Dataro 3.0 is here: a new look and four new features
Product & Features
Dataro 3.0 turns donor-level predictions into ranked priorities and ready-to-run actions across appeals, retention, mid-level, major and planned giving.
New look. Same idea, taken further.
Fundraising teams have never had more data — or more pressure to do more with less. The challenge isn’t knowing more about your donors. It’s knowing what matters most, who needs attention, and what action to take next.
That’s where Dataro 3.0 comes in. Know who to focus on and what to do next across every program.
Rolling out now to customers, Dataro 3.0 brings a faster, more powerful way to turn intelligence into action. With fewer, better touches and a clear next step on every record, fundraising teams can invest their limited time, budget, and capacity where it matters most — across appeals, retention, mid-level, major gifts, and planned giving.
Picture your Monday morning.
By the time you've poured your first coffee, Dataro 3.0 has already done the heavy lifting.
Overnight, it has identified your highest-impact opportunities and surfaced four clear next moves — so you can spend less time deciding where to start and more time building the relationships that drive fundraising forward.
Make those moves before your coffee gets cold.
Your Monday, in four moves
The overnight thinking is done. Now it's time to act.
Move 1 — See where to focus, with Insights. Open Insights to see where revenue, risk and opportunity sit across the program, then drill to the individuals who need attention now.
Move 2 — Know your donors, with Donor Research. Pull a fully cited profile in minutes on the people who matter this week — current major donors, major donor prospects and new donors — so cultivation prep isn't a research project.
Move 3 — Launch the next play, with Playbooks. Kick off a ready-to-run sequence — who to contact, what to say and when — across appeals, retention, mid-level, major or planned giving.
Move 4 — Activate the right group, with Audiences. Push an audience built on propensity and intent straight into email, ads, mail or the CRM.
Four moves on Monday, and your whole week is already in motion.
See it live on August 19
We're walking through everything new in Dataro 3.0 in a live launch webinar on August 19. See the new look and all four features in action, and bring your questions.
Register for the Dataro 3.0 launch webinar →
Want to see it on your data?
Book a tailored demo on your own CRM and data, and we'll show you exactly who to focus on and what to do next — before your next campaign.
Feature FAQ
What is Insights?
Insights works at two levels. It shows the shape of your program — where revenue, risk and opportunity sit — then drills to the individual, so you know exactly who to focus on and what to do next. The overview tells you where to look; the donor level tells you what to do.
What is Donor Research?
Donor Research surfaces the right people to look at — current major donors, prospects and new donors — and assembles a full profile on each: capacity range, affinity, giving history, network and due-diligence checks. Every finding is cited and explorable, so what you bring to a gift officer or board is backed by evidence, not a black box.
What are Playbooks?
Playbooks turn donor-level predictions into ready-to-run sequences — who to contact, what to say and when — mapped to a real workflow. Set the play once and Dataro keeps it current as donors move, so every program runs on the same rhythm instead of resetting each campaign.
What are Audiences?
Audiences let you build groups from propensity and intent — automatically or your own way — and push them straight into the channel where you'll act. Dataro keeps them current as donors move, so you can track who's entering, who's leaving and how each group performs. Each audience is built from donor-level rankings underneath, so you activate a group but act on individuals.
Does 3.0 work with my CRM?
Yes. Dataro is a predictive layer that sits on top of your CRM, reads your data and returns ranked actions into the tools you already use.
How do I get Dataro 3.0?
Want to see it on your own data? Book a tailored demo on your CRM, or start with a data review and pilot scoping call.
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