Nonprofit Meeting Intelligence for Salesforce
You already know
your donors.
Now your CRM
can too.
Call in meeting notes while they're fresh. Get briefed on any donor in seconds. InstilAI captures what you know, fills in what you missed, and keeps Salesforce up to date — with you in control.
How It Works
No migration.
No professional services.
No waiting.
Generate your first briefing
Open any contact record. Press the Instil button. A complete, formatted donor briefing appears in 30 seconds — built entirely from your own Salesforce data. Saved as a PDF directly to the donor profile.
Works Inside Salesforce
No third-party tools, no training necessary, no separate system to manage.
Said in 60 seconds. Logged directly into Salesforce.
After a meeting, call or text InstilAI to talk through what happened. The AI agent structures your words into a rich, detailed interaction and logs it directly to Salesforce, before your next meeting starts.
By the Numbers
The numbers that define better fundraising.
54% of nonprofits say incomplete data is a major barrier to donor engagement.
Research shows professionals forget up to 64% of meeting details when they wait until the end of the day to log them.
Instil closes that gap.
30s
Briefing Generated
From button press to complete, a formatted donor briefing in 30 seconds or less. Built from your own Salesforce data.
60s
Interaction Logged
Dictate what happened after a meeting. The AI Agent structures it and writes to Salesforce before your next conversation starts.
Simplify your workflow
The signals were always there. Now you can see them.
Instil reads the patterns in your Salesforce data, giving trends, engagement gaps, and interaction history, surfacing what your data has been trying to tell you. So you walk in ready.
Built by Instil — a relationship intelligence platform for nonprofit fundraising, with portfolio management, campaign tracking, reporting, and more.