Donor and sponsor records
The problem: Donor and sponsor details spread across spreadsheets, forms and inboxes, with duplicates and missing fields.
One consistent supporter record in your CRM — the system that holds your donor and contact records.
What we can set up, for example:
- Set up or clean up Salesforce or your current CRM
- Find and merge duplicate records, and prevent new ones
- Connect website forms and donation platforms
- Track sponsorships and sponsor updates