CRM build — Monday.com
Optimise, automate
See how we streamlined digital operations for a childhood cancer charity.
Born out of personal loss
Alfie’s Wish is a wonderful, founder-led charity that funds respite breaks for families experiencing childhood cancer.
When we met the team, they were struggling working across multiple platforms, and often in silos. As a result, work was slow, disjointed, and created a sense of anxiety that things would get missed. They needed a centralised database to store and manage their daily activities, as well as bring in some much-needed automation to relieve the pressure.
We implemented Monday.com to centralise and streamline their workflows.
The challenge was to build a CRM that supported the organisation's current way of working - pooling their processes and data into a single, shared space that could grow alongside them.
Building a robust system
We engaged the team in an exercise to explore “what would be a dream outcome of this project for you?”. We then performed a technical analysis of how they currently operated. What appeared in the gap between where they are, and where they wanted to be, informed the brief for this project.
They needed oversight and linkage between the events they run, their growing army of fundraisers, their corporate sponsors, their hospital referral partners, as well as their grantmaking pipeline. Our robust, custom CRM build covered all these areas.
Dream outcome
We ran a core team discovery session to determine what success would look like, and how it would benefit them.
Project scope
We defined the project scope to ensure all requirements were captured and aligned with the team’s goals.
Technical implementation
We carried out the technical implementation to ensure the system was robust and met all requirements.
Team training
We provided comprehensive team training to ensure everyone was confident in using the new system effectively.
Bringing it all together
We built Alfie’s Wish CRM on Monday.com, a flexible platform for organisations of all sizes. They offer a generous non-profit plan, so the team gained access to some fantastic features free of charge.
Alfie’s Wish is a small but highly active organisation, and they kept a lot of records inside various spreadsheets and forms. Their website is on Wix, their family applications came through Google Forms, their donation data came through multiple sources including JustGiving and various charity pots at event venues. Bringing this all together, and lightening the load through automation, was a challenging but rewarding process.
The team now has a fully systemised CRM that not only runs their day-to-day operations, but also automates repetitive tasks and provides oversight on various pipelines of work. This helps speed up the way they work, reduces stress and human error, and significantly increases the impact that Alfie’s Wish can have.
Ready to streamline your charity?
Our custom charity CRM builds start at £5,000
We can work with various charity CRMs such as Beacon and Donorfy, as well as non-charity CRMs such as Monday or Salesforce. All projects include a comprehensive setup, team training and data migration. Get in touch to find out how we could help.