Monday.com Expert for Nonprofit Organization

£250-750 GBP

In Progress

Posted 20 days ago

£250-750 GBP

Paid on delivery

I work for a small international nonprofit (~15 people) split across US and UK teams. We run multiple active legal and conservation programmes simultaneously, with 15+ events per year and an active international fundraising operation. I am setting us up a [login to view URL] platform for our CRM and project management needs, and looking for a freelancer to help with this. It would be an initial set-up helping us with migration and integration, with the hope to work together on keeping the software slick and updated moving forward too. We have set up a starting structure in [login to view URL] ourselves and now want experienced help to make it work properly and scale. This is a pilot in the London office. If it proves out, the intention is to roll the setup across the wider organisation, so we care about building something clean and repeatable rather than a quick fix. We are on the [login to view URL] nonprofit plan (Pro tier, free for our first 10 users). The following is already in place: - A set of working boards: Contacts, Fundraising Pipeline, Events, Intern Tasks, Intern and Volunteer Management, Programme Projects, and Activities and Interactions. (Although these need work and improvement) - A Contacts board holding approximately 290 contacts so far (please treat this number as approximate, it will grow). Problems we are trying to solve - Contact data is not yet clean. We have duplicate records, and some contacts are missing email addresses ahead of a mailout. - We need one reliable single source of truth for contacts, rather than information scattered across spreadsheets. - Our fundraising pipeline needs clear stage tracking and reporting so we can see where prospects sit at a glance. - Event management (guest lists, RSVPs, logistics) lives partly outside the system and should be brought in. - Intern, volunteer and programme work needs consistent task tracking that the team will actually keep up to date. - We want dashboards and saved views that give different people the right slice of information without exposing the full master data. - We need to integrate with GiveButter and Google Sheets - we want AI notetaking through the [login to view URL] platform - sending mass emails and tracking contact with VIPs and fundraisers through [login to view URL]'s CRM software Please let me know if you could help me with this, I'd be happy to call and discuss further, and provide a clear brief and scope.

Project ID: 40541619

About the project

84 proposals

Remote project

Active 22 secs ago

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Awarded to:

@okechukwu1

Having worked with various organizations, I understand that effective project and client management are the cornerstones of a successful business, particularly within the nonprofit sector. My proficiency in platforms like Asana, ClickUp, and [login to view URL] will be instrumental in transforming your existing setup into an integrated hub for your entire team, and automating repetitive tasks to allow for increased efficiency and accuracy. Being a member of multiple international remote teams myself, I am well-equipped to assist you in integrating your US-UK teams seamlessly. It's clear from your description that you need more than just a quick fix - you need a comprehensive solution that not only meets your current needs but is also scalable as your organization expands. With this in mind, my approach focuses on not just solving immediate problems but designing workflows that remain clear and functional even as your programs grow. I'll work diligently to create a CRM system tailored to your specific requirements; minimizing or eliminating duplicate records, centralizing contact data and providing you with reliable insights on your fundraising pipeline.

£500 GBP in 7 days

4.8

(15 reviews)

6.5

84 freelancers are bidding on average £454 GBP for this job

@Zahi9

Hello, I’ve carefully reviewed your project requirements and they align very well with work I’ve completed successfully in the past. I’m confident I can deliver this exactly the way you expect — clean, reliable, and scalable. If you’d like, I can quickly walk you through a similar project I completed and explain how I’d approach yours step-by-step. I’m also happy to jump on a quick audio or video call to clarify anything. 410+ verified 5★ reviews, 538+ completed projects, Full-stack expert: CMS (WordPress, Shopify, Wix, Framer, Squarespace, Magento 2, OpenCart) Python, PHP, Laravel, React.js , node.js n8n, Zapier, AI agents. Always on time, within budget, Free 1-month post-delivery support you can check my skills and reviews here - https://www.freelancer.com/u/zahi9 Looking forward to your response. Best regards, Zahidul

£500 GBP in 7 days

5.0

(3 reviews)

4.8

@haseebsidd07

Hi there, I have thoroughly reviewed your project description and understand the critical need for a seamless CRM and project management setup using monday.com. I can help you transform your existing structure into a robust system that eliminates duplicate contacts, enhances your fundraising pipeline visibility, and centralizes event management—all essential for your nonprofit’s efficiency. I am Abdul Haseeb Siddiqui, a seasoned professional with over 6 years of experience in Project Management, CRM, Data Integration, Lead Generation, and Event Management. My expertise aligns perfectly with your requirements, and I am committed to building a clean, repeatable system tailored to your needs. Please check my portfolio here: https://www.freelancer.com/u/haseebsidd07 I look forward to discussing how I can support your mission and optimize your processes on monday.com. Thank you, Regards, Abdul Haseeb Siddiqui

£250 GBP in 7 days

0.0

(0 reviews)

3.3

@MIndlabsAi6

Hey there! I’m beyond excited to take this on! I recently wrapped up a similar project with good results. Drawing from my experience in Project Management, CRM, Leads, Technical Support, Fundraising, Email Marketing, Data Integration, Lead Generation, Data Management, Event Management, I’m ready to dive into your project. Please initiate a chat for further discussion. Cheers, Vishal Maharaj

£500 GBP in 5 days

0.0

(0 reviews)

0.0

@romany55

**DO NOT PAY ME UNTIL I COMPLETE! :)** Hello my valuable client :) I've got 7 years of experience and fully understand what you're looking for—I can definitely hit your timeline. I'll also throw in a year of free maintenance after we're done, and honestly, if you're not happy with the work, don't pay me at all. Just shoot me a message when you're ready and let's get started. I am eagerly waiting for your message. Roman

£250 GBP in 7 days

0.0

(0 reviews)

0.0

@ritus467

Hi, I can help streamline your CRM and project management needs for your nonprofit. With my experience in optimizing CRM systems, I can assist in cleaning up contact data, ensuring there’s a single source of truth, and effectively managing your fundraising pipeline. I’ll create dashboards tailored for your team, integrate with tools like GiveButter and Google Sheets, and implement AI notetaking features. This setup will help maintain clarity and efficiency, also making it scalable for future expansion across your organization. Let’s schedule a call to discuss your project in detail and lay out a solid plan. Best Regards, Ritu

£500 GBP in 7 days

0.0

(0 reviews)

0.0

@clintonv2

OVERWHELMED With all the Ai Generated proposals. Give me a few seconds to show you why i am different. I've built a platform for service organizations. Understanding the complexity of your nonprofit's needs for clean contact data, streamlined project management, and seamless integrations with GiveButter and Google Sheets. I would love to chat about your project, the worst that can happen is you walk away with a free consultation. Regards, Clinton.

£350 GBP in 7 days