CRM RELIEF KIT

Make your CRM, donation platform, and email tool actually work together.

Fix broken donor workflows

Fix broken donor workflows

Reduce manual exports + uploads

Reduce manual exports + uploads

Baseline stewardship automation

Baseline stewardship automation

$3,600 flat rate

$3,600 flat rate

Overhead flat-lay of a CRM relief kit with a laptop showing a visual CRM dashboard, a phone notification, spreadsheets, and organized office tools used for nonprofit donor and contact management.

Why choose the Dept.1 CRM Relief Kit?

Most nonprofits don't need a new CRM — they need their existing tools to actually support fundraising and relationship management.

If you're stuck exporting spreadsheets, re-uploading contact lists, or piecing togther donor follow-up across multiple tools, it's not a "you" problem. It's a workflow problem.

The CRM Relief Kit is a focused, fixed-scope engagement that removes the most common donor-system friction points and sets up a clean, reliable baseline — without a full rebuild or monthslong tech project.

You're a good fit if…

  • You're spending too much time exporting and uploading contact lists

  • The CRM isn't helping you build meaningful relationships with supporters

  • You're paying for tools and you aren't getting value out of them

What the CRM Relief Kit covers

Contact capture & routing

We configure your CRM so new contacts flow in cleanly — without manual exports or uploads. Includes up to two inbound (website forms, newsletter signup, event or volunteer forms) and automated tagging/list placement.

Donor acknowledgement & light nurture

New donors are acknowledged automatically nad queued for simple follow-up (1-2 touches), using your CRM's native email tools or a supported email connection.

Donation data alignment

We make sure donation data reliably lands in your CRM in a usable way. If your tools don't support a native sync or field mapping, we provide a streamlined import workflow instead.

You'll also receive basic donor reporting, end-to-end testing, and a clear handoff so your team can confidently use what's been set up.

The CRM Relief Kit is a fixed-scope engagement. Full deliverables, system requirements, and limitations are outlined in the full offer details.

Some limitations

You can find all of the limitations in the full offer details below, but here's a few of the key ones:

  • Only native integrations are covered; custom APIs, Zapier or Make, or middleware can be scoped as an add-on

  • One CRM + one donation platform

  • No full rebuilds or migrations

  • No website development

Note: Many or all of the limitations of this offer are supported by Dept.1 Solutions as add-ons or custom engagements.

Why this exists

We work with small and growing nonprofits across fundraising, operations, and technology — and we see the same system issues come up again and again.

We see teams handed recommendations for how their CRM should work, without the support to actually configure it to do that work. Or we see implementations by folks that haven't been trained to build and maintain resilient software workflows. Dept.1 is different by design. Our work is grounded in firsthand systems expertise — advising on what to do and actually doing the "hands on keyboards" work.

The CRM Relief Kit exists because these problems are solvable, repeatable, and urgent — and because small teams deserve implementation support that's well-trained, transparent, and respectful of their time and budget.

No big promises, no vague scopes, just practical setup that makes things work.

Need something more?

If your organization needs deeper system work — migrations, custom integrations, advanced reporting, or broader automation — we can scope that separately. For many teams, the CRM Relief Kit is the fastest path to immediate capacity and a functioning donor workflow foundation.

Let’s make it happen

Let’s make it happen

Let’s make it happen