What we built, and what changed.
Four projects for two clients. Each one started with how the work actually moved, then the systems to match.
Donation operations overhaul
For a nonprofit: every gift from every channel now flows into one system automatically.
total fees per online gift, at Stripe's nonprofit card rate
Before
Three payment channels, no central system
Gifts came in through a U.S. card processor, an international processor and PayPal, none connected. Each was logged by hand, reconciled and receipted manually, taking staff hours each week.
What we built
A new CRM, connected payments and a two-language form
We migrated thousands of donations and hundreds of donor records to a better-fit CRM. All three channels sync into it, receipts go out from it, U.S. gifts sync to accounting, and a branded giving form has a Hebrew version.
What changed
Staff time back, and books that stay accurate
Every gift is captured, logged and receipted automatically, the books stay accurate, duplicate records were cleaned up, and fees per online gift went from about 7% to 2.2%.
What was built
- Donor CRM
- Data migration
- Payment automation
- Accounting sync
- Multi-currency
- Two-language forms
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.
Full-funnel growth system
For a regional law firm: the whole path from ad click to retained client, built as one system.
in managed campaigns, measured and attributed
Before
Reliant on referrals, with no engine for new business
The firm had the budget to grow but no system for new business: a CRM too limited for a pipeline, no call routing and no view of what produced clients.
What we built
Website, campaigns, CRM and call tracking as one system
A new website with service pages, intake forms and geo-targeted landing pages, over $300,000 in managed campaigns (10 across 4 practice areas), and a custom CRM with email sync and call tracking behind them.
What changed
Every lead tracked. Every channel measured.
The firm sees its pipeline from first contact to closed client. Every lead is logged, assigned and followed up on schedule, and monthly reporting ties spend to pipeline stages and retained clients by source.
What was built
- Custom website
- Paid search
- Paid social
- Paid video
- Custom CRM
- Automated lead capture
- Call routing
- Call tracking
Processly generated a consistent flow of qualified leads for our case pipeline, something we had not previously achieved through digital advertising. The final product exceeded our expectations.
One donor system, connected end to end
The same nonprofit, a year on: a new CRM across both legal entities, connected to its giving forms and its accounting. Gifts are matched to their donors automatically, and U.S. gifts are logged in the books and receipted by email. Then a bilingual website.
donor and gift records moved into one donor system
Before
Two legal entities, two languages, one small team
An Israeli nonprofit and a U.S. 501(c)(3), with most support from abroad. Gifts arrived by bank transfer, check, card and local payment links in several currencies, each entity kept its own records, and receipts were prepared by hand.
What we built
One donor system, a new website and an Ad Grant
A donor system across both entities and four currencies, a 58-page bilingual website with 39 pages audited for accessibility, a shekel giving form on 14 local payment links, and a Google Ad Grant of up to $10,000 a month.
What changed
Gifts matched to their donors
Every gift is matched to its donor automatically, lifetime giving stays up to date, and U.S. gifts are logged in the books and receipted by email. The website is in final review.
What was built
- CRM across two entities
- Integrations and automations
- Accounting sync
- Giving form
- Bilingual website
- Accessibility audit
- Google Ad Grant
Processly redesigned our nonprofit's website, set up dependable giving for our donors, and brought our entire donor database into one organized place. Knowledgeable, responsive, and highly professional. Every challenge was met with a positive attitude and a real commitment to finding a solution.
A consultant's plan, put into practice
A nonprofit's consultants wrote a strong campaign plan, and the team needed someone to carry it out. We took it on: the campaign page and printed pieces for a partner conference, then the whole year-end season through January. In progress.
emails and social posts for one giving season
Before
A good plan, and no one free to run it
The consultants' plan had a theme, a story series, a giving menu and a calendar. Their part was strategy; design, production, emails and posting fell to a small team whose days were already full.
What we built
The conference first, then the year-end season
A campaign page on the organization's own website and payment account; for the conference, 100 each of brochures, commitment cards and pocket cards with the QR code; then a year-end season in four parts: Remember, Prepare, Invite and Thank.
Where it stands
Live in four weeks, running through January
The campaign page and the conference brochures and cards were ready within four weeks. Last year's season had 3 emails; this one has 10 planned in the email tool it already uses, through January.
What was done
- Implementation plan
- Conference brochures and cards
- Automatic alert for every card
- Year-end email series
- Resends to people who didn't open
- Church and Hebrew versions
- First printed donor letter
- Matching gift and church kit
- Social calendar, two posts a week
- Campaign page with an online commitment card
- Next year's plan: 5 appeals, 8 automations
Want a system like one of these?
A 45-minute call is enough to see what's worth building first, whatever your industry. If there's a fit, you get a written scope and price before any work starts.