Donor Record Clean-Up for Charities
For charities and schools with the same supporter entered several times across donation, event and CRM tools. We build a system that matches and merges duplicates while keeping every gift in the history, with unclear matches sent to staff. It runs on your own infrastructure to keep records clean.
- Pilot the plan to start small
- Inspected before it goes live
- Monthly or every 3 months, or yearly
- 2–5 days build time, once your material is in
What you get
- Matching across CRM, event and donation tools
- AI duplicate detection across spellings and addresses
- Merge rules that keep all giving history
- Staff review queue for unclear matches
- Scheduled clean-up on your own infrastructure
- Data health report
How your order runs, after you choose a plan
Questionnaire
You answer a short questionnaire about your business, your goals and your style.
Five sample concepts
We prepare five sample directions built from your answers — designs, personalities, layouts or setups, depending on the service.
You choose or mix
Pick one, or mix them — for example the colours of one with the layout of another.
Upload your material
Send your logo, photos, prices and texts. We use only what you give us.
We build it
Our specialist AI team builds the complete service from your choice and your material.
Quality inspector
An automated inspector checks the work. Anything that fails is rebuilt before you see it.
Live
A website goes live on your own domain; everything else arrives in your dashboard.
The five samples usually arrive within minutes. Each service's build time is counted from the day your questionnaire and material are complete.
How it works
What it does for you, every day, once it is live.
- 1Checks new supporter records for duplicates across tools
- 2Explains why two records look like the same person
- 3Merges confident matches while keeping all giving history
- 4Queues unclear matches for staff review
Connects to
Connected to the tools you already use.
How we deliver it
Choose your plan
Every plan includes the complete service. A bigger plan adds AI usage, care and capacity.
One-time job
One-time- The whole job, delivered once and yours to keep.
- Included in the job — Records migrated: up to 10,000More when you need it: $15 for 2,000 extra ($0.007 each)
Pilot
Start small- The complete service is included in this plan.
- Included every month — Records migrated: 400More when you need it: $15 for 2,000 extra ($0.007 each)
- 2 care rounds a month — changes, fixes and help
- Assistant: up to 40 chats a day
- Jobs worked on at the same time: 1
Start
- The complete service is included in this plan.
- Included every month — Records migrated: 1,000More when you need it: $15 for 2,000 extra ($0.007 each)
- 4 care rounds a month — changes, fixes and help
- Assistant: up to 100 chats a day
- Jobs worked on at the same time: 2
Growth
Recommended- The complete service is included in this plan.
- Included every month — Records migrated: 2,400More when you need it: $15 for 2,000 extra ($0.007 each)
- 8 care rounds a month — changes, fixes and help
- Assistant: up to 300 chats a day
- Jobs worked on at the same time: 4
Scale
- The complete service is included in this plan.
- Included every month — Records migrated: 6,000More when you need it: $15 for 2,000 extra ($0.007 each)
- 22 care rounds a month — changes, fixes and help
- Assistant: up to 1,000 chats a day
- Jobs worked on at the same time: 8
Bigger than Scale? Enterprise is quoted after a free assessment.
- Built on your business — your data, rules and tools — by our specialist AI team, not a generic template.
- Every delivery passes our quality checks before you see it: tested, working and documented.
- On a monthly plan, the AI usage is included up to your allowance, so your bill is predictable. Beyond it you pay only the rate shown, or move up a size.
- On every plan: we keep it live and running, improve it each month from its own results, and your monthly care rounds cover changes, fixes and help.
Included in the price
- The service built for your business and running (or delivered)
- Your workflows running on our machines
- Changes after delivery: rounds of care included
Extras
Tick what you want on top; the total updates as you go.
What we need from you
We use only what you give us — we never invent your details.
- Which CRM, event and donation tools do you use?
- How many supporter records do you hold?
- Which details win when records merge?
- Who reviews unclear matches?
- How often should it run?
Your data stays yours.
The promise, in plain words — and each part is built into how we work, not just written here.
Encrypted, per customer
Everything you send us is encrypted with keys that belong to your account alone.
Used only for your service
Your files and answers are used to build your service — never for another customer's work.
No outside AI without approval
Data you mark confidential is not sent to any outside AI service we have not approved. By default it is handled only by our own tools.
Delete everything, any time
From your account you can delete everything you sent us and everything built from it. Your keys are destroyed, so even backups become unreadable, and you get a deletion receipt. Only the invoice records that accounting law requires are kept.
Add-ons & upgrades
Start with the build, then add what you need — anytime.
Built for your sector
Ready to see it built on your business?
Start with the Pilot plan — the complete service, built on your business and run for you. Move up when you need more.