Case Study: Allegiant Giving Corporation achieves more effective relationship management and professional outreach with Act!

Allegiant Giving Corporation - Customer Case Study

Allegiant Giving Corporation is a California-based not-for-profit that equips seriously injured veterans and supports local students through a networked model of prospects, partners, donors and participants. The organization’s challenge was keeping that evolving, often delicate web of relationships organized and actionable—despite frequent intern rotations and the need to proactively reach people who don’t yet know Allegiant—while also presenting professional communications on a small budget.

Allegiant has used Act! CRM since 2010 to solve this: disciplined data entry, tagging, shared notes and templates let the team track interactions, hand off work between interns, and initiate targeted outreach with polished emails. As a result Allegiant has built an information-rich database of about 4,300 records, maintains consistent, accurate records, scales its relationship-driven model, and achieves professional marketing without hiring a designer.

Allegiant Giving Corporation

Michael Matthews

Co-founder