Connected Operations · A custom CRM built around the donors, owned by the non-profit
A failing platform and a retainer agency replaced by a CRM the non-profit owns.
A custom CRM is our alternative to paying per seat for donor software that was never built around your donors.
The business challenge
A national non-profit ran its core program on a failing third-party platform and managed donor relationships through per-seat external tools. Donor data was imported by hand every day, and an outside marketing agency on retainer was not delivering.
What we built
As the non-profit’s AI advisor and growth lead, we owned the strategy, not just a deliverable. We built a custom CRM, now live, with team, donor, and constituent portals and email and campaign tools built in. The daily manual import was replaced with automation, and we took over the growth function from the underperforming agency.
- Custom CRM, live in production
- Team, donor, and constituent portals
- Manual imports automated
- One system, and the donor data is theirs
- Custom CRM
- Donor and constituent portals
- Email and campaign tooling
- Data-import automation
- Growth strategy
Donor CRM
Giving, by month
Team, donor, and constituent portals · the data is theirs
It’s just 3 steps
- Capability
- Connected Operations
- Sector
- Non-profit
- Client
- Withheld
- Build
- Custom, not off the shelf
- Data ownership
- The client
- Platform
- Built and run by AIDM
- Status
- In production
