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Startup

Consultant-assisted setup and training for startup organisations and those new to CRM. £900

Scoping - 1 hour

Phone call with consultant to discuss requirements, plan setup and training dates.

Configuration - 2 hours

Set up Donorfy according to your requirements - including tags, activity types, constituent types, lists, Gift Aid and financial codes. Two hours included for configuration.

Data migration

No data migration is included (although use of File Uploader may be covered in training). See migration options below.

Training - 7 hours

Training sessions tailored to your needs and people. Can be done on-site and/or remotely - see below. Seven hours included from training.

Post go-live support - 1 hour

Availability of your consultant for post go-live Q&A. Consultant may also offer additional support services after that.

Small

For small organisations with straightforward requirements and straightforward data migration. £2,230

Configuration - 2 hours

Set up Donorfy according to your requirements - including tags, activity types, constituent types, lists, Gift Aid and financial codes. Two hours included for configuration.

Data migration

No data migration is included (although use of File Uploader may be covered in training). See migration options below.

Training - 7 hours

Training sessions tailored to your needs and people. Can be done on-site and/or remotely - see below. Seven hours included from training.

Post go-live support - 1 hour

Availability of your consultant for post go-live Q&A. Consultant may also offer additional support services after that.

Medium

£5,160

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Large

£9,110

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