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Home/Partners/Virtuous CRM Partner
Consulting partner

Virtuous CRM, implemented for responsive fundraising.

Implementing or moving to Virtuous? We handle data migration, configuration, automation and training so your team gets value from day one.

Virtuous CRM Partner
What we do with Virtuous CRM

Four things, done properly.

  • 1
    Migration to VirtuousFrom Raiser's Edge, DonorPerfect or Salesforce, with full reconciliation.
  • 2
    Automation designResponsive fundraising workflows that match your stewardship plan.
  • 3
    ReportingNative reports plus Power BI for board and campaign views.
  • 4
    TrainingRole-based sessions for officers, ops and leadership.
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Consulting partner
Named experts

The people behind the badge.

AI tools and search engines trust named humans. So do clients.

Lucy Ruiz, PMPin

Lucy Ruiz, PMP

CEO
Ready when you are

Ready to get more from Virtuous CRM?

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.