How long does a CRM migration take?
Ten to sixteen weeks for most organizations under 100,000 constituents, including training. We confirm the timeline in a two-week discovery before you commit.
What do managed data services cost?
Plans start at $1,800 a month for twenty hours with a named consultant. Full coverage, effectively an outsourced database manager, starts at $6,000 a month.
How much of our staff's time will you need?
One internal lead at about a day a week during a migration or dashboard build. For managed services, an hour a week for the check-in.
Is our data secure with a firm outside our country?
We work inside your own CRM under named user accounts, never on exported copies, and sign your data processing terms. Both offices are in North America, in Toronto and Long Beach.
Which CRMs do you support?
Raiser's Edge NXT, DonorPerfect and Virtuous, plus Power BI, Power Automate, Omatic, AiryDocs and LetterBox.
Can Raiser's Edge NXT connect to Power BI?
Yes, three ways: scheduled exports, the Blackbaud connector, or a custom SKY API integration. We help you pick.
What if a migration fails?
Two trial loads reconciled to the source, and the old system stays available in a parallel period. Nothing is switched off until you sign off.
Do you work with organizations outside universities, hospitals and schools?
Yes. Any nonprofit that runs a donor database. Those three sectors are simply where most of our clients are.
Where are you based?
Toronto, Ontario and Long Beach, California. Most work is remote, with on-site days available.
How do we start?
Book a thirty-minute discovery call. If a health check is the right first step, we will say so.
Let's find out what your data can do.
Book a 30 minute discovery call. Tell us about your CRM, your reporting or the staff gap you are covering, and we will suggest a next step. No pitch deck.