Nonprofit CRM Solutions, Training & Data Services
Serving Nonprofits Nationwide.
Our Services Include
CRM Training
-
Onsite or offsite training for one individual or many, tailor-made to suit your organization’s standards
Database Consultation
-
Consultation on what CRM (constituent relationship management) database would best suit your organization’s needs
Data Cleanup
-
Data clean-up according to industry best practices and your unique data
Database Conversion
-
Conversion from your current database to Raiser’s Edge, eTapestry, or Little Green Light
Database Administration
-
Database Administration
Providing Solutions Using
.png)
Data Services That We Offer
TRAINING
Training that meets you where you are and gets your whole team confident in your systems.
We provide onsite or virtual training for individuals or entire teams, tailored to your organization’s goals, processes, and fundraising reality. Because we’ve been in your seat, we focus on what your team actually needs to know to use your database with clarity and confidence, not just how the buttons work.
Database audits
A clear understanding of your CRM and a confident path forward.
You deserve to know what’s working in your CRM and what’s holding your team back. A comprehensive audit gives you a deep look at your system’s structure, data health, and day-to-day use. Through conversations with your team, your goals, frustrations, and wish lists are brought to the surface and turned into practical, prioritized recommendations. The result is clarity in your data and renewed confidence in how your system supports your fundraising.
Data Cleanup
Clean data you can trust. Confidence you can feel.
Messy data creates stress at the exact moments you can least afford it. We bring clarity to your data through thoughtful clean-up based on industry best practices and your organization’s unique structure, so your team can segment, report, and reach out to donors with confidence.
Advancement Services
Steady, reliable database support so your team can focus on fundraising.
With consistent database management behind the scenes, your data stays clean, organized, and dependable. That means fewer last-minute scrambles and more clarity in your data, so you can move forward with confidence in every outreach.