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

General CRM Management
With Operations Workflow Layout. Examples:
- Weekly Check-In For Income Inputs (For Non-Integrated Transactions)
- Pending Form Submission Merge Audits
- Invoices & Receipts Tracking & Management
- CRM Yahrzeit & Birthdays System Set Up
- Monthly Recurring Billing Tracking & Follow Up

Merchant & Gateway Support

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