# SOLUTIONS BY PRODUCT - [CRM](https://docs.kindx.org/solutions-by-product/crm.md): Customer relationship management (CRM) - [What is CRM?](https://docs.kindx.org/solutions-by-product/crm/what-is-crm.md): Community Relationship Management (CRM) - [Who is CRM for?](https://docs.kindx.org/solutions-by-product/crm/who-is-crm-for.md) - [Contact record](https://docs.kindx.org/solutions-by-product/crm/contact-record.md): How can we see an individual record in CRM? - [Households](https://docs.kindx.org/solutions-by-product/crm/households.md) - [Brown household (Example 2)](https://docs.kindx.org/solutions-by-product/crm/households/brown-household-example-2.md) - [Household Roles](https://docs.kindx.org/solutions-by-product/crm/household-roles.md): How can we show the various family members' various relationships and roles? - [Why Households?](https://docs.kindx.org/solutions-by-product/crm/why-households.md): Where can I use the household accounts? - [Relationships with Accounts](https://docs.kindx.org/solutions-by-product/crm/relationships-with-accounts.md) - [Account Contact Relationship](https://docs.kindx.org/solutions-by-product/crm/relationships-with-accounts/account-contact-relationship.md) - [Account-Account Relationship](https://docs.kindx.org/solutions-by-product/crm/account-account-relationship.md): What are Account-Account Relationship? - [Relationship with Accounts](https://docs.kindx.org/solutions-by-product/crm/relationship-with-accounts.md) - [Party Role Relationship](https://docs.kindx.org/solutions-by-product/crm/party-role-relationship.md): What is party-role relationship? - [Contact-Contact Relationships](https://docs.kindx.org/solutions-by-product/crm/contact-contact-relationships.md): How do you track relationships between two contacts? - [Personalization](https://docs.kindx.org/solutions-by-product/crm/personalization.md) - [Email Templates](https://docs.kindx.org/solutions-by-product/crm/personalization/email-templates.md): How can I tailor communications to donors for a personalized touch? - [Not using a CRM might loose you money](https://docs.kindx.org/solutions-by-product/crm/not-using-a-crm-might-loose-you-money.md) - [Contact With a Single Relationship](https://docs.kindx.org/solutions-by-product/crm/contact-with-a-single-relationship.md) - [Fundraising](https://docs.kindx.org/solutions-by-product/fundraising.md) - [Peer-to-peer](https://docs.kindx.org/solutions-by-product/fundraising/peer-to-peer.md) - [Fundraising Pages](https://docs.kindx.org/solutions-by-product/fundraising/fundraising-pages.md) - [Text to Donate](https://docs.kindx.org/solutions-by-product/fundraising/text-to-donate.md) - [Event Ticketing](https://docs.kindx.org/solutions-by-product/fundraising/event-ticketing.md) - [Live Display](https://docs.kindx.org/solutions-by-product/fundraising/live-display.md) - [Frictionless Fundraising](https://docs.kindx.org/solutions-by-product/fundraising/frictionless-fundraising.md) - [Recurring Donor](https://docs.kindx.org/solutions-by-product/recurring-donor.md) - [Case Management](https://docs.kindx.org/solutions-by-product/case-management.md): Get a 360 degree view of your service tickets being raised. You can view the dashboards either by logging into the system, on your mobile, tablet or even emailed to yourself and others. - [Operations](https://docs.kindx.org/solutions-by-product/operations.md) - [Automations](https://docs.kindx.org/solutions-by-product/operations/automations.md) - [Send Birthday emails](https://docs.kindx.org/solutions-by-product/operations/automations/send-birthday-emails.md): Automatically send birthday emails to donors and volunteers - [Board](https://docs.kindx.org/solutions-by-product/board.md): 7 problems that can be solved by a CRM system for a nonprofit organization - [Marketing](https://docs.kindx.org/solutions-by-product/marketing.md) - [Events](https://docs.kindx.org/solutions-by-product/events.md) - [Service and Case Management](https://docs.kindx.org/solutions-by-product/service-and-case-management.md) - [Donors](https://docs.kindx.org/solutions-by-product/donors.md) - [Donor management](https://docs.kindx.org/solutions-by-product/donors/donor-management.md) - [Acquire donors](https://docs.kindx.org/solutions-by-product/donors/acquire-donors.md) - [Donor 360](https://docs.kindx.org/solutions-by-product/donors/donor-360.md) - [Donor segmentation](https://docs.kindx.org/solutions-by-product/donors/donor-segmentation.md) - ["RFM" - donor segmentation](https://docs.kindx.org/solutions-by-product/donors/rfm-donor-segmentation.md): Recency, Frequency and Monetary amount ("RFM") of Donations - [Donor engagement](https://docs.kindx.org/solutions-by-product/donors/donor-engagement.md) - [Personalization](https://docs.kindx.org/solutions-by-product/donors/personalization.md) - [Fundraising Pages](https://docs.kindx.org/solutions-by-product/donors/fundraising-pages.md) - [Frictionless