Dot to Dot Training & Consulting are a Certified Partner of Donorfy – a powerful and integrated fundraising CRM (customer relationship management) system with a focus on social enterprise. Our specialist team is onhand to provide bespoke migration support and consultancy to supercharge your fundraising CRM systems and processes.
We provide bespoke training, alongside our Donorfy Training Programme. Get in touch with us to talk about your organisation’s training needs or bite the bullet, and book onto our Donorfy Training Programme.
Implementation & Migration
Are you new to the world of CRMs? Or perhaps you’re looking for a new CRM solution to better power your fundraising efforts? If the answer is YES, we provide expertise to migrate your data and setup your Donorfy CRM. The process is headache-free as we deal with the whole project.
Integration & Automation
We are experts in automation and integration for your Donorfy system. If you want to streamline your back office and spend more time focusing on fundraising then please do talk to us and our team can provide you with a fit-for-purpose solution. This process can include integrating third-party fundraising platforms with your accounts system, managing multiple income streams and submitting GiftAid claims, as well as linking your constituent records with Mailchimp, and much more.
Once set up, if you’re not quite ready to fly solo with your new CRM, we provide tailored support. This allows us to support organisations by keeping their Donorfy CRM in tip-top shape and ensuring they’re squeezing the most value from it.
Fundraising Strategy & Insight
Our team are passionate about social enterprise and have a combined wealth of fundraising experience. We provide fundraising strategy expertise that will shape and inform your existing CRM strategy. So if your current fundraising efforts are in need of that important ‘bigger picture thinking’ then please talk to us about strategy and data insight.
Book a Fundraising CRM PowWow hour with us here.