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CRM

Relevant Skills

CRM Database Administration Training and Development

Published Date

Posted November 14, 2025

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Health & Nutrition

CRM Optimization

Project

Remote

Documenting Hope

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* 6 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

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