CRM Scheduling Projects E-sign Roadmap Nonprofits Pricing Try it today

Meridian Voyager

The operating system for nonprofits.

Everything your organization runs on, in one login: CRM and donor management, giving, grants, events, volunteers, accounting, projects, and communications, working together. Replace the five to seven disconnected subscriptions your team juggles today.

Multi-tenant and secure by default Built for mission-driven teams Free for 2 months, no credit card

Good morning, Maya

Riverside Community Trust · Thursday, June 11

Reports New lead
Active contacts
4,820
12%
Open deals
$48.2k
8%
Bookings this wk
31
5
Tasks due today
9
on track
Outreach engagement, last 12 weekslive
Recent activity
Renewal email sent to 14 donors
9 minutes ago
Jordan Lee booked a 30 min intro
42 minutes ago
New lead added: Cedar Foundation
1 hour ago

All in one place

One login. Every tool you actually use.

Stop paying for, and switching between, a separate app for every job. Meridian brings the work of your whole team under one roof, scoped to your own private workspace.

CRMContacts, companies, deals, and a full activity log.
SchedulingCalendly-style booking with calendar sync.
ProjectsRoadmap, my tasks, and trash with restore.
Knowledge baseInternal docs and a public help center.
CommunicationsBranded email, queue, and phone system.
E-signaturesLegally binding signing and a contract vault.
InvoicingComing soon
Website builderComing soon

Also included

More that is live today.

Every one of these ships in your workspace right now, no add-ons and no upgrades.

Live

Accounting

Double-entry general ledger with nonprofit fund accounting and money in and out.

Live

Reporting & dashboards

An executive board view and a daily dashboard that read across every module.

Live

Grants

Prospects, applications, awards, budgets, and funder reports in one place.

Live

Procurement

Purchase requisitions, approvals, vendors, and expense reimbursements.

Live

Reputation

A review inbox and a request funnel that routes happy clients to your public page.

Live

Social

Compose and schedule posts across your channels from inside the workspace.

Live

File Cabinet

A private, CRM-aware document store with folders, tags, and instant preview.

Live

Board Management

Board roster with officer roles, term tracking with expiring-term alerts, meetings, minutes, and attendance.

CRM

Every contact, deal, and conversation in one record.

A clean, fast system of record for the people and organizations you work with. Filter by status, owner, or source, and see every email, call, and note attached to the right person.

  • Contacts and companies linked together, with owners and titles.
  • Activity log that captures every interaction automatically.
  • Custom statuses that match how your pipeline actually works.
  • Full audit trail on every change, for accountability and trust.

Contacts

4,820 people across 612 organizations

New lead Compose
All statuses All owners
PersonCompanyStatusOwnerUpdated
JL
Jordan Lee
Program Director
Cedar Foundation Lead Maya 2h ago Send
PN
Priya Nair
Board Chair
Open Harvest Co-op Donor Devon Yesterday Send
TW
Theo Watts
Grants Manager
Riverside Trust Active Maya 2 days ago Send
SM
Sofia Marin
Volunteer Lead
Bright Path Mentors Cold Devon 5 days ago Send

Scheduling & bookings

Let people book the right time, on the first try.

Share a clean booking link and let prospects, donors, and volunteers pick a slot that fits everyone's calendar. No back and forth, no double-booking.

  • Calendly-style links for intros, demos, and check-ins.
  • Multi-host booking and round-robin across your team.
  • Google Calendar sync reads busy times and writes events.
  • Availability rules, ICS attachments, and reminder emails.

Book a meeting

30 minute intro call · times shown in your timezone

MR
Maya ReyesRiverside Community Trust
30 minutes
Google Meet link added
Reminder 24h and 1h before
June 2026
SMTWTFS 1234567 891011121314 15161718192021
Thursday, June 11
9:00 9:30 10:30 11:00 1:00 2:30

Projects, tasks & knowledge

A lightweight PMO and a single source of truth.

Plan the work on a simple roadmap, track what is yours, and keep the answers your team needs in one searchable place, with a public help center for the people you serve.

  • Roadmap board to move work from backlog to done.
  • My tasks view so nothing assigned to you slips.
  • Trash with restore, so a delete is never the end.
  • Knowledge base: internal docs plus a public help center.

Roadmap

Fall Giving Campaign · 12 tasks

Add task
Backlog 3
Draft donor segment for win-back
CRMDV
Refresh help center FAQ
KBMR
In progress 2
Build gala booking page
BookingMR
Import 2025 donor list
CRMDV
Review 1
Approve appeal email copy
EmailMR
Done 6
Set up reminder automation
DoneDV
Connect Google Calendar
DoneMR

Communications

Send branded email that actually lands.

