Organize and Build
Set up the right system, move your data into it, or build a custom tool when off-the-shelf software doesn't fit.
CRM Selection
Pick a donor database that fits your size, budget, and team before you sign a contract.
- Price
- $600
- Timeline
- 2 weeks.
What's included
- A 60-minute needs interview.
- A shortlist of three CRMs with estimated annual cost.
- A side-by-side comparison memo.
- A list of questions to ask in each vendor demo.
CRM Setup and Migration
Move from spreadsheets or an old system into a new CRM without losing a gift.
- Price
- From $1,800
- Timeline
- 6 to 8 weeks from spreadsheets. 10 to 12 weeks from another CRM.
What's included
- Cleanup and deduplication before import.
- Field mapping and import into your new CRM.
- A tie-out: gift totals by year in the new system match the old one, and you get the proof.
- Custom fields and saved reports set up for how your team works.
- One training session for your staff.
Pricing
From spreadsheets, up to 5,000 records: $1,800. From another CRM: from $3,500.
Recurring card gifts move through your payment processor, and I coordinate that handoff with your vendors.
Data Standards Kit
Simple rules your whole team follows, so the list stays clean after the cleanup.
- Price
- $750
- Timeline
- 2 weeks.
What's included
- Data entry rules for names, addresses, households, and organizations.
- Field definitions and a gift processing checklist.
- A one-page quick reference for staff and volunteers.
- A 45-minute team walkthrough.
When off-the-shelf software doesn't fit how your programs work, get a tool built for your process.
- Price
- From $2,500
- Timeline
- Workflow tools, 6 to 8 weeks. Custom CRMs, 4 to 5 months.
What's included
- Discovery: how the work flows today and what the tool must do.
- A build on proven, low-cost platforms, tested with sample data before your real records go in.
- Role-based access, so staff, volunteers, and partners each see only what they need.
- Full documentation and a handover guide, so the tool doesn't depend on me.
- You own what's built.
Pricing
Custom Tools and CRMs prices
| Build |
Price |
| Workflow tool (one process: an intake form and tracker, a volunteer sign-up, a checklist app) | From $2,500 |
|---|
| Custom CRM or portal (multiple user roles and workflows) | From $7,500 |
|---|
| Care plan (hosting, backups, security updates, and up to 1 hour of fixes a month) | $125/month |
|---|
I'm building and managing a custom CRM for STAR House MN, where I serve on the board. Comparable agency builds typically start at $15,000.