Data Management
Turn messy data into donor insight
Data Management & CRM Optimization
Transform Chaos Into Clarity
Your donor data is one of your nonprofit’s most valuable assets — but only if it’s clean, structured, and actionable. We help you get there.
Whether you’re migrating to a new CRM or refining an existing database, we ensure your data is accurate, organized, and ready to power high-performance outreach and fundraising.
CRM Setup & Cleanup
Get the Most Out of Your System
We work with your team to set up or restructure your CRM for maximum usability. From tagging strategies to field mapping, we align your system with your real-world operations and goals.
We help you build smart segmentation strategies that drive engagement. Whether you’re sending an appeal or activating volunteers, your data will work with you — not against you.
Includes platform recommendations
Field and tag standardization
Historical data imports and deduplication
List Segmentation & Strategy
Right Message, Right Donor, Right Time.
We help you build smart segmentation strategies that drive engagement. Whether you’re sending an appeal or activating volunteers, your data will work with you — not against you.
Demographic, giving history, and behavior-based segments
Smart filters for campaigns, follow-ups, and reactivation
Source tagging for tracking ROI
Donor Intelligence & Reporting
Turn Data Into Direction
We design internal dashboards and custom reports that give you and your stakeholders clear insight into donor behavior, campaign performance, and areas for growth.
Executive summaries for the board or leadership
Real-time campaign dashboards
Year-over-year giving and retention trends
