A unified platform for scheduling, outreach, and operations. Built to move beyond legacy donor management and unlock your data.
Core blood center tools integrated with curated partners. All your data unified, accessible, and owned by you.
Vortex connects the systems behind donor operations, giving you a complete view of your donors and the control to run recruitment that scales.
Not a generic CRM with a healthcare skin. Vortex reflects the real rules, workflows, and constraints blood centers operate under.
Integrates with your BECS and the systems that aren't going anywhere, so you modernize without disruption.
Unified data creates real visibility: who your donors are, what's working, and where to focus next across donor and research programs.
Connect to a modern CDPCustomer Data Platform
A CDP centralizes donor data from your systems and channels, then lets you build audiences and automate outreach journeys. Think: smarter targeting, consistent messaging, and measurable results. to build targeted audiences and run automated journeys across channels for donor recruitment and research re-contact, with outcomes you can measure and improve.
Purpose-built for blood centers. Designed to work with your existing systems and data.
Lightweight CRM
Recruitment command center with unified donor records and drive partner profiles in one place, including research donor lanes and interest tags so teams can act fast.
Appointment Scheduling
Smart appointment booking for staff. See all options at a glance and book fast with suggestions based on donor preferences and history.
Donor Portal
Mobile-first self-scheduling with magic links, plus appointment management, preferences, donation history, and research interest capture (no login required to book).
Rules Engine
Defines what can be booked: procedure capacity, time-slot rules, constraints, and permissions, so Book and Halo only show valid options.
Voice + SMS
Outbound calling and texting infrastructure with routing and delivery tracking. Built for contact centers and high-volume donor outreach.
Caller ID Protection
Branded calling, number monitoring, and remediation tools to protect reputation, reduce flagging risk, and improve answer rates.
Analytics + Reports
Operational reports plus configurable dashboards. Drill into appointments, collections, retention, and research recruitment / re-contact trends to guide decisions.
Drive Resources
Drive planning for vehicles, equipment, regional capacity, and staffing, so scheduling stays coordinated and operations stay covered.
Vortex Data Lake
All your donor and operational data (portal activity, outreach results, call center logs, website events, BECS, and more) brought together in one place.
Automatically build "ready-to-book" audiences from real signals (scheduled, clicked, answered, and no-shows), then run journeys that adapt based on what donors actually do.
Research-Ready
Support research recruitment on the same data foundation. Capture donor interests, build recallable pools, and match donors to study requests without manual lists.
Turn a new study request into a ranked, opt-in donor list, then launch outreach and route responders straight into scheduling.
Best-in-class partners, connected through Vortex. API-first by design, so teams can activate data without patchwork workflows.
The three integrations blood centers get most excited about, because they turn unified data into measurable recruitment.
Build richer donor audiences and automate multi-channel journeys, powered by complete donor profiles, not one-dimensional CRM filters.
Route outreach, capture outcomes, and keep every interaction tied to the donor record, so teams follow up intelligently and stay consistent.
Scale reminders, follow-ups, and reactivation calls, then feed results back into Vortex so campaigns improve over time.
Join a small cohort of blood centers helping define Vortex. Get early access, direct roadmap influence, and a hands-on pilot experience.
Quarterly roadmap sessions and structured feedback. Your team helps shape priorities, workflows, and what we ship next.
Validate workflows and integrations without disrupting what's already working.
Get early access to new modules and integrations, plus priority onboarding for pilot deployments as features reach readiness.
A direct line to the team for implementation questions, workflow review, and fast feedback loops, without ticket ping-pong.
Applications are reviewed on a rolling basis. We'll align on fit, pilot scope, and timing before confirming participation.
Designed for centers planning a pilot within 12–18 months.
Join blood centers connecting donor operations across systems, with data you can actually use.
See Vortex in action in a 30-minute walkthrough tailored to your center's workflows.
Join a small cohort shaping Vortex with direct roadmap access and a pilot-friendly rollout.
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Security & ComplianceSecurity-minded by design. Built on trusted infrastructure with role-based access and clear data boundaries. Security documentation available on request.
Have questions? We'd love to hear from you.