The Solution
I led the effort to replace the legacy CRM with a modern system.
I started by interviewing stakeholders to understand their workflows and pain points, then mapped out what “great” would look like: reliable data, automated communication, and clear visibility into membership activity.
After evaluating options, we migrated to a modern CRM. I cleaned and imported years of legacy data using Excel (VLOOKUP, pivot tables, …) and API integrations, then built KPI dashboards to track renewals, engagement, and campaign performance. The new system automated key touchpoints like membership reminders, and gave leadership real-time insight for the first time.
Outcome
Within a year, membership fees increased by 50%, and overall fundraising grew 1.5× year-over-year.
Renewal rates improved because members received timely, personalized outreach. We also restructured pricing tiers, positioning some memberships as a more premium offering to align with the services we provided.
Beyond the numbers, the project reduced manual work, improved data integrity, and established a culture of data-informed decision making. What began as a tech upgrade ended up transforming how the nonprofit understood and grew its community!
Outcome
Within a year, membership fees increased by 50%, and overall fundraising grew 1.5× year-over-year.
Renewal rates improved because members received timely, personalized outreach. We also restructured pricing tiers, positioning some memberships as a more premium offering to align with the services we provided.
Beyond the numbers, the project reduced manual work, improved data integrity, and established a culture of data-informed decision making. What began as a tech upgrade ended up transforming how the nonprofit understood and grew its community!
