Our data is a mess. Is it even worth migrating?

Yes — and a migration is actually the best time to clean it. We build the hygiene process into the migration itself, so you arrive at your new CRM with clean, organized data.

Which CRMs do you work with?

Salesforce NPSP/NPC is our primary specialty. We also work with HubSpot, Bloomerang, EveryAction, Blackbaud NXT, DonorPerfect, and more.

Can you help us if we just want to improve our existing CRM, not migrate?

Absolutely. A CRM health check and optimization engagement is one of our most common projects — no migration required.

Do you train our team after the build?

Always. Every CRM engagement includes training sessions, documentation, and a recorded walkthrough your team can reference anytime.

Nonprofit CRM consulting

The data infrastructure your donors deserve.

CRM architecture, migrations, deduplication, automation, and reporting — all built around how nonprofits actually work, not how software companies think they should.

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The problem

When the CRM is a mess, every campaign pays the tax.

Duplicates, mystery fields, and reports nobody trusts turn development work into archaeology. Clean architecture, hygiene, and automation are how fundraising systems stay usable after the consultant leaves.

Connected CRM and data systems surrounding a central interface

What's included

The CRM work that keeps the whole house running.

Your CRM is the foundation every other system is built on. We make sure it's solid.

01
CRM architecture & design
We design a data architecture that reflects how your organization actually works — objects, relationships, naming conventions, and custom fields built for scale.
02
CRM migrations
Migrations from legacy systems to Salesforce, HubSpot, Bloomerang, or EveryAction — planned around data validation, not a single cutover weekend.
03
Deduplication & data hygiene
We clean your contact records, merge duplicates, standardize formats, and set up processes to keep data clean going forward.
04
Donor segmentation
RFM analysis, lifecycle segments, lapsed donor tags, and communication preference groups — so every message goes to the right people.
05
Automation setup
Welcome series, re-engagement flows, stewardship automations, and task assignments wired directly to your CRM's data triggers.
06
Reporting & dashboards
Custom reports and dashboards for development teams, executive leadership, and board governance — built in your CRM, not a spreadsheet.

Our work

CRM & data work that changed operations.

CRM + payments live

HopeHub — Member Data & CRM

Organized membership and transaction records, integrated Stripe with Circle, reviewed payment exports, and built ongoing data management structure for a solo founder running a paid widow support community.

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Custom data architecture

CCT4NYC — Donor Data & CRM Integration

Built custom data flows and CRM integrations for a Brooklyn City Council campaign — donor records, form submissions, and ActBlue transactions all flowing cleanly into a structured backend.

Read the full case study →

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Platforms

CRMs we architect and support.

Salesforce NPSP and Nonprofit Cloud are our primary specialty. See how we approach each platform, or compare two of them directly.

Salesforce NPSP / Nonprofit Cloud Bloomerang DonorPerfect EveryAction Blackbaud Raiser's Edge Neon CRM HubSpot

Comparing two platforms before you decide? See Salesforce vs Bloomerang, Bloomerang vs DonorPerfect, or how to choose a nonprofit CRM.

Questions

Before we dig into the data room.

Our data is a mess. Is it even worth migrating?: Yes — and a migration is actually the best time to clean it. We build the hygiene process into the migration itself, so you arrive at your new CRM with clean, organized data.
Which CRMs do you work with?: Salesforce NPSP/NPC is our primary specialty. We also work with HubSpot, Bloomerang, EveryAction, Blackbaud NXT, DonorPerfect, and more.
Can you help us if we just want to improve our existing CRM, not migrate?: Absolutely. A CRM health check and optimization engagement is one of our most common projects — no migration required.
Do you train our team after the build?: Always. Every CRM engagement includes training sessions, documentation, and a recorded walkthrough your team can reference anytime.

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