What we do for growing companies.What we do for growing nonprofits.
We set up and clean up the CRM, sales process, reporting, and playbooks that let a $1M–$100M company grow without everything depending on a few people.We set up and clean up the donor database, fundraising process, reporting, and playbooks that let a $1M+ nonprofit raise more and serve more without burning out its staff.
What we set up.
Most projects combine a few of these. We start with whatever is costing you the most.
CRM setup and cleanup
We set up Salesforce or clean up the CRM you have, so the data is accurate and trusted.
- Clean, de-duplicated records
- Only the fields your team needs
- Clear rules for who updates what
Sales process and pipeline
We write down how deals really move, then build the stages and handoffs into the CRM.
- Deal stages with clear exit rules
- A 30-minute weekly pipeline review
- Forecasts based on real data
Reporting and dashboards
The numbers leadership needs, updated automatically, in one place.
- A leadership dashboard
- Team scorecards
- No more spreadsheet rebuilds
Integrations and automation
We connect your CRM to email, marketing, billing, and project tools, and automate the busywork.
- Less manual data entry
- One source of truth
- Alerts when something needs attention
Playbooks and onboarding
We turn what your best people know into playbooks new hires can follow.
- Sales and account playbooks
- Onboarding plans for new roles
- Documentation inside your tools
Training and adoption
We train your team as we build and check usage after launch.
- Training by role
- Usage reports after launch
- A named internal owner
Knowledge bases and training portals
We turn your processes and know-how into a searchable knowledge base and a training portal, so new hires learn without pulling people off their work.
- Searchable how-to library
- Role-based training paths
- Built in the tools you already use
Client portals and custom systems
When off-the-shelf tools don't fit, we build client portals and custom apps on top of your CRM.
- Clients see status, files, and next steps
- Fewer status emails and calls
- Connected to your CRM data
AI readiness
AI is only as good as the data behind it. We clean up and connect your data so AI tools give your team answers they can trust.
- Clean, de-duplicated records
- One source of truth across tools
- A short list of AI uses worth starting with
What we set up.
Most projects combine a few of these. We start with whatever is costing your mission the most.
Donor database setup and cleanup
We set up Salesforce Nonprofit Cloud or clean up your current database, so every donor record is complete and trusted.
- Merged duplicates and full giving history
- Households and relationships set up correctly
- Clear rules for data entry
Fundraising process
We map how gifts move from first contact to thank-you, then build those steps into your system.
- A clear process for major donors
- Automatic thank-you tasks
- Alerts for donors who are slipping away
Board and grant reporting
The reports your board and funders ask for, built once and updated automatically.
- A board dashboard
- Grant tracking with deadlines
- Program and outcome reports
Events, volunteers, and integrations
We connect your event, payment, email, and volunteer tools so the data comes back to one place.
- Event results in donor records
- Volunteer hours tracked
- Less copying between systems
Playbooks and onboarding
We write down how your development and program work gets done, so new staff can pick it up quickly.
- Development and stewardship playbooks
- Onboarding plans for new staff
- Documentation inside your tools
Training and adoption
We train staff and key volunteers as we build, and check usage after launch.
- Training by role
- Usage reports after launch
- A named internal owner
Knowledge bases and training portals
We turn how your team works into a searchable knowledge base and a training portal, so new staff and volunteers get up to speed without pulling people off the mission.
- Searchable how-to library
- Training paths for staff and volunteers
- Built in the tools you already use
Portals and custom systems
When off-the-shelf tools don't fit, we build donor, volunteer, and grantee portals and custom apps connected to your database.
- Donors and partners see their own history
- Fewer status emails and calls
- Connected to your donor data
AI readiness
AI is only as good as the data behind it. We clean up and connect your donor data so AI can help with outreach, reports, and grant drafts you can trust.
- Clean, de-duplicated donor records
- One source of truth across tools
- A short list of AI uses worth starting with
We work across enterprise CRMs, most often Salesforce, plus HubSpot, Monday, and custom-built systems. If your team already has a tool, we build there.
We work across enterprise CRMs, most often Salesforce, plus HubSpot, Monday, and custom-built systems. If your team already has a tool, we build there.
Ways to work with us.
Start with a diagnostic. Decide what's next from there.
Diagnostic
We review your tools, data, and process, talk with your team, and fix the first few problems right away.
Build
We set up the systems in the plan with your team, train people as we go, and launch in stages.
Ongoing support
We stay on to handle changes, add improvements, and keep the team using what we built.
What the work looks like.
What the work looks like.
Common questions.
Do we have to use Salesforce?
No. We work in Salesforce most often, but we also build in Monday and other platforms. If you're not sure which tool fits, we'll help you decide.
We already have a CRM. Do we start over?
Usually not. Most of our work is cleaning up and rebuilding what you already pay for.
How much of our team's time does this take?
Expect a few hours a week from one project lead, plus short sessions with the people who'll use the system.
How soon will we see results?
In the first two weeks. The diagnostic always includes a few fixes you'll notice right away.
What happens when you leave?
Your team owns everything: the system, the documentation, and the know-how to run it. Ongoing support is optional.
Can you help us use AI?
Yes. Most AI projects stall because the data is messy or spread across tools. We clean it up and connect it first, then turn on AI features in Salesforce, HubSpot, or the tools you already have.
Common questions.
Is Salesforce affordable for a nonprofit?
Often, yes. Salesforce offers donated and discounted licenses to eligible nonprofits. We'll help you check what applies to you.
Do we have to use Salesforce?
No. It's where we work most, but we also build in HubSpot, Monday, and custom systems. We'll help you pick what fits your team and budget.
Our staff is stretched thin. How much time does this take?
We keep it light: a few hours a week from one project lead, plus short sessions with the people who'll use the system.
How soon will we see results?
In the first two weeks. The diagnostic always includes fixes your team will notice right away.
What happens when you leave?
Your staff owns everything: the system, the documentation, and the know-how to run it. Ongoing support is optional.
Can you help us use AI?
Yes. Most AI tools struggle because donor data is messy or spread across systems. We clean it up and connect it first, then turn on AI features in the tools you already have.
Talk with Jeremy for 30 minutes.
Tell us what's slowing the business down. No sales pitch. We'll tell you what we'd fix first.
Talk with Jeremy for 30 minutes.
Tell us what's slowing your team and your fundraising down. No sales pitch. We'll tell you what we'd fix first.