What We Do

In a nutshell, we help nonprofits get more out of their constituent management and fundraising systems. That is all we do. Pretty simple.

Nonprofits come to dotOrg because we understand how to cut through the mumbo-jumbo, and support CRM systems properly - with technology supporting people and processes, not the other way around.

Relationship Management: Assessment and Roadmap

CRM can be complicated: Accessing strategic information that actually drives decision-making can be hampered by everything from conflicting policies to inefficient processes and everything in-between.

How can you be expected to keep up with all that? We can help.

We review it all and paint a picture that includes where you are and where you want to go. CRM landscape in hand, we create a roadmap for moving forward. That Roadmap might include selecting a new system or improving the one you have. Regardless, dotOrg has been there and done that.

Most importantly, our Roadmap offers you options. Options that balance your goals with the resources you have.  

Relationship Management: Alignment

CRM is not just about software. It is about aligning software and other technology to effectively engage constituents and achieve your goals.

CRM Alignment can mean a lot of things. We have experience with all of them:

  • Selecting and implementing a new software system;

  • Revising the way your existing systems share data; 

  • Improving stale or inefficient processes;

  • Training users;

  • Cleaning up data; and,

  • Improving reporting.

Relationship Management: Let us Manage It

It is hard to find and retain qualified staff for the specialized task of maintaining a CRM system. Let us help you so that you can focus your staff on what's really important - telling your story and generating more revenue

CRM System Management can provide highly experienced resources for:

  • Periodic or ongoing gift and data entry;

  • Data maintenance;

  • Data cleanup projects;

  • Data export and import