Professional Services

Woman teaching class

Professional Services

Together, we’ll collaborate to perfect your system with efficient workflows and fundraising best practices.

Person on computer

Consulting Services

Leverage our team’s fundraising knowledge and system expertise. We’ll meet to understand your nonprofit’s fundraising objectives, and after a thorough system analysis, we’ll provide strategies to achieve your giving goals and detailed recommendations to optimize your system features.

2 people chatting

System Optimization

Could your system use a thorough cleaning? We’ll eliminate duplicate or unnecessary codes that may be impacting the accuracy of your reports. We can also incorporate selection filters, mail merge templates, and export templates to streamline your workflows and enhance the performance of your fundraising campaigns.

person showing coworker something on tablet device

Data Insights & Custom Reports

With our SmartAnalytics tool, we can create tailored reports, graphs, and trend analyses and schedule them to automatically send to your stakeholders, saving you time and energy. Elevate your fundraising decision-making by leveraging custom performance indicators and interpret and analyze your data with confidence.


Request training

Fill out the form below or call 800-220-8111.

Training Options

Learning Center Home