Donor data that powers your fundraising
CRM & Donor Data
Your donor data should work as hard as you do. We help you choose, set up and clean up your CRM, build the reports your leaders need and train your team to keep it running well.
A donor database your whole team trusts
CRM assessment and selection
What it isA review of your donor database and the systems that could replace or improve it. We look at your current setup, data quality and workflows, then guide you to the option that fits your size, budget and fundraising goals.
Best for when you needA confident decision on whether to improve your system or move to a new one.
CRM setup and data migration
What it isThe setup and data move that get your CRM ready for fundraising. We configure the system around how your team works, clean up duplicate and inconsistent records, and move your data with careful checks along the way.
Best for when you needClean, trustworthy records in a system set up for fundraising.
Reports and dashboards
What it isA set of reports built for the people who lead your fundraising. We create the views your executive director, development staff and board use most, from revenue to goal and donor retention to your major gift pipeline.
Best for when you needA quick, accurate view of where your fundraising stands.
CRM training and support
What it isRole-based training and written procedures that keep your database in good shape. We train each person on the tasks they own, document gift entry and data care, and stay on call as questions come up.
Best for when you needConsistent use across your team, through staff changes and new hires.
In their words
We think your assessment and road map have given us a terrific foundation to build on, and we're excited to take the next step.
Questions about CRM support
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The best CRM is the one your team will use every day. The right fit depends on your budget, the size of your donor base, how you raise money and the tools you already use. We lead an evaluation around those needs and help you choose with confidence.
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Many teams already have a capable system that needs better setup, cleaner data and training. An assessment shows you whether to improve what you have or move to something new, and what to fix first either way.
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We start by finding duplicate records, outdated addresses and inconsistent entries, then merge and correct them in batches your team reviews. We also set simple rules for gift entry, so your data stays clean after the project ends.
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Most leaders rely on a handful of core reports: revenue to goal, donor retention, campaign results and your major gift pipeline. We build these reports for your executive director, development staff and board, so each person sees the numbers that guide their decisions.
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Yes. Training is part of every project. Each person learns the tasks they own, and we write procedures for gift entry and data care that make onboarding new staff easier.
Put your data to work for fundraising
Let's make your data work harder
Tell us about your CRM and what you need from it. We'll suggest a first step sized to your team.