Technology
We've outgrown our technology.
Fewer tools, cleaner data, and reports your board can trust. We're platform-agnostic on CRM.
What good looks like
One source of truth for donors, gifts, and contacts. Numbers that match across fundraising, payments, and accounting without a person in the middle. A dashboard that answers the board's questions before they ask. Reports you can pull in minutes. And a website that works on a phone, loads fast, and meets accessibility standards, because your donors are older than you think and your funders are checking.
How we can help
We've built the systems Fortune 500 companies run on and migrated a national nonprofit's regional CRM to Salesforce. We are platform-agnostic: we'll tell you what to buy, what to keep, and what to cancel, and we don't take a commission from anyone.
- Plan
- A tech stack audit with a consolidation roadmap.
- Build
- CRM selection, migration, data cleanup, integrations, and the website.
- Partner
- A fractional head of technology who keeps it all running.
Services
- Tech stack audit and consolidation
- CRM selection, migration, and implementation, platform-agnostic
- Data cleanup, reporting dashboards, and KPI design
- Workflow automation and integrations
- Website build, redesign, and accessibility (WCAG/ADA)