Implementing a CRM or DRM helps you manage donor relationships and grow your nonprofit organization

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CRM/DRM Implementation

A CRM (Client Relationship Manager) or DRM (Donor Relationship Manager) helps your nonprofit manage donors, volunteers, and other supporters. No more trying to keep track of donor data in an accounting system or spreadsheet that wasn’t designed for that purpose. 

Software Implementation

Our team works with your staff during the CRM/DRM implementation process, assisting with technical questions and providing best practices.

Staff Training

Once your system is set up, we create training resources specific to your setup. This ensures that your current staff is equipped to use the system and future staff will have resources available to simplify their onboarding.

Building Workflows & Automations

A CRM/DRM can save hours of work every week if you utilize the system automation features in it. We help set up your automations for tedious tasks so your staff can focus on the things that matter the most.