Compose from reusable templates, drop in merge fields, and let the queue handle delivery. Connect your domain so email lives in your workspace, not a staff member's personal inbox. A built-in phone system rounds it out for the calls that still matter.

  • Branded email with a clean wrapper and saved templates.
  • Email that stays with the org, connect your domain and every message and contact stays in the workspace when people come and go.
  • Send queue that paces delivery and logs every send.
  • Phone system: pick a number, auto-attendant, voicemail with transcription, and full call history on the contact.

Compose & Send

From templates, with merge fields and a paced queue

Send
Donor renewal
Used 142 times
Booking confirmation
Used 88 times
Volunteer welcome
Used 56 times
ToPN Priya Nair+ 13 donors
SubjectYour support keeps the doors open
Hi {{first_name}},

Thanks to supporters like you, Riverside served 1,240 families this spring. Your membership renews on {{renew_date}}, and renewing today keeps every program running.
Queued · sends over 20 min

E-signatures & contracts

Get it signed, then keep it safe.

Send any agreement for legally binding e-signature right from a contact or deal, then file the executed copy in a searchable vault. No separate signing tool, no contracts scattered across inboxes and drives.

  • Legally binding signing, ESIGN- and UETA-compliant, with recorded signer consent on every document.
  • Type or draw a signature from a private signer link, no account required to sign.
  • Certificate of completion with a full audit trail and a tamper-evident hash on the final PDF.
  • Contract vault with renewal reminders, role-based access, and AES-256 encryption on SOC 2 Type II hosting.

Partnership Agreement

Sent to Jordan Lee · Cedar Foundation

Completed
Sent Viewed Signed
Agreement
This Partnership Agreement is entered into between Riverside Community Trust and Cedar Foundation for the Youth Mentoring program, effective Jun 11, 2026.
Jordan Lee
Jordan Lee
Program Director · Signed Jun 11, 2026 at 2:14 PM
Signed
Signer agreed to use electronic records and signatures (ESIGN / UETA). Certificate of completion and audit trail attached. Document hash verified.

On the roadmap

What we are building next.

These modules are in active development and not available yet. They are the reason one workspace will replace your website host, your survey tools, and your follow-up spreadsheets too.

Riverside Community Trust
Invoice
INV-0231
Issued Jun 11, 2026
Billed to
Cedar Foundation
Attn: Jordan Lee · grants@cedarfdn.org
Due
Jul 11, 2026
Net 30
DescriptionQtyRateAmount
Program partnership, Q3
Youth mentoring cohort sponsorship
1$3,500.00$3,500.00
Workshop facilitation
3 sessions · June
3$450.00$1,350.00
Materials & printing
1$280.00$280.00
Subtotal$5,130.00
Tax (exempt)$0.00
Total due$5,130.00
Pay securely by card or bank. Powered by Stripe.
Pay $5,130.00
Coming soon

Surveys

Collect feedback and program outcomes, then roll the results straight into your reporting.

Coming soon

Campaign tracking

QR codes and campaign codes for flyers and links, with attribution so you see which campaign drove each lead.

Coming soon

Invoicing & Quotes

Branded invoices and quotes with Stripe payment links. Quotes convert to invoices when accepted.

Coming soon

Automations & Follow-ups

Trigger-based sequences that chase renewals, nurture leads, and run the busywork on their own.

Coming soon

Website builder

Free starter sites for nonprofits. Pick a template, fill in your pages, publish on your subdomain.

Coming soon

Events

Ticketed events and check-in, with attendees synced into your CRM.

Coming soon

Forms builder

Embeddable forms for sign-ups, applications, and donations that create records automatically.

Coming soon

Partner / referral program

Track referrals and reward the people who send new customers your way.

Donor stewardship In development

Stewardship that keeps donors giving.

More than a contact list. Track every gift, pledge, and recurring donation, then let Meridian tell you who to thank and who to reach next. Built on the donor lifecycle, not a sales funnel.

  • Gift, pledge, and recurring giving tracking, organized by fund, with soft credits for the people behind a gift.
  • Households that roll family giving into one view, so you steward the relationship, not just the record.
  • Automatic thank-you receipts and year-end tax statements your donors need, sent without the busywork.
  • LYBUNT and SYBUNT lists that surface lapsed donors automatically, so the ones slipping away are easy to win back.
  • Smart Nudges that tell you which donors to reach today: birthdays, lapses, and gifts still waiting on a thank-you.

Priya Nair

Open Harvest Co-op · Recurring donor

Donor
Lifetime giving
$12,400
This year
$2,100
Recurring
$25/mo
Last gift
3d ago
Send thank-you for 5 gifts received yesterday
Smart Nudge
3 donors lapsed this month (LYBUNT)
Smart Nudge
Theo Watts has a birthday Friday
Smart Nudge

Grant Finder + AI Grant Writer New

$109 billion in grants. Found, matched, written.

