Professional Services


Our Professional Services team will work with you to optimize your fundraising CRM. Using industry best practices, our fundraising experts will verify your data, streamline your workflows, and develop personalized strategies that drive your nonprofit’s growth.

Fundraising Data Alignment
Are your fundraising efforts aligned with your organization’s goals? With expert analysis and advisory support, we offer actionable insights and tailored recommendations to turn your nonprofit’s vision into goal-driven strategies.
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Fundraising system tune-up
Does your DonorPerfect system need fine-tuning? We’ll perform an evaluation to identify opportunities to increase efficiency and improve fundraising outcomes. Our approach includes optimizing code organization and realigning workflows through selection filters, export templates, and mail merge features.
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Fundraising data insights
Want deeper insights into your fundraising? With SmartAnalytics, you can choose from templates or create your own visual reports, graphs, and gauges, then automatically deliver them to stakeholders so your whole team stays informed and aligned.
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