Systems & Migrations

The right tools, set up right.

Spreadsheets everywhere, tools that don’t talk to each other, or a move to a new system you’ve been putting off. I’ll help you choose, set up and switch without losing anything.

Get systems help What I help with

What I help with

Less juggling, more mission.

CRM setup & migrationsContacts, clients and history moved into a CRM that fits. I’m an Approved Moxie CRM Implementer.
Platform movesEmail, websites and files moved to new providers with a plan, so nothing gets lost.
Online giving & formsDonation, registration and contact forms that work and send to the right place.
Nonprofit tech programsHelp applying for and setting up nonprofit offers and grants from major tech providers.
AI tools, safelyPractical AI tools set up with your data and privacy in mind.
Systems reviewA clear map of the tools you pay for, where they overlap and what you could simplify.

How it works

A plan before the switch.

Map what you have
We list your current tools, data and the people who rely on them.
Choose the fit
I recommend options that suit your size and budget, not the most expensive.
Move carefully
Data is backed up and moved in stages, with checks along the way.
Train your team
Short, plain language walkthroughs so everyone is comfortable on day one.

Going further

Ready to automate?

Want to save staff time with automations and AI? Bigger CRM, AI and automation projects are covered on the creative side.

CRM, AI & Automation

More tech help

Other ways I help.

Get help

Tools getting in the way? Let’s simplify.

Tell me what you’re using now and what’s frustrating your team. I’ll suggest a clear next step.

Get tech help

The right tools, set up right.

Less juggling, more mission.

A plan before the switch.

Map what you have

Choose the fit

Move carefully

Train your team

Ready to automate?

Other ways I help.

Tools getting in the way? Let’s simplify.