CRM and Donor-Management Tools
The donor and contact systems shluchim use in late 2026, with verified prices where vendors publish them and how well each one works with AI.
By late 2026 the question in the group changed from "which CRM is best" to "which CRM will let my AI read and write safely." A member estimated in September 2026 that about 25 shluchim were building their own CRMs with AI. The more cautious view, repeated often: keep a real system of record and put AI on top of it.
Prices below were checked on vendor pages on 2026-10-21. Where a vendor does not publish a price, none is given.
The systems
| CRM | How it works with AI | Notes |
|---|---|---|
| ChabadOne CRM | Built on Salesforce, per members. Some connect Claude through the Salesforce MCP; others hit permission walls. | A ChabadOne AI integration was reported as close on 2026-10-18 (unconfirmed). See ChabadOne Integration. |
| Salesforce (nonprofit editions, NPSP) | Salesforce's hosted MCP servers became generally available in April 2026 for Enterprise Edition orgs and above. | Members reported getting free nonprofit licenses through Salesforce's nonprofit program; check eligibility with Salesforce. |
| Little Green Light (LGL) | Has an API (key-based). Community-built MCP servers exist. | $45/month up to 2,500 records, $60 up to 5,000, $75 up to 10,000; 30-day free trial. Members' limits: the API cannot create tasks or check event RSVPs (August 2026). |
| CMS Cloud (ChabadMS) | Built-in AI Report Assistant for transaction and bill reports (added August 2026). No public API known to members. | Upload Donations (Premium package) imports a CSV of up to 2,000 gifts, which you review before they reach a family record. |
| ChabadSuite | Members say it is built on CiviCRM, which has an API; one member connected it to Base44. | "ChabadSuite is putting together an MCP" was relayed in August 2026, unconfirmed. |
| DAAS CRM (offered through ShliachFlow) | Works inside ChatGPT, Claude and Muse through a custom connector; AI runs on your own OpenAI key. | $50/month for a limited number of new communities, 5-day trial up to 30 contacts, US and UK. Announced in the group 2026-10-14. |
| MYS (Manage Your Shlichus) | Built-in AI assistant that builds lists, drafts appeals and records gifts, with a preview and undo; you can add your own AI key. | Beta. $40/month or $400/year hosted, or $1,200 once for the source code to self-host; 7-day trial; unlimited staff accounts. Announced 2026-10-19. |
| Attio | Official hosted MCP server (attio.com/apps/mcp) for Claude, ChatGPT and others. | General-purpose CRM; shluchim use it with agents for lead lists and enrichment. |
| Hecher | A shliach-built CRM with an MCP connection and a WhatsApp voice-note helper. | Reported in beta with about 80 shluchim (May 2026). No public site found. |
| MyShul | Members describe a built-in report bot that answers plain-language requests. | Not confirmed on the public site. |
| COCi (Chabad on Campus) | A campus shliach logs student interactions from voice notes through its API with his agent. | Reported in August 2026 as saving "several hours weekly." |
| Beacon | UK charity CRM. | A shliach who moved to it said AI helped choose and migrate, but the migration "requires significant human input" (June 2026). |
Emet CRM, a GoHighLevel-based CRM in beta with about 15 shluchim in June 2026, did not load on 2026-10-21.
Choosing one for AI
Questions worth asking any vendor, drawn from what went wrong for members:
- Does it have an API or MCP connector, and can the AI write, or only read?
- Can you give the AI its own limited user, so you can see what it entered? (A shliach created a dedicated LGL user with limited permissions for his agent.)
- Does it show a preview before an AI change is saved? MYS and DAAS both advertise this.
- Can you import a CSV of gifts and review it before it posts? CMS Cloud's Upload Donations works this way.
- Can you export everything if you leave?
Donor research tools
- Hatch.ai: AI prospect research for nonprofits; enriches donor records from public data. Pricing on its plans page.
- WealthEngine: paid wealth screening for fundraising.
- Exa Websets: research lists; one member called it worth the money for fundraising (2025).
- Perplexity Deep Research: good for people with a public footprint, per 2025 reports.
Keep research to public information and to people who already have a relationship with your Chabad House. A January 2026 thread is a useful warning: a shliach used Gemini to dig up contact details for someone who had declined to give them, and the group's reaction was that it was creepy.
Forms that feed a CRM
- Tally: free form builder; its MCP server is free on all plans and lets Claude or ChatGPT create forms and read submissions (it cannot delete them).
- Jotform and Fillout: form tools members mentioned for their Salesforce integrations.
Related
- CRM Automation, the workflows.
- MCP Connectors
- Bookkeeping Agents, for payments and QuickBooks.
- Fundraising
- Vibe Coding, before building a CRM from scratch.
- Toolbox