Advance
Power meaningful relationships. Fuel lasting impact.
Unify CRM, engagement, and giving in one connected advancement solution—purpose-built for higher education and powered by Microsoft Dynamics 365.
One Platform for Smarter Advancement
Advance brings together an AI-enabled CRM, marketing automation, and integrated engagement tools—so advancement teams can cultivate meaningful constituent relationships, deliver personalized donor experiences, and reinforce institutional brand consistency.
Eliminate data silos and empower teams to drive fundraising outcomes while maintaining brand consistency and achieving greater efficiency.
Integrated constituent CRM + engagement tools
Smarter engagement with built-in AI powered by Microsoft Copilot
Personalized campaigns that drive giving at scale
Up-to-date pipeline and performance insights
Lower transaction fees and greater flexibility in payment processing
Enhanced prospecting with scoring and built-in wealth screening
Cultivate relationships with clarity
Track giving history, campaign participation, and engagement in one connected profile to personalize interactions and prioritize stewardship.
Power personalized journeys
Launch automated, multichannel campaigns using real-time behavior and giving activity to engage alumni and donors at scale.
Simplify giving experiences
Design branded, pre-filled giving forms, flexible donation workflows, and event commerce features—all integrated with the CRM.
Drive decisions with data
Access out-of-the-box dashboards for pipeline health, major gift tracking, and campaign ROI—no custom builds required.
Empower your entire team
Break down silos across departments by aligning advancement, alumni relations, and development around shared data, tools, and strategy.
Built for higher education, powered by Microsoft
Advance is built natively on Microsoft Dynamics 365—enabling tight integration with familiar tools like Outlook, Teams, and Excel. Smarter engagement with built-in AI powered by Microsoft Copilot (included) helps you draft communications, surface insights, and streamline your daily work—right inside your CRM.
Institutions Using Advance
Get Started
Encoura is ready to empower you with Advance to achieve your institution's engagement and advancement goals. Reach out to us today!