our services

implementing new CRM systems

A well-implemented CRM (Customer Relationship Management) system gives you better visibility of your stakeholder interactions, streamlines your processes and helps you grow more efficiently. We design and build custom CRM environments tailored to your organisational needs. Whether you're starting from scratch or replacing outdated software, we work closely with your team to understand your processes, data requirements and goals to deliver a CRM that is

intuitive

scalable

fully aligned with your operations

designing automated processes

Automation saves time, improves consistency and allows your team to focus on high-value work. We help you eliminate repetitive tasks and human error by designing and implementing automated workflows. From donor journeys to internal notifications, we build automations that connect your tools and trigger actions based on real-time events.

building reporting structures

Better reporting leads to smarter decisions and greater transparency across your organisation. We create reporting systems that turn raw data into clear, actionable insights. Whether you need

executive dashboards

performance trackers

operational reports

we can design custom reporting solutions that help you measure what matters

what else?

full data management reviews

data migration, from spreadsheets to CRMs

integrating webforms & other third party tools

training & guidance packages