Frequently Asked Questions

What is Beam Insights?

A fundraising planning software that provides fundraisers the real-time insights they need to pivot, make decisions, and plan for what’s next.

What does Beam Insights do?

Beam Insights connects with your CRM or database and analyzes your data to help with campaign and annual planning, goal setting, and tracking. Your fundraisers get access to high-level data and in-depth analyses of your donor pool and can assess—in real time—donors’ capacity and progress towards fundraising goals.

What makes Beam Insights different?

Beam Insights was built by fundraisers, for fundraisers: Our consultants have been in your shoes and have a unique understanding of the challenges fundraisers and nonprofit leaders face. We created Beam Insights in consultation with nonprofit leaders across sectors to meet their needs, big and small.

Our software delivers real-time insights through a proprietary algorithm that pulls information from your CRM or database daily. Through a simple interface and easy-to-use tools, you can access the right information at the right time. And with the full support of Campbell & Company, you have on-call guidance whenever you need it.

Check out this page to learn more about what sets Beam Insights apart.

How can I try Beam Insights?

You can sign up for a demo here. Our team will set up a 1:1 meeting to walk you through the software’s features, functionality, and interface.

Is Beam Insights compatible with my CRM or database?

Beam Insights is compatible with any CRM or database that has an automatic export feature or an API.

Is Beam Insights accessible on smartphones?

Yes, Beam Insights is accessible and easy to use across all devices and screen sizes: mobile, desktop, laptop, and tablet.

Do I have to be an existing Campbell & Company client to use Beam Insights?

No, Beam Insights is a flexible platform, designed to fit your needs. It can be used on its own or bundled with fundraising counsel.

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