CRM & HubSpot setup · HubSpot partner
A CRM your team actually uses
We set up HubSpot and donor CRMs for charities, connect your giving platforms and tie it all back to your books. As a HubSpot partner, we configure it around how nonprofits really raise money.
- HubSpot set up by a HubSpot partner
- Donor CRMs like Bloomerang, DonorPerfect, Keela and Little Green Light
- Stripe, PayPal, Zeffy and Donorbox connected
- Donations reconciled to your books
Sound familiar?
Donor data everywhere, answers nowhere
“Our donor data lives in five different spreadsheets.”
“We bought a CRM, but nobody on the team uses it.”
“Online donations never match what’s in the system.”
What’s included
Set up once, set up right
HubSpot setup
Contacts, organizations, donation pipelines and custom properties for donors, gifts and campaigns.
Donor CRM setup
Bloomerang, DonorPerfect, Keela, Little Green Light and others, configured with funds, campaigns and appeals.
Data migration and cleanup
Spreadsheets and old systems imported, deduplicated and tidied before go-live.
Giving platform integration
Stripe, PayPal, Zeffy, Donorbox and CanadaHelps connected so gifts flow in automatically.
Forms and automations
Donation, volunteer and newsletter forms with thank-you emails and follow-up workflows.
Receipting workflows
CRA official receipts and IRS acknowledgments generated from the right data.
Fundraising dashboards
Clear reports for your executive director, fundraising team and board.
Training and handover
Your team trained, the setup documented, and support when you need it.
How it works
From messy lists to one clear system
A one-time setup project, with optional ongoing support. We scope it on your intro call.
1
Discover
We map your donors, data sources, giving platforms and what your team needs to see.
2
Build
We configure the CRM, migrate and clean your data, and connect your platforms and books.
3
Launch and train
We go live with your team, train them, and stay on hand while the new habits settle in.
Highly trusted, professional, and ethical. Expert in compliance and the charity sector, providing high-quality solutions. Built finance policies and improved the entire organization.
Mahmuda KhanGlobal CEO, HCI
FAQ
Common questions
Are you a HubSpot partner?
Yes. Linked CFO is a HubSpot partner. We set up HubSpot with nonprofit-specific properties, pipelines and reports, and can help you apply for HubSpot’s nonprofit discount if your organization is eligible.
Should we use HubSpot or a donor CRM?
HubSpot is strong for communications, marketing and relationship management. Dedicated donor CRMs are built around gifts, pledges and receipting. Many charities use one, some use both. We recommend based on your size, giving volume and team.
Can you move our data from spreadsheets or an old CRM?
Yes. We clean, deduplicate and migrate your contacts and giving history, so you start the new system with data you can trust.
Will our CRM connect to QuickBooks or Xero?
Yes. We connect or reconcile your giving data with your accounting system, so fundraising totals and your books always agree.
Get a free 30-minute systems review
We’ll look at how your donor data, platforms and books fit together, and tell you the first three things we’d fix.