Andy took the time to fully understand our immediate needs and limitations. He also worked with us to develop a process to keep our short and long term development/features goals moving forward at our pace. This ensures that implementations done today also consider the impacts on future planned enhancements.
CiviCRM starter kit service to elevate your cause
days to start
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days of support*
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unique system that's yours
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It’s 2026, and you know your nonprofit needs a CRM to effectively manage contacts, donations, and event registrations. But getting started efficiently and on a limited budget with a system that will also be "future-proof?"
I totally get it.
(Tldr: It’s a maze of options and fiddling you probably don’t have time for.)Yes, you can get onboarded with CiviCRM without breaking the bank, or a sweat, or both! No, you don’t need to default to a big name tech commercial system that brings a sizable subscription fee with it. Plus, it might not even be suitable for you long-term. Hint: that low cost “base plan” might have some gotchas in store.
The reality is, you might just need a jumpstart to get on the right track with a CRM you actually own and is constantly being improved by and for nonprofits just like yours.
DIY Essentials $800
Starter Kit $2000
What you’ll get
Questionnaire and kickoff assessment call
You'll fill out a questionnaire and we'll review on a kickoff call to provide recommendations on on where to focus your effort.
Secure, baseline CiviCRM Setup
Installation with recommended extensions pre-installed for you and core configuration (not unique to your org though) under WordPress or standalone (No CMS) in 7 business days after launch call.
Integrated donation form
Accept donations, including recurring contributions to build consistent funding on a page that fits your brand.
Mass email communication
Consolidated contact database for mass email functionality to keep in touch with your supporters.
Launch call
Once it's ready, we'll have a call to give you the recommended next steps based on where you’re at. Any questions or what if's is fair game.
Website foundation
Includes premium theme, plugin and page builder licenses and theming of CRM forms aligned with your brand
Pre-built forms
Email newsletter, volunteer and contact forms to collect new constituents.
Unlimited guidance for 1 month
Any questions, “how-tos,” or reporting questions – you’ll have support for a full 30 days post-launch with 2 meetings and unlimited email support.
1 year of hosting
1 Year of managed hosting and updates included
CiviAcademy
Fast track your learning with CiviAcademy
Short video tutorials for new users
Getting started is a heck of a lot easier with on-demand tutorials. You'll get continuous video updates covering automation, searching/reporting concepts to hit the ground running and see what's even possible. You don't know what you don't know...
Lifetime access
You have lifetime access, meaning you stay up to date with new developments in CiviLand. No dependency on a consultant until you want it. Pretty good deal, right?
$129 subscriber credit
Before your install is provisioned, just show me the receipt to your CiviAcademy. I'll credit the entire CiviAcademy cost off the total price.
Minimal-risk, 50% money back guarantee
Choosing a CRM always carries some risk; luckily this one should feel pretty safe.
If after 30 days you aren’t feeling that CiviCRM is right for you, I’ll offer a 50% refund of the your total cost paid. No questions asked. My business only succeeds when you do. I stand by that.
FAQ
Here are a few areas that are green flags to get it done:
- Complete Fields: Is important information included, like email addresses or phone numbers to properly know who the person is?
- Consistent Formatting: Are specific data fields in their own column?
- Single source per “entity”: If you have a single source for each of the following: contacts, contributions, and memberships that means you fit the scope of work here and I can do it under the agreed upon price.
- Normalized data: The jumpstart plan pre-requisites are that the data is normalized and mostly ready for import. If you are currently using a CRM or separate donation system, good news, it will be by default normalized and ready to go.
You have 2 options.
- This service will create a new site that matches your main site’s branding and you can link to it.
- If you’re running WordPress and you’re generally happy with it, I can migrate it onto a new hosting platform. Contact me for details to assess migration cost.
This offering is focused on a quick start CiviCRM setup. If you need graphic design services, I partner with some independent graphic designers that will put together a package (logo, page design, graphics suite) for you as an add-on to the project.
Unlimited support for 30 days empowers you to get “CRM muscle memory” by putting you in the driver seat with guidance from myself. Think of it is a crash course using your real needs.
Aside from how-to’s or general questions that I’ll happily answer, you’ll benefit from getting upskilled and more self-reliant for the long-run. Usually this takes the form of a one-on-one session or a video showing you the process. Unlimited support for these 30 days is during normal business hours Monday-Friday.
After all, you know your organization better than anyone else. It’s more effective to guide you than just do it for you without your understanding the how and why.
No, it’s a flat all-inclusive price, including Basic CiviCRM hosting package for a whole year, to get up and running. Life’s complicated enough, let’s keep it simple.
Get a jumpstart on executing your mission, better
Get organized with all of your data into one place at an affordable price. Your marketing emails, donation tracking, and event registrations all happen seamlessly with CiviCRM – putting you on solid ground with a system that will grow with you.