Operations and systems
Workflow maps and automation, CRM and database setup, reports that update themselves.
Operations work- New inquiry to the CRM
- Gift receipted by email
- Paid invoice to the books
- Follow-up reminder sent
- Leads report updated
We connect the tools your business already uses, take out the steps in between, and build the website and ads that bring in new clients.
50,000+
Across clients automation runs in the systems we've built, and more every month
From about 7% to 2.2%
Nonprofit total fees per online gift, from about 7%
A new CRM, connected payments and a two-language form
Read the case study$300K+
Law firm in managed campaigns
Website, campaigns, CRM and call tracking as one system
Read the case study8,000+
Across clients records migrated
Donor records, giving history and contacts, moved across clients
See the case studiesWe map how work moves through your business, then choose and connect the tools to fit it.
Workflow maps and automation, CRM and database setup, reports that update themselves.
Operations workWebsites with built-in lead capture, Google and Meta campaigns, call tracking.
Marketing workStart with a map: how work moves today, where the time goes and what to build first.
Research workFour steps. You see the plan and the price before any work starts.
How work moves today, and where the time goes.
A simpler process first, then the tools to fit it.
Built, connected and tested, and your team trained.
Support, changes and what comes next, for as long as it helps.
We hired Processly to rebuild our website and get our digital advertising off the ground, and this company delivered on both counts. Processly took the time to learn our industry's needs and regulations, communicated well throughout, and generated real results for our practice.
Processly rebuilt our entire donation and operations setup: new platform, payment processing, donor management, and migrated everything across without a single donor disrupted. They test before they deploy and build systems that are easy for any team to actually run. Whenever we needed further help, Processly was always available and super helpful. Genuinely good at problem solving.
We design a giving form in your brand and build it into your own website.
45 minutes on how work moves today and where the time goes. If there's a fit, you get a written scope and price before any work starts.