Development of a Flexible Low-Code CRM and Analytics Platform for Non-Profit Organizations

The organization currently relies on legacy CRM software that hampers daily operations due to cumbersome user experience, complexity, and frequent downtimes. Manual reporting processes are time-consuming and prone to errors, limiting agility and responsiveness. These issues reduce overall productivity and increase operational costs, hindering the organization's mission to serve its beneficiaries effectively.

A mid-sized non-profit organization focused on supporting people with disabilities and chronic diseases, aiming to improve operational efficiency and donor management through digital transformation.

• Implement a flexible, user-friendly CRM platform to replace outdated legacy systems, enhancing operational efficiency.
• Enable rapid development and deployment of core features through low-code platforms to reduce project timelines by up to 75%.
• Automate reporting processes with integrated analytics dashboards to minimize manual intervention and improve data accuracy.
• Reduce maintenance and operational costs associated with legacy software by migrating data to a modern, scalable system.
• Enhance internal user ownership and system adaptability to facilitate quick adjustments and future system enhancements.
• Deliver a new website with improved UX, accessibility, and UI, ensuring better engagement with stakeholders.

• Role-based access control ensuring department-specific data visibility and permissions.
• Customizable core screens and reusable UI components for quick feature updates.
• Migration of existing data from legacy systems, preserving data integrity and relationships.
• Integration with external APIs, such as beneficiary fund management applications and external reporting tools.
• Built-in dashboard for real-time analytics, reporting, and performance tracking using embedded analytics tools.
• Responsive and accessible web interface optimized for diverse users.

• Applicant management systems for processing beneficiary funds
• External analytics and reporting APIs
• External beneficiary portals for data exchange and communication

• System should support concurrent users with minimal latency, aiming for under 2 seconds response times.
• Data migration must ensure data integrity and support up to a decade of historical records.
• System must comply with data security standards to safeguard beneficiary information.
• Scalability to accommodate future growth in data volume and user base.

The new platform is expected to deliver rapid implementation within 6-7 months, significantly reducing operational costs, automating manual tasks to improve data accuracy and reporting efficiency, and enhancing user experience. Improved system flexibility will empower the organization to adapt quickly to evolving needs, enabling more effective support for over 14,000 beneficiaries and further scaling of its operational capabilities while minimizing system maintenance costs.