I offer comprehensive CRM setup and training services tailored to non-profit organizations. Using our expertise; we'll organize your donors and members efficiently while creating an engaging platform for your cause. Our preferred CRM/donation platforms, Monday.com and Raisely, ensure seamless integration and optimal functionality.
Our services include:
- Customized CRM setup: We'll configure Monday.com and Raisely to align with your organization's needs and goals.
- Data migration: Seamless transfer of existing donor and member data to the new CRM platform.
- Training sessions: Comprehensive training for your team on how to effectively utilize the CRM system for donor management, communication, and reporting.
- Ongoing support: We'll provide continued guidance and assistance to ensure smooth CRM platform operation and maintenance.
Our services allow your organization to streamline operations, enhance donor engagement, and maximize impact. Let us empower your team to leverage technology for greater efficiency and effectiveness in advancing your mission.