I will bloomerang donorperfect civicrm givebutter kindful neon bonterra salesforce

Alcune informazioni sono riportate in lingua inglese.

Regno Unito

Parlo Inglese, Spagnolo, Tedesco, Francese

CRM, Automation and Business Systems Specialist for Growing Brands

Hi, I’m Emma O, a business systems and automation specialist helping businesses, nonprofits, startups, and service brands streamline their operations through CRM setup, workflow automation, messaging...
Informazioni su questo servizio

Struggling to keep donor data organized across scattered spreadsheets or a CRM that's never been set up properly? Disorganized donor management costs nonprofits real fundraising revenue missed follow-ups, poor retention, and wasted staff time.


I help nonprofits set up and optimize their donor management systems. I work directly with Bloomerang, DonorPerfect, CiviCRM, Givebutter, Kindful, Neon, and Bonterra configuring the platform that actually fits your organization's size and workflow.


What I Offer:


CRM selection guidance & full account setup

Donor database configuration & data migration

Custom workflows, dashboards & segmentation

Donor & volunteer management setup

Automated communications & receipting

Training & ongoing support


What This Helps Improve:


Less manual data entry, more time on your mission

Better donor retention through organized follow-up

Clear visibility into giving history and campaign performance

A system your whole team can actually use


Every nonprofit's needs are different, so message me before ordering I'll recommend the right platform and package for your organization.

Software:

HubSpot

Settore:

Servizi finanziari

No-profit

Software

Il mio portfolio