Add a street address and DAAS looks up their home value automatically. You can leave it blank to just add the contact.
Address presets
ID from a previous CRM — used to match records on import.
Add this person?
Log an interaction
Embed on your website
Paste this into any HTML embed on your site — in Squarespace use a Code block, in Wix an HTML iframe element, in WordPress a Custom HTML block. The form sizes itself to fit, so you don't need to guess a height.
On your live site the form always shows in full and moves what's below it down, in Squarespace too. Already pasted an older code? Paste this one in its place.
Add a registration
Manual entry records the amount for tracking only — no card is charged. Leave amount blank for a free RSVP.
Edit registration
Add a note
Edit this person
ID from a previous CRM — used to match records on import.
Select
Merge two records
Pick which value wins for each field. Donations, interactions, and event registrations from the duplicate move to the keeper, then the duplicate is removed.
Import from a spreadsheet
Bring in people, giving, interaction history and other records from a CSV or Excel (.xlsx) file, whether it came from another system or your own spreadsheet. Nothing is saved until you check the preview and select Import.
Click to choose a CSV or Excel file or drag and drop it here
DAASדעת
Good morning.
Loading…
DAAS couldn’t start. Reload the page. If it keeps happening, check your connection.
דַּעַת
Data
Intelligence
Map
Settings
Pin thresholds
Home value
Green <
Mid <
Giving
Green <
Mid <
Prospect Score
Green ≥
Mid ≥
Fixed scale — green = high (≥70), gold 40–69, red <40.
Last contact (days)
Green ≤
Mid ≤
Number of donations
Green <
Mid <
About you
This is included in every AI search and research session — tell the AI who you are, what you're working on, upcoming events, key relationships.
Saved
Profile building context
This guides every profile build — what to search, where to look, and what signals matter. Edit as your community evolves.
Saved
DAAS
Dashboard
Loading…
Recent actions
Loading…
Search results
Home worth at least
Has given at least
Haven’t spoken in (days)
City
Prospect Score at least
Last donation after
Last donation before
Kids aged
Not known
Tier 1
Tier 2
Tier 3
Loading…
Pick somebody to see their details
Starting…
People
Good morning.
Send the email
Add people to the group
Only contacts with an email on file are shown. Tap to select, then add.
The Assistant writes emails, flyers, thank-you notes and reports for you.
Just have a question? .
0:00
Recording. Tap the arrow when you’re done.
Nothing goes out until you send it.
Log something
0:00
Tap → to use this recording. Nothing is saved yet.
Nothing saves until you approve it.
Or pick people and log it yourself
Add as many people as you like.
Build profiles
How the two search modes differ
Both answer questions about your people. They differ in how much they read first, and so in what they cost.
Standard · the everyday choice
Reads a one-line summary of every household: names, Prospect Score, home value and total giving. It also searches your notes for whatever is relevant. Good for “who mentioned wanting to host a Shabbos dinner?”, where the answer is in a note.
Power search · slower, and costs more
Reads the full profile of every household: the score breakdown, giving history, research and business background, plus your notes. For big jobs like “make me a list of people to ask for a major donation, with talking points.” It checks with you before it runs.
DAAS