Fixing CRM and data problems that stop charities working effectively
If your CRM isn’t delivering what it should, your data can’t be trusted, or your reporting doesn’t align, we help you identify what’s going wrong and put it right
Most CRM and data issues aren’t purely technical. They usually come from a combination of system setup, data structure, processes, and day-to-day system use.
We work with charities to identify root causes, fix underlying issues, and put practical, sustainable solutions in place.
We often support organisations following CRM migrations, or where data and reporting have become inconsistent over time.
crm advice & support
If your CRM is difficult to use, not delivering reliable data, or causing frustrations, we can help identify what's wrong and put practical solutions in place.
audits
We review your CRM, data structure, processes and reporting to identify underlying issues, inconsistencies, and opportunities for improvement.
fundraising support
We help improve individual giving activity through better use of data, testing, supporter journeys, practical campaign support, and setting up new acquisition activity.
data services
From data quality improvements to training and hands-on support, we help charities use their data more effectively and with greater confidence.