List of Services

A healthy database means stronger connections with your supporters. CoreCRM Consulting can help you organize, clean, and simplify your data so you can spend less time troubleshooting and more time focusing on your mission.

CRM Consultation

Optimize Your Data EfficiencyGet expert advice on optimizing your CRM system for your non-profit. I provide tailored guidance based on over a decade of experience in CRM support.

Email Integration

Engage Your Donors Seamlessly integrate your CRM with popular email platforms like Mailchimp and Constant Contact. Enhance your outreach and donor engagement efforts efficiently.

Data Migration

I handle data hygiene and integrity to save your non-profit time and resources. I will serve as you CRM Migration Coach and work in your new CRM's onboarding team to ensure a smooth transition of your data between systems.

Data Hygiene and Tag Clean Up

Perform and Audit and Tag Clean Up of existing tags. Consolidate, eliminate, or update tag structures across campaigns, donor segments, and sustainer tracking.

Custom Queries and Campaign Reporting

Build automated queried and create reporting tools or exports to assess campaign performance across channels.