Phase 1: Foundations

Core Functionality and Strategic Solutions

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In this initial phase, we configure your CRM’s data structure, constituent records, gift tracking, reporting, and essential fundraising workflows.

We also evaluate integrations, workflows, and data health to resolve post-migration and legacy issues and ensure your system is reliable and well-organized.

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What We’ll Do

Small configuration decisions can create big challenges later. This phase ensures your CRM is set up strategically, with optimized settings and workflows that support accurate data, efficient processes, and reliable reporting.

Services in this phase often include:

Online Giving Form Integration
Gift Management Framework
Custom Reports
Constituent Segmentation & Organization
Membership Programs & Workflows
Data Integrity
System Organization Strategy
Integration Troubleshooting

Client Project

Foundations in Action: Botanical Garden

After our client migrated to Bloomerang, we helped ensure their membership module was structured to fully support automation and long-term use. By configuring membership schedules, renewal tracking, reporting, and online forms, we turned complex historical data into a clear, reliable system—setting the stage for efficient membership management moving forward.

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