Having an effective way to manage and engage constituents is critical for all organizations.
The majority of our client partnerships are built around our expertise and passion for constituent management systems. We have implemented dozens of CRMs and we are experts in helping nonprofits with implementing, integrating, maintaining, and improving their system environment. CRMs will help your organization with donor management and engagement, volunteer management, events, email marketing, advanced reporting, member management, work flow and task management, financial integration, and much more.
We are experts in implementing these CRMs:
We are experts in these eCRMs:
We are also experts at integrating these CRMs with your websites:
Feature Info
Pre-Sales
Small or large, we do a lot before you pay us any money. Our Pre-Sales team will discuss your situation, we’ll send an extensive questionnaire to ensure we understand your situation, and one of our Team Leaders (often our CEO Paul Keogan) will spend an hour on a phone/video reviewing your needs and ensuring we develop the right assessment plan for you.
Experience and Expertise
We’ve converted from dozens of CRMs including Raiser’s Edge, e-Tapestry and Donor Perfect as well as homegrown Access, Excel, and File Maker Pro databases. We haven’t seen everything, but we’ve seen a lot! We know what questions to ask and the key differences between CRMs. We’ll bring this experience and expertise to your project.
Discovery and Assessment
The most successful implementations have a clearly defined scope of work - we start our implementations by developing a business and technical inventory to ensure we understand your key needs.
Data Conversion
Data conversion can be complex. We have developed a thorough and complete data mapping and data conversion process to ensure this difficult process is as smooth as possible.
Training
We work with our CRM partners to develop an appropriate Training Curriculum for your team. For larger implementations, we develop admin training and train-the-trainer processes.
Website Integrations
A CRM should not be siloed. It should be integrated with your website and potentially other web platforms. We’re experts in web simple form integration (donation, event, membership volunteer) and advanced web portals as well as eCRMs. We will ensure your CRM is expertly integrated with your website.
Webform: CRM - General
CRM - General
Let's talk about your CRM challenges.
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