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Simply Foundations features

Automation and communication

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

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What’s included

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 how foundation and nonprofit teams use this
  • A status change can create the next task, send the next message, or update the next field.
  • Reminders can go out before key dates without anyone checking a spreadsheet each morning.
  • The follow-up that always slipped can become the follow-up that always happens.
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 how foundation and nonprofit teams use this
  • The right person can hear about a new submission the moment it lands.
  • The development team can watch the records that matter instead of refreshing lists.
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 how foundation and nonprofit teams use this
  • A saved segment can get a personalized email pulled from record fields.
  • Opens and clicks land back on the record, not in a separate tool.
  • Confirmations and receipts can send themselves from workflows.
Included with allowanceEvery plan includes a monthly email-recipient allowance sized to the plan.
Pricing details
  • $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 how foundation and nonprofit teams use this
  • A same-day reminder text can cut no-shows.
  • Time-sensitive changes can reach supporters who never open email.
  • Prepaid caps keep texting spend intentional.
Usage-based$0.02 per text segment plus $10/mo per SMS number.
Pricing 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 how foundation and nonprofit teams use this
  • A standard reply or letter can be written once and reused with live record details.
  • A new teammate can send the same quality message on day one.
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 how foundation and nonprofit teams use this
  • Confirmations, agreements, letters, and packets can fill themselves from the record.
  • A document that took an afternoon of copy-paste becomes one click.
Included with allowanceEvery plan includes a monthly generated-document allowance sized to the plan.
Pricing details
  • $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 how foundation and nonprofit teams use this
  • Website conversations can land in one shared inbox with the visitor’s context attached.
  • A handoff between teammates keeps the whole history.
IncludedIncluded on every plan, including Free.

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.

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