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.
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.
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.
02
CRM migrations
Seamless migrations from legacy systems to Salesforce, HubSpot, Bloomerang, or EveryAction — with no data loss, no surprise downtime, and full validation.
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 liveHopeHub — 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.
Read the full case study →
Custom data architectureCCT4NYC — 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 →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.
Start building