Track Every Client Gift and Follow-Up
Manage budgets, track gifts by client and occasion, and ensure no important relationship goes unrecognized. Export for tax compliance.
The Challenge
Manual processes waste time
BD Teams spend hours on tasks that PE Ontology automates. Stop doing by hand what AI can do in seconds.
No system designed for this
Generic tools require workarounds. PE Ontology was built specifically for this use case in construction.
Data lives in silos
The information you need is scattered across Monday.com, email, spreadsheets, and people's heads.
How PE Ontology Helps
Purpose-Built Feature
Manage budgets, track gifts by client and occasion, and ensure no important relationship goes unrecognized. Export for tax compliance.
AI-Powered
The AI handles the repetitive work — generating content, extracting data, identifying patterns.
Integrated Pipeline
Everything connects to your deal pipeline. No more switching between 5 different tools.
Frequently Asked Questions
How does PE Ontology help with client gift tracking for construction?
Manage budgets, track gifts by client and occasion, and ensure no important relationship goes unrecognized. Export for tax compliance.
How long does setup take?
Under an hour. Connect Monday.com, upload data, start using immediately.
What does it cost?
Starter $749/mo, Professional $2,499/mo with AI features.
Ready to see it in action?
Try the live demo — no credit card required. See your construction pipeline, AI content, and portfolio intelligence in minutes.