CRM Optimization

Identify a CRM that will help us simplify our confirmation, invoice and payment workflows by reviewing our current process and reduce manual entry and improve accuracy.
- Clean and organize data by identifying and merging duplicate records and establishing best practices to prevent future duplication.
- Build dashboards and reports that provide clear visibility into invoices, attendance, demographics, and participation across individual programs and all programs.
- Create basic documentation and guidance so staff can maintain dashboards and data quality after the project ends.

Right now, our invoicing, artist payments, and attendance tracking rely on multiple systems and duplicated paperwork. This slows us down and pulls valuable time and energy away from what matters most: delivering high-quality arts programming to the community.

By volunteering your CRM expertise, you will help us:

Consolidate invoicing, payments to artists, and attendance records into a single, organized system

Reduce paperwork, errors, and administrative duplication

Improve accuracy, accountability, and reporting

Free up staff time to focus on programs, partnerships, and community impact

Why Your Contribution Matters

Your work will have a direct ripple effect across our entire organization. A streamlined CRM system means:

Artists are paid accurately and on time

Programs run more smoothly

Data is clear, accessible, and reliable

Our team can spend less time on admin tasks and more time serving youth, families, and community partners

In short, your contribution helps us do more good with fewer resources.

The Impact You’ll Be Supporting

This role supports the infrastructure that keeps our programs alive.

request CRM Recommendations.