CRM implementation consultants
120 nonprofit CRM consultants in 31 states. 78 list clients, from IRS Form 990 filings or their own websites. Narrow by state, size and the sectors they serve.

Orr Group
Full-service fundraising50+ staffWashington, DC
DonorAtlas preferred partner189 clients on Form 990Giving Institute memberFull-service nonprofit consulting firm providing strategy development, front-line fundraising, fundraising operations, talent services, capital campaigns, planned giving, and CRM implementation/management across multiple nonprofit sectors since 1991.
DonorAtlas preferred partner189 clients on Form 990
Zuri Group
CRM implementation50+ staffBend, OR
19 clients on Form 990Giving Institute memberFull-service consulting and technology firm helping nonprofit organizations elevate fundraising strategy and technology. Provides strategic and technical consulting, CRM implementation and data services, digital fundraising, and software implementation support.
19 clients on Form 990Giving Institute memberCauseMic
CRM implementation15-50 staffPortland, OR
8 clients listedCauseMic is a nonprofit consulting firm that helps nonprofits grow revenue and improve operations through fundraising strategies, CRM implementation (particularly HubSpot, Salesforce), and technology enablement. Services include actionable fundraising strategy, fundraising campaigns, CRM implementation/migration, and strategic planning facilitation.
8 clients listedMagicFuse
CRM implementation50+ staffLondon,
Salesforce development and consulting company delivering Nonprofit Cloud and NPSP implementation, donor management, fundraising automation, program management, data migration, and platform engineering for nonprofits
Fionta Incorporated
CRM implementation50+ staffWashington, DC
1 client on Form 990Salesforce implementation and consulting partner specializing in nonprofit cloud, membership management, fundraising, and program management solutions for nonprofits, foundations, and associations. Also provides managed services, web development, and digital services.
1 client on Form 990
CauseMic LLC
CRM implementation15-50 staffPortland, OR
12 clients on Form 990CauseMic empowers nonprofits to grow revenue and save time through fundraising strategies, CRM implementation and optimization, technology solutions, and website design. Certified implementation partner for HubSpot and Salesforce. Specializes in CRM migrations, marketing automation, and giving platform integrations.
12 clients on Form 990Cathexis Partners LLC
CRM implementation2-5 staffWinter Garden, FL
13 clients on Form 990Cathexis Partners helps nonprofits set up and use technology to raise funds and engage supporters more effectively. Services include CRM, CMS, and peer-to-peer fundraising software implementation and support; website design and development; database management and reporting; IT consulting; and online fundraising campaign strategy and execution.
13 clients on Form 990
Doing Good Digital
CRM implementation5-15 staffLaguna Beach, CA
25 clients on Form 990Boutique agency of expert online fundraisers and digital consultants helping nonprofits grow digital fundraising through strategy, design, development, and platform implementation. Blackbaud 2019 Fundraising Channel Partner of the Year.
25 clients on Form 990JCA
CRM implementation50+ staffNew York, NY
3 clients on Form 990Giving Institute memberIndependent consulting firm dedicated to technology and operational needs of nonprofits. Provides CRM implementation, data ecosystem consulting, business process design, system selection, data migration, training, and strategic advising across fundraising, membership, ticketing and advocacy platforms.
3 clients on Form 990Giving Institute memberBARKER & SCOTT
CRM implementation15-50 staffWashington, DC
2 clients on Form 990Barker & Scott Consulting empowers nonprofits through strategic planning, CRM implementation, fundraising services, and technology strategy. Services include CRM selection and implementation, fundraising operations, development operations managed services, data governance, and change management.
2 clients on Form 990Craftsman Technology Group LLC
CRM implementation15-50 staffBoston, MA
3 clients on Form 990Technology services firm specializing in Salesforce CRM implementation, data management, business intelligence, and managed services for nonprofit organizations, particularly in community development, public health, and philanthropic sectors
3 clients on Form 990Jesse Jaeger Consulting LLC
Full-service fundraisingIndependent consultantMissoula, MT
5 clients listedHelping organizations to thrive through leadership development, planning, fundraising and systems integration. Services include grant writing, donor database optimization, full donor/program/finance integration, fundraising strategy, major and planned gifts, annual giving, board development, and outsourced CFO/Finance Director services.
