visitors ask for help from your website and keep the handoff attached to the page and topic they came from.

See examples
  • the development team can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Add-on$29/mo per live conversation widget.

Ask Simply help inside the app

Ask Simply helps the development team understand records, draft copy, and move faster inside the app.

See examples
  • the development team can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Included with allowanceTrial credits on Free; $5 AI credit value/mo on the entry paid band.
Details
  • Larger public bands include up to $50 AI credit value/mo.
  • Budget caps stay on by default; larger prepaid AI packs are launch-gated until ratified.

AI help for website copy

Draft, refine, and rework website copy while keeping human review in the publishing flow.

See examples
  • the development team can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Included with allowanceTrial credits on Free; $5 AI credit value/mo on the entry paid band.
Details
  • Larger public bands include up to $50 AI credit value/mo.
  • Budget caps stay on by default; larger prepaid AI packs are launch-gated until ratified.

AI translations

Translate team-authored content where multilingual presentation matters, with language costs disclosed before activation.

See examples
  • the development team can draft first-pass copy, then review it before anything goes public.
  • Ask Simply can explain what a record means and suggest the next practical action.
  • Budget caps keep AI useful without creating open-ended spend.
Add-on$15/mo per AI translation language.

AI credits and budget caps

Give teams useful AI help without open-ended spend by showing included value, prepaid posture, and caps.

Included with allowanceTrial credits on Free; $5 AI credit value/mo on the entry paid band.
Details
  • Larger public bands include up to $50 AI credit value/mo.
  • Budget caps stay on by default; larger prepaid AI packs are launch-gated until ratified.
08

Payments and commerce

Checkout, carts, recurring billing, platform-fee honesty, and payment methods tied to the same records.

Payment processing with the fees visible

Collect money where the campaign needs it, with the platform fee explained before anyone activates payments.

See examples
  • Supporters can pay during the same flow where they register, request, or renew.
  • Line items can carry the context the development team needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Carts and checkout

Collect multiple items, fees, or selections in one public checkout tied back to records and workflow steps.

See examples
  • Supporters can pay during the same flow where they register, request, or renew.
  • Line items can carry the context the development team needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Custom checkout line items

Let teams shape the cart line items and evidence that appear in checkout and downstream payment records.

See examples
  • Supporters can pay during the same flow where they register, request, or renew.
  • Line items can carry the context the development team needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Relevant checkout add-ons

Offer relevant add-ons or related items during checkout without hard-coding one-off commerce logic.

See examples
  • Supporters can pay during the same flow where they register, request, or renew.
  • Line items can carry the context the development team needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.

Recurring billing

Run recurring charges for memberships, subscriptions, retainers, plans, or other repeatable billing agreements.

See examples
  • Supporters can pay during the same flow where they register, request, or renew.
  • Line items can carry the context the development team needs later.
  • Payment fees stay visible so finance questions do not become a surprise after launch.
Add-on$25/mo per team for recurring billing automation.

Saved payment methods

Store payment method references through the processor so approved billing can happen without re-entering card details.

Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.
09

People, access, and security

Unlimited users, permission boundaries, sign-in, constituent access, and security posture.

Unlimited staff and collaborator users

Invite everyone who helps grow relationships; pricing is not based on how many staff or collaborators need access.

IncludedIncluded on every plan with no seat-based pricing.

Roles and feature permissions

Give each Team User the product areas they need without handing over the whole admin surface.

See examples
  • A temporary helper can get the exact access needed for one campaign project.
  • Supporters can use a portal without becoming internal staff.
  • Team Admins can audit who changed sensitive records and when.
IncludedIncluded on every plan, including Free.

Data permissions for Team Users

Limit Team Users to the donors, volunteers, and partners and fields they should work with while Team Admins keep full oversight.

See examples
  • A temporary helper can get the exact access needed for one campaign project.
  • Supporters can use a portal without becoming internal staff.
  • Team Admins can audit who changed sensitive records and when.
IncludedIncluded on every plan, including Free.

Simply Login and MFA

Sign in through Simply Login with multi-factor authentication support and a consistent account boundary across products.

IncludedIncluded on every plan, including Free.

Access rules for people outside the team

Give external people access to the right portal, page, or workflow without turning them into Team Users.

See examples
  • A temporary helper can get the exact access needed for one campaign project.
  • Supporters can use a portal without becoming internal staff.
  • Team Admins can audit who changed sensitive records and when.
IncludedIncluded on every plan, including Free.

