AdvancementRM Reviews & Product Details

AdvancementRM is a purpose-built CRM for advancement, offering tools for alumni engagement, stewardship, and gift management. Powered by Salesforce and trusted by 80+ fundraising teams, it features SmartBatch efficiency, 275+ reports, and the Connect constituent portal, for online giving, alumni engagement, membership management, events, and more. With tailored analytics and a community of higher-ed experts, AdvancementRM turns donor data into actionable insights, helping teams drive campaigns, plan strategies, and equip leadership with the intelligence to scale and succeed. With Kindsight Intelligence (KI), AdvancementRM brings purpose-built AI directly into your advancement workflows. KI for AdvancementRM bundles three AI tools—KI Briefings, KI Advanced Activity Reports, and KI Personalized Donor Outreach—to help fundraisers prep for meetings faster, write cleaner activity reports, and deliver personalized donor communications at scale.

Seller

Kindsight

Discussions

AdvancementRM Community

Languages Supported

English

Overview by

Paige Magarrey

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AdvancementRM Integrations

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LJ

Lisa J.

Associate Director of Advancement Services

Enterprise (> 1000 emp.)

9/1/2026

"Excellent Customer Service That Handles Complex Gifts with Ease"

5/5

What do you like best about AdvancementRM?

The customer service is excellent, and they handle complicated gifts with accuracy and ease. Review collected by and hosted on G2.com.

What do you dislike about AdvancementRM?

At the moment, we don’t have a forum for enhancement requests. Without a solid forum, it’s hard to learn from other users, share feedback, or compare ideas and suggestions. Review collected by and hosted on G2.com.

MA

Megan A.

Training and Project Manager

Mid-Market (51-1000 emp.)

Originally submitted 10/2/2025

"Affinaquest Review by a Training Manager"

4/5

What do you like best about AdvancementRM?

Flexibility in reporting and workflows. Dashboards that visualize data. Self-service reporting. Review collected by and hosted on G2.com.

What do you dislike about AdvancementRM?

Affinaquest is a Salesforce platform, and while there are good things that come with that, it doesn't always work for higher education fundraising. This leads to having workarounds for fundraising processes. Review collected by and hosted on G2.com.

What problems is AdvancementRM solving and how is that benefiting you?

We moved from Advance to Affinaquest, so the dashboards are great and the ability to visualize the opportunity pipeline is greatly improved. Affinaquest allows for more seamless integrations, which streamlines our users' work. They log in to Affinaquest and are able to complete their work in there alone instead of being overloaded with many different tools to complete a job function. Review collected by and hosted on G2.com.