5 clients listedSJ Allen LLC
CRM implementation5-15 staffSanta Rosa Beach, FL
8 clients on Form 990Woman-Owned Small Business providing digital strategy, CRM implementation/migration, online fundraising, and donor management services to nonprofits. Has implemented 1,000+ CRM migrations and helped raise $25 billion in online giving since 2006.
8 clients on Form 990Percolator Consulting
CRM implementation5-15 staffSeattle, WA
1 client on Form 990Percolator Consulting builds CRM solutions and implements technology strategies for nonprofits to enhance donor engagement, volunteer mobilization, and supporter engagement. The firm specializes in Salesforce/NPSP implementation and integration with other CRM tools.
1 client on Form 990Charity Dynamics LLC
Direct response50+ staffAustin, TX
25 clients on Form 990Strategy, fundraising, and digital services firm for nonprofits focusing on peer-to-peer fundraising, donor communications, and digital campaigns. Now operates as Andar Strategic Consulting under parent company Andar Software.
25 clients on Form 990Redpath Consulting
CRM implementation15-50 staffMinneapolis, MN
2 clients listedSalesforce consulting partner specializing in implementations, migrations, and managed services for nonprofits, with focus on fundraising, donor engagement, grants management, and program delivery
2 clients listedIdealist Consulting
CRM implementation15-50 staffPortland, OR
6 clients listedIdealist Consulting helps nonprofits implement and optimize Salesforce and AI technology solutions for fundraising, donor management, grants management, and program delivery. Services include Salesforce implementation, data strategy, managed services, and marketing automation.
6 clients listedCraftsman
CRM implementation50+ staffBoston, MA
8 clients listedSalesforce Certified Partner providing enterprise-level Salesforce implementation, configuration, data analysis, business intelligence, and managed services for nonprofit organizations, with specialization in community development, public health, education, food security, housing, and philanthropic organizations.
8 clients listedOffprem Technology LLC
CRM implementation50+ staffFishers, IN
2 clients on Form 990Salesforce consulting and implementation partner specializing in nonprofit Cloud and Marketing Cloud, helping nonprofits with donor journey management, volunteer coordination, fundraising automation, and constituent relationship management
2 clients on Form 990Provisio Partners
CRM implementation50+ staffChicago, IL
8 clients listedSalesforce implementation and consulting partner specializing in human services organizations, nonprofits, and government agencies. Services include Salesforce implementation, advisory services, data strategy consulting, and ongoing support.
8 clients listedAgile Cloud Consulting
CRM implementation50+ staffNew York, NY
1 clients listedSalesforce implementation and consulting partner specializing in Nonprofit Cloud (NPSP) deployments, donor engagement, fundraising technology, and grants management for nonprofits, foundations, and educational institutions
1 clients listedCauseMic
CRM implementation15-50 staffPortland, OR
8 clients listedCauseMic is a nonprofit consulting firm specializing in fundraising strategies, campaigns, and technology enablement through CRM implementation and optimization, serving organizations ranging from startups to $100M+ revenue nonprofits
8 clients listedCraftsman
CRM implementation50+ staffBoston, MA
8 clients listedSalesforce Consulting Firm specializing in technology services for nonprofit organizations, offering solution & roadmap design, custom solution deployment, solution enhancements, and managed services. Also provides data analysis, business intelligence, and Salesforce administration services.
8 clients listedCLOUD FOR GOOD
CRM implementation50+ staffAsheville, NC
1 client on Form 990Salesforce implementation partner specializing in donor management, case management, and marketing automation for nonprofits and higher education. Provides end-to-end Salesforce services including strategy, implementation, managed services, and IP-backed solutions.
1 client on Form 990SLEEK CONSULTING
CRM implementation15-50 staffKingston, NH
1 client on Form 990Sleek Consulting is a certified Salesforce partner specializing in fundraising and engagement technology solutions for nonprofit and higher education organizations. The firm provides Salesforce implementation services, including Quick Start Suites (QSS), system migrations from legacy platforms, and ongoing donor database support and optimization.
1 client on Form 990
