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.
Find your perfect package
tree packages
Get expert help with your first CRM.
✔️ Approximate 2 week timeframe
✔️ Up to 500 constituents
✔️ Up to 5,000 records
✔️ 7 Academy licences *
(price excludes VAT)
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 *
(price excludes VAT)
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For smaller organisations ready to grow.
✔️ Approximate 6 week timeframe
✔️ Up to 15,000 constituents
✔️ Up to 100,000 records
✔️ 10 Academy licences *
(price excludes VAT)
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
(price excludes VAT)
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 **
(price excludes VAT)
Ensuring large charities are fit for the future.
✔️ Approximate 10 week timeframe
✔️ Up to 150,000 constituents
✔️ Up to 1 million records
✔️ 20 Academy licences *
✔️ Data migration test run
✔️ Data validation consultancy
✔️ Data migration overflow
✔️ Private Cloud environment set up **
(price excludes VAT)
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.
Implementation in Action
success story
The team at Brake chose a Sapling package to kick-start their journey with Donorfy. From data preparation to migration and impact, here's how they did it!
We couldn’t have done it without the support of Duncan, who held our virtual hands throughout.
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.
Overall, our onboarding process was very smooth, and that was down to Duncan and his team.
The pressure and responsibility of switching CRMs is great, but having the team to guide us through it relieved that pressure and gave us the confidence to start using Donorfy to transform our organisation's record keeping.
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./LICC.jpg?length=180&name=LICC.jpg)
Duncan completely understood, even things we didn’t understand we needed ourselves.
For example, we now have individual companies, trusts and zoos within Donorfy, and I think that’s quite special in the way we’ve set things up. It was all thanks to a conversation with Duncan, and him understanding fundraising and what we’re doing.
Meet the Donorfy Community
From case studies to testimonials, discover the charities that grow and thrive with Donorfy.
