Implementation Packages

Your implementation, direct from Donorfy
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Leave your set-up worries behind

EXPERT HELP

Designed to get you up and running in four to ten weeks, our expert-led, in-house implementation packages take the stress out of your CRM move. Not only will we guide your team and organise your data, your Donorfy will be configured for efficient fundraising from the get-go.

All packages include:

✔️ Academy Access: Including on-demand tutorials and instructor-led training.

✔️ Project Resources: Including a project plan and simple implementation journeys.

✔️ Onboarding Guidance: Including a dedicated project manager, regular consultant check ins and consultancy workshops.

✔️ Data Migration: Transfering your existing data to Donorfy.

"I would thoroughly recommend Donorfy's implementation service - it gives you the confidence and knowledge to launch a new system."

Emma Carter, Head of Income Generation, Air Ambulances UK

Find your perfect package

tree packages

How many constituents do you have?
IP 1
Seedling

Get expert help with your first CRM.

✔️ Approximate 2 week timeframe

✔️ Up to 500 constituents

✔️ Up to 5,000 records

✔️ 7 Academy licences *

IP 2
Acorn

Smart set-up as you begin to scale.

✔️ Approximate 4 week timeframe

✔️ Up to 5,000 constituents

✔️Up to 15,000 records

✔️ 8 Academy licences *

Integration Package Icons (5)
Sapling

For smaller organisations ready to grow. 

✔️ Approximate 6 week timeframe

✔️ Up to 15,000 constituents

✔️ Up to 100,000 records

✔️  10 Academy licences *

Birch-1
Birch

Expert guidance for growing charities.

✔️ Approximate 6 week timeframe

✔️ Up to 35,000 constituents

✔️ Up to 250,000 records

✔️  12 Academy licences *

✔️ Data migration test run

✔️ Data validation consultancy

Oak-1
Oak

For growing medium sized organisations.

✔️ Approximate 8 week timeframe

✔️ Up to 80,000 constituents

✔️ Up to 500,000 records

✔️  15 Academy licences *

✔️ Data migration test run

✔️ Data validation consultancy

✔️ Data migration overflow

✔️ Private Cloud environment set up **

Redwood-1
Redwood

Ensuring large charities are fit for the future.

✔️ Approximate 10 week timeframe

✔️ Up to 150,000 onstituents

✔️ Up to 1 million records

✔️  20 Academy licences *

✔️ Data migration test run

✔️ Data validation consultancy

✔️ Data migration overflow

✔️ Private Cloud environment set up **

 

 
* You'll revert to the number of Academy licences included in your plan after implementation.
** For Enterprise plans only.
Visit the pricing page for more information.
Duncan Hook Donorfy

Meet Duncan

expert help

Duncan's the name, implementation's the game.

Duncan leads our team of experts who help new charities get going with Donorfy. With a fundraising background at Help for Heroes and other smaller charities, he thrives on surprising people with unexpected solutions that make their jobs easier.

When he isn't supporting charities set up Donorfy for success, he can be found staging incredible theatre shows. Honestly.

Amy Walker
Operations Manager

There’s no doubt that a CRM project is complicated, made more complicated because we were starting from zero with no CRM and our charity’s data all over the place. We couldn’t have done it without the support of Duncan (our Customer Success Manager) who held our virtual hands throughout. The project meetings equipped us with the skills we needed to finish migrating our data, to maintain a healthy CRM, to integrate more systems, and to get our colleagues confident using it too.

It has now been a few months since we finished the official implementation stage and Donorfy has significantly improved the way we work by automating processes and allowing us to communicate with our supporters better.

Clare Sulley
Operations & Finance Manager

Overall, our onboarding process was very smooth, and that was down to Duncan and his team.

The data entry was simple to understand and all my questions were answered. We had lots of face-to-face time with Duncan to get to know Donorfy and the process we were working on.

The pressure and responsibility of switching CRMs is great, but having Duncan and the team guide us through it relieved that pressure and gave us the confidence to start using Donorfy to transform our organisation's record keeping. Thanks so much for all your support!

Nigel Hall
Operations Manager

With Graham’s expertise it was a really smooth implementation, and you hear so many disaster stories of poorly implemented CRMs - CRMs that never totally make it and wasted money and time.

Before he joined Donorfy, Graham worked for an organisation that was similar to ours so he knew exactly what we were trying to achieve. Graham was, and I’m sure continues to be, superb.

Meet the Donorfy Community

From case studies to testimonials, discover the charities that grow and thrive with Donorfy.

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