Back

CRM

Relevant Skills

CRM Database Administration Training and Development

Published Date

Posted October 22, 2025

Not the right fit for you? Sharing the opportunity with your network is a great form of advocacy!

Health & Nutrition

CRM Optimization

Project

Remote

Documenting Hope

Apply Now

* 2 people have applied to this opportunity

We are currently using Keap as our CRM, mainly for marketing and communication purposes. We would like some help to build a connection between Keap and various payment processors so that the donor/payment information can go into Keap's contact records.

Through working with our organization on this project, the volunteer is helping us streamline our donor and clients' database so that we can consolidate all information on one platform. This will increase our efficiency and improve our donor and sponsor relationship.

We’ll come prepared with details about the specific types of data we want to collect, our goals for using the CRM, and a list of any other tools or software we use.

Documenting Hope

Location

Windsor, CT

Website

https://documentinghope.com/

Member Since

Oct 2025

Completed Taproot Plus Partnerships

Organization Mission

Our mission is to reverse today’s epidemic of childhood chronic health and developmental conditions by initiating scientific discovery, empowering families, and inspiring a movement for transformative care.

Program Focus Areas

Healthcare

Medical Research

Mental Health & Wellness

Nutrition

Youth Development

Other Needs from This Organization

See Similar Opportunities

See All

Opportunities

Project

Website design

Education

We are looking for help updating our website using the Squarespace platform. We want to learn more about how to navigate Squarespace, clean up what we have, and rearrange our...

Posted October 30, 2025

View Opportunity

I AM, Empowering the Next Generation

Project

Accounting & Budgeting

Arts, Culture, & Humanities

We are too small to require an audit, but funders we're interested in applying to require a financial review, which is very expensive. We'd like a pro bono review. A financial...

Posted May 19, 2025

View Opportunity

Golden Crown Literary Society

Project

Accounting & Budgeting

Legal Services

We're looking for a volunteer with experience setting up a bookkeeping system and/or software from scratch! [If you have selected a bookkeeping system already - please add the...

Posted September 10, 2025

View Opportunity

Health Justice Initiative