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What is Insider Focus?

Enhancing the efficiency, clarity, and promptness of SEC Insider Research is made possible through KALEIDOSCOPE's INSIDER FOCUS, an adaptable AI-driven research platform that significantly bolsters fundraising initiatives by swiftly pinpointing corporate insiders such as executives and directors with impressive accuracy. Specifically designed for Prospect Research and Management, this cloud-based SaaS solution provides the flexibility to easily generate customized lists of relevant individuals and access comprehensive Insider Profiles enriched with dynamic charts and all pertinent information drawn from US SEC filings, along with historical stock data. Its AI functionalities facilitate data extraction, summarize employment contracts, identify forthcoming stock vesting schedules, and compute the "Net" value of stock transactions as well as historical stock donations. Additionally, it adeptly maps relationships with 990 Non-Profit entities and Investment Advisors, extending beyond just public company affiliations. Users can personalize their experience by uploading custom Watchlists and receive real-time or batch alerts about major developments. For those interested in exploring its capabilities further, a demo can be requested or a free trial can be utilized, allowing potential users to see the advantages of the platform firsthand while making informed decisions. This innovative approach not only streamlines the research process but also empowers organizations to leverage critical insights effectively.

What is Blackbaud CRM?

Blackbaud CRM™ provides an advanced customer relationship management solution specifically designed for large and enterprise-scale nonprofit organizations. This system combines exceptional expertise in the nonprofit arena with cutting-edge fundraising and CRM technology, as well as integrated analytics, multichannel marketing, and data mining services, all focused on enhancing the relationships that larger nonprofits cultivate with their supporters. By tapping into Blackbaud’s extensive fundraising acumen, this all-encompassing CRM solution empowers organizations to significantly boost their fundraising initiatives. It effectively tackles various communication and fundraising obstacles through a cohesive strategy that encompasses online donations, peer-to-peer fundraising, multichannel marketing, database segmentation, and optimal web design. Blackbaud CRM’s integrated prospect research tool, ResearchPoint™, helps eliminate uncertainties by revealing essential insights into wealth potential and philanthropic giving trends, ultimately propelling your mission with assurance. Additionally, this array of tools equips nonprofits with the flexibility to navigate evolving circumstances while fostering strong, productive connections with their donors, ensuring sustainable growth and impact over time.

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Integrations Supported

360MatchPro
Activepieces
AlmaShines
Almabase
Beam AI
Boundless Fundraising
COZYROC SSIS+ Suite
CallHub
Chief
ClickBid
Cvent Event Management
Flint
Fundraise Up
Givergy
Givzey
Momentum
Omatic
PairSoft
SkyStem ART
StarfishETL

Integrations Supported

360MatchPro
Activepieces
AlmaShines
Almabase
Beam AI
Boundless Fundraising
COZYROC SSIS+ Suite
CallHub
Chief
ClickBid
Cvent Event Management
Flint
Fundraise Up
Givergy
Givzey
Momentum
Omatic
PairSoft
SkyStem ART
StarfishETL

API Availability

Has API

API Availability

Has API

Pricing Information

$120/user/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

KALEIDOSCOPE

Date Founded

2017

Company Location

United States

Company Website

kscope.io/insider-focus/

Company Facts

Organization Name

Blackbaud

Date Founded

1999

Company Location

United States

Company Website

www.blackbaud.com/products/blackbaud-crm

Categories and Features

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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