CRM systems your team will actually use.

We help nonprofits and service-based businesses turn complex technology into clear, human-centered systems that drive real impact.

SEE HOW WE WORK

You have a mission. Your systems should support it.

Whether you're leading a nonprofit, providing a service to customers, managing a growing team, or navigating a system change, we help you implement and adopt CRM and technology solutions with confidence. Not chaos.

See Our Approach

How We Work

Your CRM isn't broken. Your strategy is.

We help nonprofits and professional service firms stop leaving revenue, relationships, and reach on the table. Start anywhere. Grow from there.

  • Find out what's actually wrong before you spend another dollar trying to fix it.

  • Set the foundation, and the people, up to use it.

  • Senior CRM strategy and leadership without the cost of a full-time hire. Your long-term strategic partner.

  • Solve the specific problem. No long engagement required.

Learn More

20+ years as a trusted CRM and technology advisor to nonprofits and mission-driven organizations across the country.

Not sure where to start?

A free 25-minute strategy session gives you clarity on your next step. No pressure, no pitch.

Book Your 25-minute session

Testimonials

  • "Devan has an incredible understanding of the nuances of Salesforce and other CRM’s and the ability to interpret and implement complex organizational operational elements within CRM’s and other back-office solutions."

    Scott Honse
    Global IT Director, World Resources Institute

  • "It's been 2 years since Devan helped us and our clients have remarked on how much they appreciate how easy it is to move through our systems. Devan went beyond the call of duty and I am grateful for it. In 2024, we will be working with Devan again to refine our Dubsado efforts. Technology moves so fast and I know Devan will set us up for success! I cannot wait to see where those shifts take my firm."

    Alison McNeil 

    Chief Creative Officer, McNeil Creative Enterprises

  • "Devan was instrumental in helping me research and select a CRM, and then was able to implement it with a fairly complicated setup and lots of customization specific to my business' workflow. I would never have been able to get all of that work done without Devan, and being able to use a customized CRM has made my business run more smoothly and helped keep things on track. "

    Lisa M. Keyser
    Owner/Principal, LMK Web Service

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