AWS-backed hosting and security posture

Run on AWS infrastructure with clear platform boundaries, audit posture, and secure deployment practices.

IncludedIncluded on every plan, including Free.
10

Integrations and extensibility

Syncs, webhooks, API access, registered apps, and agent/tool surfaces for teams that need to connect systems.

Managed syncs with serious outside systems

Connect external systems when organization work depends on data that lives somewhere else.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
Add-onFrom $49/mo per managed integration.
Details
  • Provider-specific managed-sync rates are published per integration before activation.

Light connectors and webhooks

Send and receive event-driven updates where a full managed sync is more than the workflow needs.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Developer API access

Use documented endpoints and scoped API keys when a team needs controlled external access.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Agent-ready tool access

Let approved agents inspect and operate supported Simply360 surfaces through hosted tool contracts.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Registered apps

Manage OAuth-style app registrations and controlled access for approved integrations.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.

Development-to-live configuration review

Move selected configuration between development and production environments with explicit review.

See examples
  • A managed sync can keep an outside system and Simply360 aligned without daily export/import rituals.
  • A webhook can notify another tool when a record changes.
  • API keys and registered apps can be scoped so integrations do not inherit broad staff access.
IncludedIncluded on every plan, including Free.
11

On the go and companion tools

Mobile, scanning, rooms, tags, and websites that bring the platform into more real-world moments.

Simply Anywhere for mobile team work

Use Simply360 on mobile for team work that belongs away from a desktop.

See examples
  • The development team can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
IncludedIncluded on every plan, including Free.

Staff scanning and check-in

Use phones and scanners for attendance, credentials, check-in, and other front-desk moments.

See examples
  • The development team can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
IncludedIncluded on every plan, including Free.

Simply Spaces

Add live rooms, spaces, floor plans, and booking logic when campaign work depends on physical space.

See examples
  • The development team can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
Add-on package$69/mo includes 15 active mapped spaces.
Details
  • $5/mo per additional active mapped space.
  • Custom pricing above 100 mapped spaces.

Simply Action Tags

Turn physical cards, signs, QR codes, and wallet passes into trusted actions tied to records already used by the development team.

See examples
  • The development team can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
Physical productQuote-first hardware; final SKU pricing is confirmed before order approval.
Details
  • Action Tags software and scans are included with the platform plan; scans are never metered.

Simply Websites

Use the standalone website builder when the public site should launch first and connect to deeper data later.

See examples
  • The development team can handle the real-world moment from a phone, scan, space map, tag, or public site.
  • A physical action can write back to the same records the office already uses.
  • Companion tools can start small and still stay connected to Simply360 as the workflow grows.
Add-on$39/mo per additional published website.
12

Setup, migration, and support

Ready-made starting points and human help for teams that want the system standing up cleanly.

Ready-made setup for this kind of team

Start from nonprofit-ready structure instead of a blank system, then adapt it as your team learns.

See examples
  • Start with a nonprofit-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real campaign examples instead of a generic demo script.
IncludedIncluded on every plan, including Free.

Data conversion help

Bring legacy spreadsheets and systems into a cleaner Simply360 starting point with help from the team.

See examples
  • Start with a nonprofit-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real campaign examples instead of a generic demo script.
One-time serviceFrom $500 for data conversion.

Full setup, training, and go-live

Have the Simply360 team configure the first system, train the operators, and support launch.

See examples
  • Start with a nonprofit-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real campaign examples instead of a generic demo script.
One-time serviceFrom $2,500 for full setup, training, and go-live.

Custom integration work

Scope and build integrations beyond the managed catalog when a team has a genuine custom system edge.

See examples
  • Start with a nonprofit-ready structure, then adjust it with the team instead of starting from a blank page.
  • The Simply360 team can migrate the first spreadsheet or legacy export into a cleaner working model.
  • Training can use your real campaign examples instead of a generic demo script.
Talk to usCustom scope and quote for integrations beyond the published managed-sync catalog.

Support from the builders

Get help from the people who know the platform and the family of apps instead of a generic support queue.

IncludedIncluded on every plan, including Free.

Multilingual system foundation

Core system UI supports the Simply360 language set so teams are not locked into English-only administration.

IncludedIncluded on every plan, including Free.

Payment fees are disclosed separately

0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.

Processor pass-through rates still apply, and payment features remain opt-in.

Ready to see Simply Foundations in context?

We can walk through the features that matter for foundation and nonprofit teams and leave the rest out of the way.

Book demoCompare pricing