Your CRM is the centerpiece of your development tool-kit.

And most of the time, it does what you need, right out of the box.

Except when it doesn’t.

  • Are you struggling to get your membership renewals to work in line with your actual membership policies?

  • Losing time fighting with double-entry into multiple systems, instead of furthering your mission?

  • Wrestling with reports and searches that almost get you the right information at the right time, but not quite?

  • Constantly fielding complaints from constituents who aren’t able to update their information, complete a form, or receive your email notifications?

Wouldn’t it be nice to address these problems? Cut your data entry workload in half, or report to your board that you’ve increased membership renewals by a measurable amount?

I’ll help you to do all this — and more — by partnering with you to identify the most immediate issues and opportunities and the bottom-line impact they could have on your development goals.

CRM is not magic, and no software system is perfect. It won’t make up for a lack of clear and measurable goals. But it shouldn’t be getting in your way.

If you’ve got a development goal and a vision for how your CRM could help you get there, please reach out and let me help you make it happen. Your members, staff, and service recipients are counting on you.

Why goals matter, in brief:

“We received terrific service and value. Allen is fantastically responsive and communicative, and able to quickly comprehend non-developer explanations of nuanced fundraising needs in a way that others clearly did not.”

— Alexis Anderson, Development Director, Donate Life Northwest