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.

Holistic Approach

Your CRM must fit with your people and processes. CRMs have different strengths and weaknesses and they need to match your organization.


We have developed a comprehensive Assessment process starting with creating business and technical inventory of your systems, workflows, integrations, web forms, users, etc. We then can assess your situation and determine what’s most important.

Feature Review

What features are important to you? We start with our proprietary feature matrix that includes close to 500 detail features (close to 50 around fundraising alone) and help you identify the few key ones that will help us narrow the selection process.

We’ll Be Your Guide

An assessment process is detailed and specific to your unique needs. We have developed common questions to lead your team through critical decision points that guide you to the best CRM selection. We thrive on technical partnerships with our nonprofit clients and friends.

We’ll Find Stuff You Didn’t Know About

Hidden spreadsheets, manual processes, rogue online event registration processes. You name it, we’ve seen it. We’ll find it and we’ll probably know why it exists and how to prevent it from happening in the future.



Technologies for Nonprofits