Use case: Catch data issues before they cost you.

When your data is messy or inconsistent, it’s harder to trust reports, outreach, and decisions. Penny helps you identify gaps, duplicates, and anomalies so you can clean your data and move forward with confidence.

Messy donor data doesn't just slow you down. It can lead to missed opportunities, inaccurate reports, and outreach you can't fully trust. Penny is Bloomerang's AI strategist built right into your CRM to help you understand and act on your data with confidence. Start by asking Penny to review your data for gaps, duplicates, or inconsistencies. In seconds, she scans your database and surfaces issues that could impact your fundraising, reporting, or donor segmentation. But Penny doesn't stop at flagging problems. She explains why they matter. From duplicate records affecting donor insights to missing information limiting your outreach, you'll understand exactly what's impacting your results. Then, take action with confidence. Prioritize the most important fixes, update records, or assign tasks to your team so your data stays accurate, connected, and ready to support better decisions. Because when your data is clean, every report, every campaign, and every ask becomes more effective.

Step-by-step guide: From messy data to trusted records

Step 1

Ask Penny to review your data for gaps, duplicates, or inconsistencies. She scans your database to surface issues that could affect your fundraising, reporting, or donor communications.

Step 2

See what needs attention and why it matters. Penny highlights the issues it finds and explains how they could affect your reporting, outreach, and confidence in the data.

Step 3

Take action with confidence. Prioritize fixes, update records, or assign tasks so your data stays accurate, connected, and ready to support better fundraising decisions.

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