Get your donor tech, data, and tools working in harmony.
System Sync
You don’t need more software.
You need the tools you already have to actually talk to each other.
Systems Sync is a focused, done-for-you project that cleans up your donor data, connects your platforms, and puts a few critical automations in place — so stewardship stops relying on memory and manual work.
Trusted by 3,800+ nonprofit organizations
Who Systems Sync is for?
Systems Sync is for nonprofits who already have the tools, but not the time or capacity to make them work well together.
You might be saying things like:
“We have Bloomerang, Mailchimp, and Fundraise Up… but none of them talk.”
“Our data technically exists — but we don’t trust it.”
“I just want to know donors aren’t slipping through the cracks.”
If that sounds familiar, this is the right place to start.
What we do (and why it matters)
When systems aren’t connected, stewardship breaks down quietly:
Thank-yous get delayed.
First-time donors don’t get welcomed.
Follow-ups depend on someone remembering.
Systems Sync fixes the foundation.
We audit your tech stack, clean and align your data, and connect your tools so donor activity flows where it should — automatically.
Then we build a small number of high-impact automations so critical stewardship actually happens.
What included?
Full tech stack + system audit
We review how your CRM, email platform, and donation tools are set up — and where things are breaking down.Data cleanup + tag and field alignment
Clean, usable records so you can segment, report, and trust what you’re seeing.Up to 2 core automations
Examples include new donor thank-yous, first-time donor welcome flows, or draft emails created inside your system.Platform integrations
Your tools finally talk to each other the way they should.Retention snapshot dashboard + 90-day roadmap
Clear visibility into what’s happening now — and what to fix next.
After Systems Sync, you’ll have:
Clean data and consistent donor records
Connected systems that reduce manual work
Automations that save hours and prevent missed thank-yous
A clear roadmap for what to automate next
Most teams describe it as finally being able to breathe — because the basics are handled.
The results
Investment + timeline
Investment: $10,500
Migration support with your CRM or email platform is available for an additional cost, scoped based on complexity.
Timeline: 4–6 weeks from kickoff to completion.
How does System Sync work with Autopilot?
Systems Sync is not the full donor stewardship engine. This is the foundation.
Some nonprofits use it as a standalone cleanup and integration project.
Others use it as a first step before moving into Autopilot. Either way, you’ll walk away with systems that work — not duct tape.
Ready to see if this is a good fit?
If you’re tired of guessing whether stewardship is happening and want your systems to support you instead of slow you down, let’s talk.
We’ll review your current setup, walk through what Systems Sync includes, and help you decide if this is the right next step.
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