CRM Onboarding
- Initial Audit & Assessment PDF
- Special Retroactive Projects (For Updating & Clearing Up Your CRM)

- Automatic Recurring Billing Audit & Set Up

- Donor Interaction & Grouping Development
- Beautiful CRM Letter Templates, With Your Branding! 
(Specially Designed  Templates For Receipts, Acknowledgments, Birthdays, Yahrzeits etc. - with your branding  colors.)

General CRM Management
With Developed Operations Workflow Layout 

(Examples: Weekly Check-In For Income Inputs, Invoices & Billing, Special Yahrzeit System & Marketing Materials,  Monthly Recurring Billing Tracking & Follow Up.)

Merchant & Gateway Support

- Audits & Troubleshooting
(PayArc, Auth.net, Stripe etc.)