What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/Industries/Nonprofits
Nonprofits

More of every dollar reaches the mission.

Small teams, big goals, and a database nobody has time to update. We connect your donation platform, CRM and email so gifts are recorded, thanked and reported without staff doing it by hand.

2manual handoffs
0automated
COPY GIFTSASSEMBLE REPORTDonationsweb + eventsDonor CRMrecordsReportsgrants
Your people are doing the work of connectors.

Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.

Where the time goes

A donation arrives from the website, an event or a check. Someone copies it into the donor database, then sends a receipt. The thank-you lags. The same donor gets entered twice with two spellings.

Then the grant report is due, and the numbers live in four places. Days go to assembly work that should already be done.

One of our recent projects

Specialty Coffee Roaster

Mailchimp newsletters, orders in a separate store system.

Contacts are tagged from real order and account data as it changes. Segments like repeat buyers and lapsed customers stay current on their own.
Fix mine →See how we work with Mailchimp

A day with and without the busywork

Same people, same tools. The difference is who carries the data.

Without usWith us
9:00

Without usA donation is copied into the donor database.

With usThe gift created the donor record on arrival.

10:30

Without usThe receipt and the thank-you wait for a free hour.

With usThe receipt went out and a thank-you task appeared.

1:00

Without usVolunteer sign-ups are chased through a shared inbox.

With usSign-ups, reminders and hours were tracked in one place.

4:00

Without usGrant numbers are pulled from four places.

With usThe report built itself from one view.

What we take off your plate

01

Gifts recorded as they arrive

Online donations and event payments create or update the donor record on their own.

02

Receipts and thank-yous on time

A gift triggers the receipt and a personal thank-you task for the right person.

03

Volunteers without email chains

Sign-ups, reminders and hours tracked in one place instead of a shared inbox.

04

Reports in minutes

Giving, campaigns and program numbers roll up for grants and board packets.

05

Outreach that fits the donor

Lapsed donors and first-time givers each get the right message, based on their record.

Tools we connect

Pages for the software we already integrate and automate.

SalesforceHubSpotPipedriveZoho CRMStripePayPalSquareAuthorize.netMailchimpKlaviyoActiveCampaignMarketo

Questions we hear

We're a tiny team. Won't this be complicated?

It shouldn't be. We start with one repeated task, like gift entry, and only grow from there.

Do you work with our donor database?

We connect the CRMs and payment tools on our lists. Tell us what you use and we'll confirm.

Let's talk

Spend the week on the mission

Tell us which task your staff repeats most. We'll start there.

Let's talk →

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.