Services

We connect the systems your nonprofit relies on — and automate the work that slows your team down.

Connected systems, automation and reporting come first. Then Maxiva Giving, ongoing technology and marketing support, and the builds your organization needs.

Every service can be bought as a fixed-scope project, or delivered through Expert Hours packages. See fixed-scope projects · Expert Hours packages

Connected systems, reliable data and reporting you can use

Systems Integration & Automation

Connect the tools your nonprofit relies on and automate the routine work that slows your team down.

  • CRM, donation and payment platforms (for example, Stripe)
  • VoIP (for example, RingCentral and Twilio)
  • Email marketing (for example, Mailchimp) and office systems (for example, Microsoft 365)
  • Receipts and thank-you messages, email and SMS follow-up, reminders, onboarding and recurring workflows
Connected systems Maxiva at the centre, connecting CRM, donations, payments, VoIP, email, website and forms, reports and office tools. CRMDonationsPaymentsVoIPEmailWebsite & formsReportsOffice tools

CRM & Data Quality

Work from consistent information. We set up, configure and improve Salesforce — including NPSP and Agentforce for Nonprofits, delivered by a Salesforce-certified team — and other CRM systems.

  • Organize donor, sponsor, member, volunteer and program records
  • Reduce duplicate records and set data-quality rules
  • Support migrations from spreadsheets or older systems
  • Train staff and provide ongoing administration

Salesforce-certified team

Administrator, Analyst, Developer, Sales Consultant and Nonprofit Cloud Consultant certifications, alongside experience with other CRM systems.

Reporting & Dashboards

Build real-time, mobile-friendly reports and dashboards that help leaders and boards understand operations, fundraising, engagement and marketing performance — and reduce the manual effort behind recurring reports.

  • Board, grant and funder reporting
  • Fundraising and campaign results
  • Program and operations dashboards
  • Reports your team can open on any device

Predictive Analytics

Use your organization's own data to anticipate what comes next, so your team can act earlier.

  • Which donors are likely to lapse
  • Expected giving by month or campaign
  • Which supporters are most likely to respond
  • Accuracy depends on the quality and history of your data, which we review first

Start with the data you have

We review the quality and history of your data first, then agree which predictions are worth building — for example, a monthly lapse-risk list for your fundraising team.

Signature product

Maxiva Giving

Maxiva's own donation management system for nonprofits, launched and in use for Maxiva clients.

Online giving (including options such as Apple Pay and Google Pay), in-person giving through the Maxiva Giving Kiosk, receipt automation, matching-gift setup and automatic reconciliation — connected to your CRM and finance processes and designed to prevent duplicate records, with a clear process for the exceptions that need review.

Available to Maxiva clients, and included at no license fee when Maxiva builds your website or app.

One project manager. The whole team behind it.

Access a coordinated technology and marketing team without building one in-house.

Ongoing Technology and Marketing Support

Ongoing support through Expert Hours packages, with no long-term contract or minimum term. Your project manager keeps a shared list of priorities, brings in the specialists each piece of work needs and reviews progress with you, within an agreed scope and the hours purchased.

Maxiva Client Portal

A client workspace at portal.maxiva.tech, live and in use: create projects, onboard team members, submit work requests, create and assign tasks, attach documents, book appointments and chat within each task. The Maxiva team logs its hours in the portal, and you can purchase additional hours there.

Marketing and Digital Engagement

Coordinated marketing expertise across messaging, campaign planning, content, email, SMS, social media, graphic design and marketing operations — connected to your data and systems. Also available on its own through the Marketing packages, starting with a free Marketing Audit.

From a donation kiosk to mobile apps and donor portals

Examples of what we design and build, connected to the systems you already use.

  • Custom Application Development

    Applications designed and built around what your nonprofit needs, connected to your existing systems — for example, a donation kiosk app where donors give in person and the gift is recorded directly in the CRM, mobile apps for programs and supporters, and donor, sponsor or volunteer portals.

  • Websites and Giving Experiences

    Design and improve websites, landing pages, forms and donation journeys, online and in person, connected to the CRM, payment platforms and follow-up behind them.

  • VoIP Communications

    VoIP calling and messaging, set up and connected to your CRM, so calls and messages become part of the supporter record.

  • Technology Advisory and Project Delivery

    Assess needs, set priorities, select and coordinate vendors, and deliver improvements through planning, business analysis and implementation.

  • Practical AI

    AI-assisted drafting, summarizing and routing inside the tools you already use — built on clean data, with human review, data-privacy safeguards and a simple responsible-use guideline for staff.

  • Something that doesn't exist yet?

    If your nonprofit needs a system that doesn't exist yet, we can design and build it.

What we deliver

  • Website Development
  • Website Design
  • Mobile App Development
  • CRM Customization
  • Salesforce
  • Payment System Integration
  • Bulk Email & SMS
  • VoIP
  • Cloud & Hosting
  • Automation & Integrations
  • API Development
  • Data & Reporting
  • Digital Marketing
  • Support & Maintenance

Fixed-scope projects

Every Maxiva service is available as a project with clear deliverables, a set price, and an agreed finish line.

  • CRM & Data Foundation

    Your donor, member, and contact records in one clean, reliable system. Includes a requirements workshop, set-up, moving your records from spreadsheets or old tools, removing duplicates, a staff training session, and go-live support.

  • Connected Tools & Automation

    Your giving pages, payments, email, VoIP, and donor database sharing information, with receipts, thank-yous, reminders, and welcome messages set to run on their own.

  • Donation Operations Improvement

    One giving process connected and tested, from gift to receipt to bank matching, with a clear process for the few cases that need review and a handover to your staff.

  • Maxiva Giving Setup

    Online and in-person (kiosk) giving with automatic receipts, matching gifts, and bank matching, connected to your donor database. Available to Maxiva clients.

  • Reports & Dashboards

    Up-to-date management and board reports with agreed definitions, viewable on any device.

  • Early Warnings & Forecasts

    After a review of your records, a way to spot donors who may stop giving and to forecast giving by month or campaign.

  • Donor Follow-up Journey

    A welcome or recurring-gift series with messages for different donor groups, sent automatically and tracked.

  • Marketing Campaign

    One campaign planned and delivered: messaging, content, email, texts, social media, design, and a results report.

  • Website & Giving Pages

    A new or improved website, campaign pages, forms, and donation pages, linked to your donor database, payments, and follow-up.

  • Custom App

    An app built around your needs, such as a giving kiosk, a program app, or a donor, sponsor, or volunteer portal.

  • VoIP Setup

    A VoIP business phone system for calls and messages, with each one saved on the supporter's record.

  • Practical AI Setup

    AI help for drafting, summarizing notes, and sorting requests inside your existing tools, always with a person reviewing and your data kept private.

  • Technology Roadmap

    A clear picture of where you are today, the gaps, and a phased plan with cost estimates that leaders and the board can approve.

  • Custom Projects

    Something else in mind? We'll scope it with you after a discovery call.

Every project proposal sets out the deliverables, what's included and excluded, your team's part, how we'll agree the work is done, the price, and the timeline.

Start with a clear picture of where your team's time goes.

The free Maxiva Impact Assessment maps your manual work and shows your current baseline. The Maxiva team then reviews it and sends practical recommendations.

Find where disconnected systems cost your team time. Free · start in about 3 minutes · reviewed by the Maxiva team