Commonweal is looking for support in integrating the new version of Fundly CRM into our operations. We expect the entire engagement to last about two months, with a concentrated time commitment on the front end and decreasing over the length the engagement.
Our objectives for this project include:
- manage integration of Fundly into Commonweal systems
- work with Fundly to integrate new features such as chapters
- work with CW programs to set up chapters (up to 4 chapters)
- finalize data cleaning and import
- set up report templates
- set up event templates with custom data sets
- run tests and trouble shoot issues with Fundly
- develop written process of database use
- train Commonweal staff to use the system
The potential consultant will ideally have experience in working with Non-Profit Easy or Fundly, or alternatively have experience in integrating the use of a new database in a non-profit setting. Part of this engagement will be on site at Commonweal in Bolinas.
Please contact Oren Slozberg at email@example.com with a basic description of your experience and services.