System Assessments & Implementations

Replace your fundraising tools with confidence.

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Are you preparing for a big technology change in the next 5 years? Navigate your journey with an implementation partner who you can rely on for strategic advice and technical support. We offer end-to-end implementation services for all fundraising systems, including CRM, online giving, digital engagement, analytics, and more. Whether you’re entering the world of Salesforce or looking for a best-in-class texting platform, benefit from skilled consultants and developers who are decades deep in the nonprofit fundraising space.

Raise more money with a new fundraising system.

Our CRM impact study shows that CRM is worth the investment.



in organizations that adopted a new CRM system.

$55 mil

more dollars raised

per year, on average, after implementing a new CRM system.


greater velocity

of growth after implementing a new CRM system.

View CRM Study

Pre-Transition Assessments, Selections & Product Roadmaps

Navigate the complexities of a system selection with a trusted partner, and find the best platform to achieve your long-term goals. From enterprise CRM systems to online fundraising and digital platforms, our detailed approach results in a data-driven analysis backed by clearly defined requirements, allowing your stakeholders to make informed decisions.
  • Technology upgrade planning
  • Comprehensive current-state assessments
  • Structured discovery to define ideal future-state
  • Extensive research and evaluation of marketplace options
  • Recommendations, considerations, and next steps

System Implementation & Support

Successful system implementations strike a delicate balance between a clear strategic vision and strong technical skills. Our turnkey implementation services span the entire implementation journey, successfully leading you through strategic planning, change management, technical implementation, go-live, and beyond.
  • Project planning, management, and executive-level directorship
  • Design and configuration
  • Data conversion
  • Custom development & integrations
  • Reporting & analytics
  • Change enablement
  • Full end-user training

System & Process Stabilization

The implementation is just the beginning. Once your new fundraising system is in place, we’ll continue working closely with your team to ensure each piece of the ecosystem is working properly.
  • On-call technical support
  • Ongoing training and knowledge transfers
  • Monitoring and iterative improvements

Staff Augmentation

Reduce operating expenses and fill gaps in your team’s skillset with staffing support to strengthen your fundraising operations. Tap into professionals from specialized areas such as development services, report writing, and gift or data management.
  • Get help on a project-by-project basis
  • Access knowledge from the full Zuri Team
  • Fill an interim position while seeking a permanent candidate
“Zuri has a great understanding of the Salesforce ecosystem coupled with years of expertise in the advancement industry, making them an ideal implementation partner for projects ranging from small and targeted to large and complex." VP for Information Services & Analytics, Texas A&M Foundation

Successful implementations start here.

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