Leave the data management details to us and get back to fundraising.

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System Selection and Configuration

Our team can assist with creating a plan for data management, selecting a CRM system that suits your needs and budget and then configuring the system to meet your needs once installed or converted.  We fill the gaps between what our clients need and what the vendors provide in order for clients to be up and running on a new system as fast as possible.

Diagnostics and System Enhancement

Our team conducts assessments of current systems, details action plans for improvement and then guides staff through clean-up, training and enhancement activities to ensure that your system is supporting your organization's development plan in the best way possible.   

Ongoing Database Administration

For organizations who prefer to outsource ongoing database administration needs, we are available to manage the everyday data-entry, correspondence, reporting and maintenance facilitated through your CRM system.  This is available for both cloud-based systems and client hosted systems.