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.
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Manage nonprofit operations faster with automated workflows between systems
Salesforce
HubSpot
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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.
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