Fundraising](https://docs.kindx.org/solutions-by-product/donors/frictionless-fundraising.md) - [Event Ticketing](https://docs.kindx.org/solutions-by-product/donors/event-ticketing.md) - [Program Management](https://docs.kindx.org/solutions-by-product/program-management.md) - [Project Management](https://docs.kindx.org/solutions-by-product/project-management.md) - [Volunteer Management](https://docs.kindx.org/solutions-by-product/volunteer-management.md): Get a 360 degree view of how you are making use of the most important resource – your volunteers. You can view the dashboards either by logging into the system, on your mobile, tablet or even emailed - [Grant making](https://docs.kindx.org/solutions-by-product/grant-making.md): Grant-making activity at a nonprofit can be effectively managed using Salesforce. - [Finance and Accounting](https://docs.kindx.org/solutions-by-product/finance-and-accounting.md) - [Grants - Inbound](https://docs.kindx.org/solutions-by-product/grants-inbound.md) - [Grants - Outbound](https://docs.kindx.org/solutions-by-product/grants-outbound.md) - [Outcome Management](https://docs.kindx.org/solutions-by-product/outcome-management.md) - [AI / GPT](https://docs.kindx.org/solutions-by-product/ai-gpt.md): Unlock the Power and Accessibility of Artificial Intelligence (AI) for All Organizations - [GPT](https://docs.kindx.org/solutions-by-product/ai-gpt/gpt.md): GPT stands for "Generative Pre-trained Transformer." - [GPT - Terminology](https://docs.kindx.org/solutions-by-product/ai-gpt/gpt-terminology.md) - [Generative meaning](https://docs.kindx.org/solutions-by-product/ai-gpt/generative-meaning.md) - [Chat GPT - use cases](https://docs.kindx.org/solutions-by-product/ai-gpt/chat-gpt-use-cases.md) - [GPT - Privacy](https://docs.kindx.org/solutions-by-product/ai-gpt/gpt-privacy.md) - [Using AI](https://docs.kindx.org/solutions-by-product/ai-gpt/using-ai.md): Putting the AI tools to work at nonprofit - [Photoshop Generative Fill](https://docs.kindx.org/solutions-by-product/ai-gpt/photoshop-generative-fill.md) - [Generative AI and creative arms race](https://docs.kindx.org/solutions-by-product/ai-gpt/generative-ai-and-creative-arms-race.md): Ovetta Patrice Sampson (Config 2023) - [Dashboards & KPI's](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis.md) - [CEO's Ops Dashboard](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/ceos-ops-dashboard.md): Dashboard of how are we are currently doing - [CEO's Time Machine Dashboard](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/ceos-time-machine-dashboard.md): The data in the dashboard changes based on time period selected from my customized dropdown list - [Driving Success Dashboard](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/driving-success-dashboard.md): Driving Success: Tracking Targets, Engaging Contributors, and Amplifying Donations for our Nonprofit. - [Donor Dashboards](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/donor-dashboards.md) - [Giving Range This Year](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/giving-range-this-year.md) - [Household Gifts This Year](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/household-gifts-this-year.md) - [Campaign ROI Analysis](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/campaign-roi-analysis.md) - [Revenue Trend over Years](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/revenue-trend-over-years.md) - [Opportunity Pipeline-Stage](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/opportunity-pipeline-stage.md) - [Organization Gifts This Year](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/organization-gifts-this-year.md) - [Payments Due Next 30days](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/payments-due-next-30days.md) - [Opp. Pipeline by Campaign](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/opp.-pipeline-by-campaign.md) - [10% Increase Projection](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/10-increase-projection.md): Donors projected to have a 10% increase over their last gift - [Donors Report (SYBUNT)](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/donors-report-sybunt.md): Contacts who donated some year, but unfortunately not this year (SYBUNT) - [Donation %change this year](https://docs.kindx.org/solutions-by-product/dashboards-and-kpis/donation-change-this-year.md) - [Data Management](https://docs.kindx.org/solutions-by-product/data-management.md) - [Data Security](https://docs.kindx.org/solutions-by-product/data-management/data-security.md) - [Data Compliance](https://docs.kindx.org/solutions-by-product/data-management/data-compliance.md) - [Integrations](https://docs.kindx.org/solutions-by-product/integrations.md): Below are some key integrations -- there are many more integrations to make your nonprofit efficient! --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.kindx.org/solutions-by-product.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.