.webp?width=112&height=112&name=Karen%20Headshot%20(1).webp)
.svg)
.svg)
.svg)
.svg)
.png?width=44&height=44&name=quick%20guide%20(1).png){kind=small}
Arts, Culture & Community Organizations
Season tickets, one-off event sales and sponsorship gifts often sit in different systems, making it hard to see the full picture. That fragmentation leads to:
- No single view of patron activity across box-office, e-commerce and CRM
- Missed renewal or upgrade prompts when subscriptions lapse
- Manual tracking of volunteer schedules and in-kind donations
- Limited reporting on sponsorship ROI and donor engagement
Associations
Professional societies depend on separate course portals, dues-payment systems and email platforms that don’t sync. As a result, you may find yourself:
- Managing fragmented member profiles across learning, events and email tools
- Sending generic communications instead of role-based segmentation
- Struggling to attribute dues, sponsorships and education revenue to your marketing efforts
- Wrestling with certification tracking and compliance reporting
Governing Bodies & Foundations
Grant cycles move through proposal, review, award and impact stages—each requiring its own data and approvals. If you’re still stitching together spreadsheets and slide decks, you’ll encounter:
- Time-consuming board-packet creation and distribution
- Lack of transparent audit trails for grant disbursements
- Difficulty consolidating multiple funding streams into one platform
- Challenges tracking endowment performance alongside annual grants
Higher Education
Universities juggle student information systems, alumni outreach platforms and athletic fundraising tools that rarely share data. When these channels aren’t connected, you’ll struggle with:
- Siloed records across admissions, giving and events that obscure cross-department insights
- Multi-year donor journeys that can’t be personalized at scale
- Manual reconciliation of tuition, grants and gifts every semester
- Inconsistent dashboards for accreditation, board reports and compliance
Hospitals & Healthcare
Balancing HIPAA-governed patient data with major-gift programs and community outreach can feel like a maze. Without seamless integrations between EMRs, CRMs and fundraising systems, you’ll face:
- Gaps in patient-donor histories that slow development and stewardship
- Security and privacy roadblocks that hinder data sharing
- Manual coordination of health-center events and major-gift outreach
- Delayed ROI and impact metrics for board-level reporting
Membership & Professional Development
Rolling out new membership tiers, events and courses demands smooth handoffs between billing, registration and CRM systems. When those handoffs aren’t automated, you end up:
- Onboarding members without tailored welcome journeys
- Chasing renewals, upsells and lapsed-member campaigns by hand
- Reconciling event registrations and payments in spreadsheets
- Missing clear visibility into member lifetime value versus cost of benefits
Political & Advocacy
Fast-paced advocacy campaigns need instant updates on contributions, volunteer sign-ups and compliance filings. When your donation, event and advocacy tools stay isolated, you’ll see:
- Gaps in patient-donor histories that slow development and stewardship
- Security and privacy roadblocks that hinder data sharing
- Manual coordination of health-center events and major-gift outreach
- Delayed ROI and impact metrics for board-level reporting
All Other Mission-Driven Organizations
Whether you run an environmental coalition, social-service agency or community fund, you face the same need to unify fundraising, marketing and program data. Relying on manual processes means:
- Juggling multiple fundraising channels without a clear source of truth
- Building custom donor journeys on an ad-hoc basis when resources are tight
- Struggling to maintain consistent CRM taxonomy as programs evolve
- Lacking real-time dashboards that tie mission outcomes to revenue and engagement metrics
