Pre-Built Solutions

Ready to go “as is” or customized to your specific requirements.

·  Constituent Management
·  CRM & Donor Management
·  Event Management
·  Membership Management
·  Volunteer Management
·  Volunteer Opportunities
·  HR Management
·  Program Performance & Outcomes Mgt.
·  Project Management
·  Strategy Execution Management
·  Meeting Scheduling and Management
·  Class and Workshop Scheduling
·  Facilities Management
·  Parish Management
·  Foundation Grant Management
·  Board Portal Functions

Effective program management requires better information and funders are requiring more accountability and productivity. Overall, the environment is becoming more challenging .

So when you look for database software you want to find people with deep and broad non-profit experience. Our team combined has over 65 years of experience as consultants, volunteers, executive managers and board members of more than 85 non-profit agencies. We clearly understand the issues you face!

We specialize in custom solutions that do exactly what you want and no more than what you need - at prices and timeframes far lower and faster than conventional software. The result is rapid and reliable implementation without cluttered functionality that users don’t need.

We have pre-built solutions that you can license “as is”, or we work with you to implement a solutions that replicate and streamline your existing processes.

Our clients have experienced increased productivity and cost savings. One client saved 2.5 full-time equivalent employees’ time, and another saved one week a month of staff time just in data entry and reporting. Let us show you how you can achieve similar results.


Sample Non-Profit Solutions

Some representative client solutions for various agencies and functions.

·  Parish  Management
·  Immigration Case Management
·  Government Program Outcomes Tracking
·  Trade Association Strategy Management
·  Animal Services Campaign Management
·  Senior Services Program Management
·  Various Custom CRM Solutions
·  Trade  Assn. Public Member Database
·  Animal Shelter Management
·  Custom PO Management Solution

CRM and Donor Management Enterprise Portal

Introduction to a comprehensive non-profit CRM and Donor Management application available on the QuickBase cloud platform and offered through Crystal Bay Solutions at www.crystalbaysolutions.com.

HR Management

Introduction to a comprehensive HR Management application available on the QuickBase cloud platform and offered through Crystal Bay Solutions at www.crystalbaysolutions.com. The application offers most of the core HR functions for the company including detailed employee information, performance reviews, timecards, employee applicant processing, personnel action forms and more.


OSHA Incident & Injury Tracking

Introduction to a comprehensive OSHA compliant workplace Incident and Corrective Action application available on the QuickBase cloud platform and offered through Crystal Bay Solutions at www.crystalbaysolutions.com. The application offers functionality for tracking incidents, accidents, and can be customized easily to provide internal audit functions.

Conference Management

Introduction to a comprehensive Conference Manage application available on the QuickBase cloud platform and offered through Crystal Bay Solutions at www.crystalbaysolutions.com. This application is designed to be used either by companies managing conferences of any size for other companies or by companies managing their own conferences with in-house staff.

Strategy Execution

Introduction to a comprehensive Strategy Execution and Implementation management application available on the QuickBase cloud platform and offered through Crystal Bay Solutions at www.crystalbaysolutions.com. The application is designed to be used by organizations of any type or size that want to implement effective tracking of strategic plan execution within departments and divisions or across the enterprise.


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Selected Non-Profit Clients