Every layer covered, on a nonprofit budget.

Community organizations, shelters, foundations, arts groups and service agencies running real facilities and real data on a budget with no room for an IT department.

What matters here

  • Donor data and giving records are trust; losing them costs more than money.
  • Grants come with reporting, and funders increasingly ask about security.
  • Volunteers need access on Tuesday and should lose it on Wednesday.
  • Nonprofit licensing discounts cover most software, if someone applies for them.

What we set up in the first ninety days

Each item is written in plain words and becomes part of your documentation vault and evidence file.

Donors and grants

  • Donor database with access by role and an audit trail
  • Online giving that keeps card data off your systems
  • Grant reporting pulled from one place
  • Website and giving page hosted and kept up

Access

  • Named logins for staff and volunteers, MFA on email and the donor database
  • Expiring volunteer access
  • Keycard or fob access for the building, lists kept current
  • Shared files organised by program

Facilities

  • Wi-Fi and network across one building or a campus
  • InfraGuard on every system
  • Cameras and access control where the board wants them
  • Backups with offline copies, tested

Budget

  • Nonprofit licensing discounts applied for and tracked
  • Donated and discounted hardware sourced where it fits
  • Quarterly report to the executive director and board
  • Roadmap sized to the budget year

Services for this industry, in order

Most start with the first three. The rest come up when the business grows or an audit does.

  1. Managed ITSystems, accounts, licensing and backups.
  2. Web Design & HostingWebsite and giving page, built and hosted.
  3. CybersecurityMFA, email protection, access reviews.
  4. Cabling, Wi-Fi, Cameras & Access ControlBuilding network, cameras, door access.
  5. Lead Capture & Local Marketing AutomationDonor and volunteer follow-up on autopilot.
  6. Strategy & vCIOBoard reporting and the budget-year roadmap.

Where CRM-NG fits

One record per client, vendor and asset.

A CRM-NG Cloud workspace handles the business side: the people, companies, equipment, tickets and documents everyone keeps asking for. We will tell you plainly what should never go in it, and configure it so it cannot by accident.

How CRM-NG Cloud is provisioned

ContactsDonors, volunteers, clients
CompaniesFunders, partners, vendors
MarketingAppeals, thank-yous, events
DocumentsGrants, policies, board records
AssetsDevices, keys, equipment
Service deskStaff and volunteer requests

Questions we get

We cannot afford a managed IT contract.

The Essentials plan is sized for small organizations, and licensing discounts usually pay for a good part of it. We will show you the math before you sign.

Can you handle our donor database?

Yes, whether it is a dedicated product or CRM-NG Cloud. We set up access, backups and the reports your grants need.

Our volunteers are not technical. Will this work for them?

That is the point. One login, one place for files, and a person to call.

First call

Start with a systems and licensing review. We list what you have, what you pay, what you qualify for free, and what to fix first.