Foundations gave out $109 billion last year, and most small nonprofits never hear about the grants sitting in their own backyard. Voyager read 130,346 IRS filings (every private foundation legally discloses each grant it pays) and built a catalog of 11,636 funders across all 50 states. Tell it your mission once and it finds the money, explains each match, and drafts the application.

  • A nationwide catalog, 11,636 funders strong: corporate, community, family, and government grant-makers in every state, with typical grant sizes, how-to-apply details, and deadline windows pulled from the funders' own filings. Hand-verified entries are badge-marked.
  • Recommended for you: fill in your profile once and Voyager ranks the whole catalog against your mission and location, with a plain reason on every match, so a youth mental-health nonprofit sees youth mental-health money.
  • AI writes the draft: the same profile powers funder-specific letters of intent, proposal narratives, and budget narratives, so drafting stops being the reason you skip the grant.
  • Federal too, and one click to pipeline: search the live Grants.gov listing from the same screen, and save any funder straight into your grants workflow, tracked end to end.

Grant Finder

Matched to: youth · mental health · Nevada

12 matches
Raiders Foundation · Impact Grants $2,500-$25,000
Mental health, youth · Fall cycle opens October
NV Energy Foundation · letter of inquiry, any month
Youth, education, wellness · decisions July and December
United Way Community Impact · ~$30k-$70k
Saved to pipeline · application due mid-February
Draft letter of intent ready · Raiders Foundation
Written from your org profile · review and send

Compiled from public sources including IRS Form 990 filings. Verify details with the funder before applying.

Built for nonprofits

Start with a free website. Grow into everything else.

Every nonprofit needs a website and a way to reach people. We make that part free, then grow with you as your mission does. No enterprise contracts, no setup you have to figure out alone.

A free starter website

Pick a domain and we stand up a clean, mobile-ready site for your cause. No designer, no monthly host. It is the front door, and it is free.

Email, set up for you

We guide you through Google Workspace for Nonprofits so your team gets real @yourcause.org email free, or connect your domain to Meridian directly so every message and contact stays in your workspace, not in a volunteer's personal inbox when they move on.

Native fund accounting

Restricted grants in their own buckets, grant tracking, donor management, and Form 990 prep, built into the books rather than bolted on after.

Donor trust, by design

Isolated workspaces, full audit trails, and least-privilege access protect the donor and beneficiary data your supporters trust you with.

Plus free Google tools, set up for you

Nonprofits: once Google verifies your 501(c)(3) status through Google for Nonprofits, your whole team gets Google Workspace free, including custom @yourcause.org email, Google Meet, Google Calendar, and Drive. We connect it to Meridian for you.

Startups and small businesses: Google Meet and Google Calendar are free for your whole team, and eligible startups can get a year of Google Workspace free through Google for Startups. We help you wire it in either way.

Pricing

Honest pricing. Built for your stage.

Nonprofit pricing that stays affordable, simple intro pricing for small businesses, and enterprise plans with customer portals at scale. Pick what fits, and start free.

For nonprofits
Nonprofit
The full platform at mission-friendly pricing, with a free website included.
$49 / location / mo
Year one intro price. Then $149 / location / month.
  • 25 users included
  • $1.99 per extra user / month
  • 2-month free pilot
  • Free starter website included
  • CRM, scheduling, projects, knowledge, email
Try it today
For-profit
Simple pricing for small businesses, with an intro rate for your first year.
$299 / mo
First year intro price. Then $499 / mo per location, up to 100 users.
  • Up to 100 users included
  • Your whole team, one workspace
  • Full CRM and pipeline
  • Scheduling, projects, and knowledge base
  • Branded email and communications
  • Custom subdomain and white-label
Try it today
For scale
Enterprise
For organizations that give their own customers and members a place to log in, at scale.
Let's talk / contact us
Custom pricing by portal size, with onboarding and security built in.
  • Everything in For-profit, plus:
  • Branded customer and member portals
  • Portal logins: 10K, 50K, or 100K+ tiers
  • SSO, advanced security, and audit logs
  • Dedicated onboarding and priority support
Contact us
Refer a customer: +2 months free for both of you Prepay annually: +2 months free Add a phone line: $5/mo for your first year, then $10/mo plus $5/mo per additional line, all at 2¢/min

Free credits from referrals and annual prepay are stackable but cap at 12 months total.

Available now

Run everything from one workspace.

Signups are open. Start free today, no credit card, and get two months on us. Nonprofits first.

Free for 2 months. No credit card. Cancel anytime.