PtG Business

Julie has been working as a Donorfy partner since 2016 providing expert data mapping, integration and implementation to support many Donorfy clients.

Her focus is on how small and mid-sized charities can use a CRM to reduce back-office workload leaving more time for income generation and service delivery.


What PtG Business offers

Custom Integrations

Using the Donorfy API to build a connection between your Donorfy and another product

Professional Services

Scope a large implementation project or ask for specific piece of work within your Donorfy


Bespoke Donorfy training for your team on any area of your Donorfy

Who PtG Business has helped

Just a little taster of the clients helped to Donorfy success by our friends at PtG Business

Kenyan Childrens Project Logo
Mite Charity Logo
Tyndale House Logo
Autism Wessex Logo
Dens Charity Logo
Winning Scotland Logo
Child Rescure Nepal Logo
National Youth Arts Trust Logo

Testimonials for PtG Business

What Charities say

Guy Holland

Julie and her team provided an excellent level of service for our migration to Donorfy. Their fantastic attention to detail ensured that we could get the most out of our data and the new functionality we have available, providing a foundation far beyond what we would have been capable of in-house.

Beyond the basics of the data migration work, the real long term value we gained was from their genuine passion for data and best practice, leading to improvements in our own fundraising procedures, ensuring our organisation can be more effective and data-led in the years to come.

Erin Howard
Tyndale House

Thank you for working with our organisation to get us operational with Donorfy. I enjoyed speaking with you on the phone and appreciated the personal and yet direct quality of our interactions.

You were able to help solve problems as they arose, were well informed about the Donorfy system and helped me strategise about how we might want to move forward with our integrations.

Paige Easom
Autism Wessex

After many years of using Raisers Edge, our charity decided to move over to Donorfy as it was better suited to our needs.

This meant over 20 years of information needed to be moved from one CRM to the other. Julie was absolutely brilliant in helping us with this process, she is efficient, communicative and incredibly knowledgeable!

We had hiccups along the way with various pieces of data, but nothing was too much trouble - Julie was just a phone call or email away.

We are so pleased with the data move and can’t thank PtG enough for helping us not only with the transfer, but with training and support using Donorfy too. Would highly recommend PTG for any of your CRM needs!

Meet our Partners

From data migration to training, discover the Partners that can help you do more of what matters.