Modern Tech

We help non-profits adopt Technology so they can achieve move and capture their institutional knowledge in the technology systems that serve them.

Salesforce CRM implementations

We help non-profits implement Salesforce.com as a modern CRM system to track interactions with their donors.

The basic CRM implementation includes

Upload of historic contact & account data
MailChimp account set-up and integration
Newsletter Webform that’s integrated with Salesforce & MailChimp
Dedupe rules
Integration with OZow Payment gateway so supporters can donate online & such transactions are automatically recorded in Salesforce & fed through to their MailChimp account thus enabling more accurate communications in future
(Optional extra, setting up S18A to be generated automatically for qualifying donations

Popular Tech Training

An introduction on how to use AI in Non-profit fundraising
How to evaluate the health of your information systems & how to motivate for technology investments

Salesforce M&E systems

We also help Non-profits customize Salesforce to enable them to track their attendance based service delivery activities.

The basic M&E implementation includes:

Set-up of service products, service locations,
Import of beneficiaries (org to clean the data)
Import of historic service delivery data (org to clean the data)

Other system integrations

Apart from the integrations mentioned above, we also provide custom integrations between systems so orgs can automate menial and repetitive jobs, thus allowing them to focus on important tasks of running their organisations.
Popular integrations include:

Integrations with additional payment gateways
Integrations between Saleforce CRM and Xero Accounting software
Integrations between Saleforce CRM and Quickbooks Accounting software