Non-Profit CRM and Donor Management - Exch Ver 2.0

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This application integrates all of your donor, program and administrative functions at one source allowing one to easily do reporting and data tracking to optimize your results. As a NP you face the triple challenge of fundraising (levering donor relationships), monitoring program performance with outcomes measurements and continually reducing administrative costs while improving administrative effectiveness and efficiency. This is the application that will manage workflow and increase workplace productivity.


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Non-Profit CRM and Donor Management - Exch Ver 2.0

By over 3 years ago

I've just started looking into this app, but it seems very comprehensive and looks like it will do what we need it to so we can stop spending money on additional programs to track the same information.

Clean structure. Nice reports. Powerful app!

By over 3 years ago

Very clean structure, formulas and efficient way to link tables (e.g. I didn't have to delete tables and undo links to get it ready for immediate use.). This app is a great way to start using the capabilities of QB and grow (your) expertise and/or meet additional needs of your organization. Functional areas this app can support, from a church perspective, include records management, development (donations (payments) and cultivation), facilities, document sharing, and more.

Overall Rating

405 Installs


Crystal Bay Solutions

Crystal Bay Solutions has extensive experience working with companies of all sizes and types - startups and Fortune 100 companies in many industry sectors as well as various types of non-profit organizations. Our breadth of substantive, hands-on management operating experience distinguishes us from many typical software development organizations. We offer our clients effective and efficient work group productivity software solutions that do exactly what you require and no more than what you require, at a price you can afford. We achieve this by offering you a choice of:1. Pre-built applications that work for your needs out of the box; or2. Affordable customization so they fit exactly what you need with no more complexity than you need; or3. Custom developed solutions when you have unique database or application requirements.We also provide management consulting services to help refine and improve your internal workflow processes.We deliver significant benefits in the current economic environment:1. Definition of key organizational competencies.2. Software solutions that reduce administrative cost and improve execution of strategy.3. Allocation of scarce resources on just those competencies that are necessary to success of strategies and delivery of mission.Examples of our pre-built solutions along with case studies can be found on our website (see link above).