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 PEontology automates. Stop doing by hand what AI can do in seconds.
No system designed for this
Generic tools require workarounds. PEontology 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 PEontology 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 PEontology 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?
Operator $150,000/yr (1 company), Portfolio $250,000/yr (3 companies), Strategic $500,000/yr (10 companies). Every tier includes a dedicated research analyst.
Ready to see it in action?
Request a demo. See your construction pipeline, AI content, and portfolio intelligence in minutes.