Nonprofit Integrations & Managed CRM Services

We help nonprofits connect their systems so they can spend less time in spreadsheets and more time focusing on growing their organization’s cause.

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Disconnected systems force teams to track fundraising efforts manually–leading to inconsistent data and poor donor insights.

Nonprofits rely on cash flow from donors and philanthropic activities to advance their mission. If operations are being done manually, organizations waste valuable time needed to make a real impact. Automate workflows so your team can focus more on bringing dollars in the door.


Manage inbound grants

Give visibility to teams throughout the lifecycle of a grant between CRM, ERP, and accounting systems.


Sync donations across systems

Automate processes between payment gateways, finance platforms, and other apps to track contributions in real-time.


Maintain accurate donor info

Manage contact information between systems for more effective communication and outreach efforts.


Generate statements faster

Send automated year-end giving statements with integrated document generation tools.


Track point of sale & subscriptions

Sync event ticket sales, merchandise, and recurring subscriptions or memberships across systems.

Managed CRM Services for Nonprofits

 We work with nonprofits interested in or already using a CRM to manage philanthropic efforts. 

CRM-salesforce-icon Salesforce

Have a complex Salesforce environment? Our experienced team of Salesforce consultants is equipped to optimize your CRM to fit your unique processes.

CRM-hubspot-icon HubSpot

HubSpot is a powerful tool for nonprofits looking to scale their efforts. Get the most out of HubSpot CRM with custom-built reports, workflows, and more.

Ready to get more out of your systems for advancing your cause?

Book a time to meet so we can learn about your complex processes and help you execute a system that makes sense for your organization.


How we’ve helped nonprofits automate their organization

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American Marketing Association

Salesforce + Sage Intacct

MADD - Testimonial Thumbnail

Mothers Against Drunk Driving (MADD)

Salesforce + Sage Intacct

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Air & Space Forces Association

Fonteva + Salesforce + Sage Intacct

Baker Tilly - Kimberly Bink Robbins

Baker Tilly

Sage Partner

We tailor systems to our clients’ needs every day.

 Book a consultation to see what solutions would work best for your nonprofit.