CRM ConsUltinG

For nonprofit organizations

Migration

Identify and move to something better

INTEGRATION

Eliminate data silos and duplicate data entry

optimization

Get the most out of your current tools

  • Migration

    No two organizations operate exactly the same way. This is why we provide an end-to-end migration service for organizations that need to make the switch to a better system.

  • Customization

    For clients that are happy with their current system but would like to get the most out of their CRM investment:

    • UI/UX

    • Custom Reports

    • Workflows

  • Integration

    We connect your third party tools:

    • email marketing,

    • bookkeeping software,

    • fundraising intelligence,

    • and more.

  • Administration

    Hire us as a fractional administrator of your CRM system for far less cost than hiring someone internally.

FEATURED CLIENT STORIES

Results
Plan to Win
Strategy
Plan to Win
Strategy

How we helped a performing arts company develop and implement a robust and repeatable marketing and communications plan leveraging a modern marketing management platform.

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Strategy
Telling the Story
Branding
Telling the Story
Branding

How we helped a major professional choir generate well-defined visual identity guidelines alongside well-aligned key messages and stakeholder personas.

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Branding
Unleashing Digital Ads
Advertising
Unleashing Digital Ads
Advertising

How we helped a 40+ year old leading chamber ensemble generate a 9:1 return on advertising spend (ROAS) and hundreds of new patrons from Meta Advertising campaigns.

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Advertising

CRM simplified

If you are aiming to maximize operational efficiency, let’s meet and discuss your organization’s goals.

More Consulting Services