The team communicates effectively and thoroughly. They walk you through their process of model creation which helps establish a baseline quickly.

We've had a positive experience of Windfall integrating with our existing platforms, which resulted in information and access to some high capacity donors for our campaign

I love that the wealth screening and reporting is linked bi-directionally with our CRM (NeonOne). Being able to combine the data between Neon and Windfall into a single report provides great visibility into who realistically could give more. The NAICS interests of those in our database (identified through Windfall) also gives us insight into how to better target marketing and social media campaigns. The fact that we can have the data automatically updated every week is great! Connecting it to Neon was fast and easy. (We love NeonOne's CRM, too, so it's marriage made in heaven. Having an assigned customer success manager has been wonderful. She's been extremely helpful any time we have questions, etc. I love their pricing model, too...you don't pay based on the number of constituents in your database or on how frequently you synch the data. That keeps the pricing very reasonable.