A donor management platform for a charity
Replacing a spreadsheet of donor records with a proper donor management platform, without the cost of enterprise CRM software.
A registered charityMVPs & Custom PlatformsLow-Code / No-Code
- Whole-team access
- instead of one volunteer’s spreadsheet
- Fraction of the cost
- of enterprise CRM software
A small charity was tracking donors, gift history and communication preferences in a spreadsheet maintained by a single volunteer, which was both fragile and impossible for the wider team to use well.
The approach
Rather than pushing the charity toward an expensive enterprise CRM it didn’t need, we built a focused donor management platform covering exactly what the team used day to day: donor records, gift history, and communication preferences.
What shipped
A donor management platform the whole team can use directly, replacing a single-point-of-failure spreadsheet at a fraction of enterprise CRM cost.
“We finally have donor records the whole team can rely on, not just one person’s laptop.”
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