Within one business day, we'll review your challenge and the capabilities you flagged — so the first call is already tailored to your team.
2
30-minute discovery call
No demo theater. We spend the first call listening — understanding your current stack, your compliance posture, and what "success in 90 days" looks like.
3
Sandbox deployed within 24 hours
We deploy a sandbox environment with sample data from your institutional profile. Your team can explore real workflows before committing to anything.
What you're committing to
No migration required. The 30-day POC runs alongside your current CRM.
Your data stays on your infrastructure. Self-hosted from day one.
No long-term commitment. Prove value first, expand where ROI is clear.
All nine capability domains included. No module tiers or per-feature pricing.
"GiftSentry shortens the time from gift to stewardship, makes compliance artifacts easy to issue and retrieve, and fits alongside your current CRM — not instead of it."