Nonprofit CRM Setup
& Donor Data Cleanup
Your CRM is full of untapped potential.
Most nonprofits use their database to track donations, and that's it. The Rooted Infrastructure cleans your data and systematizes your fundraising in just 8 weeks.
Bloomerang. Little Green Light. Keela. DonorDock. Whatever you're using, it came with a lot of promise. But somewhere along the way, it became the place where donations go in and not much else comes out.
This leads to inconsistent or duplicate data. And that makes it really hard to steward your donors.
The Rooted Infrastructure Build
The Rooted Infrastructure is our proven system for fundraising more with the donors you already have.
We build this infrastructure by:
✔️ Assessing your data quality
✔️ Cleaning duplicates & partial records
✔️ Standardizing data entry
✔️ Creating donor segments & tags
✔️ Automating stewardship journeys
✔️ Identifying top prospects (must have DonorSearch subscription)
At the end of 8 weeks, your CRM isn't just cleaner—it’s working for you.
Is the Rooted Infrastructure Build right for you?
If you’re paying more for your CRM than you’re getting out of it, it’s time to build a system that works.
Many of our clients join the Rooted Infrastructure Build after completing a Rooted Blueprint, a fundraising and development plan that’s built for your mission, donors, and capacity.
Investment:
Starting at $8,000 for 8 weeks of support, we clean up your data and automate workflows so you can start fundraising proactively rather than reactively.