CRM and Technology Leadership for Nonprofits and Mission-Driven Organizations

From assessment to adoption, we provide the strategy, structure, and hands on leadership that turns complex systems into tools your team actually uses.

We work with nonprofits and mission-driven organizations at every stage of the CRM journey. We're platform-agnostic, which means we recommend what's right for you, not what we're incentivized to sell. Our experience spans Salesforce, HubSpot, EveryAction, and more.

Know Where You Stand

No CRM yet, or not sure what you have? We assess your current state and what your organization actually needs.

CRM Recovery

Your CRM exists but it's broken, ignored, or full of bad data. We diagnose what went wrong and build a clear path forward.

Driving Adoption

The system is in place but your team isn’t using it. We bridge the gap between implementation and real, lasting adoption.

Assess

Get clarity on what's working, what's broken, and what to prioritize.

  • 90 minutes to clarity on what's working, what's broken, and what to fix first.

    You already paid for the CRM. If your team isn't using it, your data is a mess, or you're unsure it's helping you raise more money, something is off. This session gives you real answers fast with no fluff and no guesswork.

    WHAT YOU GET

    • A clear picture of what's actually going on, based on your real setup and pain points, not a generic checklist

    • 90 minutes of straight answers, no follow-up engagement required to get clarity

    • An honest look at where your setup, data, adoption, and reporting actually stand

    • Your top 3 priorities in writing, so you know exactly what to fix first

    • A next step you can act on immediately, not a vague list of possibilities

  • Stakeholder input, a full evaluation, and a roadmap you can act on.

    You don't need a months-long assessment to know where to start. This gives you a real evaluation of your CRM, direct input from the people using it, and a roadmap that tells you exactly what to do next and what it will take to get there. Unlike a quick audit, this hands you a full plan you can act on, not just a diagnosis.

    WHAT YOU GET

    • A full evaluation of your CRM's structure, usage, and integrations, not a surface-level glance

    • Real input from the people actually using the system, so the plan reflects reality, not assumptions

    • A written roadmap that tells you exactly what to do next, in what order, and what it will cost

    • A plan you can act on immediately, not just a list of problems

  • Your CRM is one piece of the puzzle. Let's look at the whole picture.

    If your systems aren't talking to each other, your team is doing manual workarounds, or you keep hitting the same walls no matter what platform you try, the problem runs deeper than one tool. This assessment looks at your entire tech ecosystem and gives you a strategic roadmap that is honest, realistic, and built around how your organization actually operates.

    WHAT YOU GET

    • A complete picture of your entire tech ecosystem, not just the CRM, so you know exactly where the real problem lives

    • Clarity on where your systems break down or force manual workarounds, so you stop losing time to workarounds that shouldn't exist

    • An honest read on whether your team is actually using what you have, and why

    • A prioritized roadmap built around how your organization actually operates, so you know what to fix first and what to leave alone

    • A summary you can hand straight to leadership or your board, no translation required

Activate

Get your people confident, consistent, and actually using the system.

  • Your CRM is only as good as the team using it. Let's fix that.

    Most CRM failures aren't technology problems. They're people problems. If your team doesn't trust the system, doesn't know how to use it, or has developed workarounds that undermine your data, no platform will save you. CRM Team Enablement gets your people confident, consistent, and actually using the system the way it was built to work.

    WHAT YOU GET

    • A training format that fits your team's schedule and pace, from a single focused session to a full-day program

    • Training built around how your team actually works, not a generic walkthrough

    • Reference materials your team can return to after the session ends, so training doesn't fade in a week

    • Real practice built into every session, so your team leaves knowing how to use the system, not just having watched a demo

Anchor

Ongoing senior CRM strategy and leadership, without a full-time hire.

  • Not every org needs a CRM director. Some just need someone reliable in their corner.

    Once your CRM is set up and your team is trained, the risk isn't a lack of strategy, it's small problems going unnoticed until they cost you time, data, or trust. CRM Care Plan protects that investment. You get a dependable expert watching your system, catching issues before they become fire drills, and answering questions without paying for a new engagement every time.

    WHAT YOU GET

    • Fast help when something breaks, no re-engagement, no waiting

    • A standing check-in so small issues get caught before they grow

    • Priority access when you need answers, ahead of new-client intake

    • A quarterly health check so your system stays clean, not just functional

  • Senior CRM strategy and leadership without the cost of a full-time hire.

    Most nonprofits can't justify a full-time CRM director, business analyst, and product manager. So those roles get ignored, or land on an overwhelmed staff member who has neither the time nor the expertise to carry them, and your system drifts further from what your team actually needs. Fractional CRM Leadership puts one experienced strategic partner in that gap, covering all three roles, at a fraction of what one full-time hire would cost.

    WHAT YOU GET

    • Clear requirements and workflows, so decisions are based on how your org actually works, not guesswork

    • A roadmap someone owns, so vendors stay accountable and projects don't stall

    • A CRM adoption strategy your team can actually follow

    • A governance framework that protects your data and processes as you grow

    • Strategic leadership and support across your organization, not just one department

    • Weekly check-ins that keep your team aligned instead of drifting apart between projects

We don't sell software and we don't have vendor bias. Every recommendation we make is based on what's right for your organization. Our work is practical, structured, and collaborative. We stay with you through delivery, not just the planning.

What It’s Like to Work with Us

We start with your goals
We learn how your team actually works before we recommend anything.

We focus on what moves the needle
Not what's trending. What will actually make a difference for your organization.

We stay with you through Delivery
We don't hand off a plan and disappear. We stay engaged until the work is done.

You're never in the dark
You always know what we're working on, why it matters, and what comes next.

Testimonials

  • "Devan has an incredible understanding of the nuances of Salesforce and other CRM’s and the ability to interpret and implement complex organizational operational elements within CRM’s and other back-office solutions."

    Scott Honse
    Global IT Director, World Resources Institute

  • "It's been 2 years since Devan helped us and our clients have remarked on how much they appreciate how easy it is to move through our systems. Devan went beyond the call of duty and I am grateful for it. In 2024, we will be working with Devan again to refine our Dubsado efforts. Technology moves so fast and I know Devan will set us up for success! I cannot wait to see where those shifts take my firm."

    Alison McNeil 

    Chief Creative Officer, McNeil Creative Enterprises

  • "Devan was instrumental in helping me research and select a CRM, and then was able to implement it with a fairly complicated setup and lots of customization specific to my business' workflow. I would never have been able to get all of that work done without Devan, and being able to use a customized CRM has made my business run more smoothly and helped keep things on track. "

    Lisa M. Keyser
    Owner/Principal, LMK Web Service

Start With Clarity

Not sure where to start? That’s normal.

Most clients begin with a free 25-minute conversation. We talk through where you are, what you're dealing with, and whether ABS is the right fit to help.

Here’s how it works:

  1. We ask about your current setup, goals, and what's not working

  2. We tell you honestly whether this is something we can help with, and how

  3. If it's a fit, we outline next steps. If it's not, we'll say so, and point you elsewhere if we can

Book a free strategy call