A trusted partner for every leading nonprofit CRM system.

CRM Evaluation & Selection

We have deep experience evaluating and implementing all leading nonprofit CRM systems including Engaging Networks, EveryAction, Actionkit, Act Blue, Salesforce, Blackbaud Luminate, Neon, Quorum, Phone2Action, CiviCRM, and more. We can help match what you need to your budget and functional requirements for a perfect fit.

We can help:

  • Evaluate and define CRM functional requirements.
  • Lead or support the vendor RFP scope and process.
  • Demo and guide system evaluation to meet your needs.
  • Recommend a platform to select for your specific criteria.

Transition & Implement a New System

We’ve transitioned organizations large and small to new CRM systems that are fully integrated across your digital architecture. From styling the front-end to match your website and digital properties, to connecting your back-end systems to ensure a seamless supporter experience, we can help with every aspect of implementation.

We can help:

  • Transition all data and functionality to your new CRM.
  • Configure and style the system to match your website.
  • Build functionality and integrations for a seamless experience.
  • Test and launch your new, fully-integrated system.

Refresh & Update Your CRM Implementation

Sometimes a little TLC is all you need to keep moving in the most efficient, effective way possible. From regular maintenance to fine-tuning your existing systems, we can help update your current systems to make them run as smoothly and effectively as possible. 

We can help:

  • Evaluate gaps in your current configuration vs. needs.
  • Update your current CRM system to meet current criteria.
  • Refresh integrations between systems to improve functionality.
  • Rebuild features as needed to update and optimize.

Ready to chat?

Let’s see how we can help!