Non-Profits – Unlock New Levels of CRM & Marketing Automation: HighLevel Custom Objects
Non-Profits – Unlock New Levels of CRM & Marketing Automation: HighLevel Custom Objects
Non-profits rely on strong relationships with donors and supporters. HighLevel’s Custom Objects Workflow Automation allows organizations to manage donor interactions, track contributions, and run campaigns with ease.
How It Works
Custom Objects like donor profiles, campaigns, and donation histories can be used to create workflows that deepen engagement.
For example:
Thank-You Automation: Automatically send personalized thank-you emails after a donation.
Recurring Donation Reminders: Notify supporters about upcoming scheduled contributions or opportunities to increase their impact.
Campaign Updates: Share progress and milestones with donors during fundraising campaigns.
This automation frees up your team to focus on growing your mission while maintaining meaningful relationships with donors.
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Andy McPhilbin – Domestic & Commercial Water Filtration
To take your business to the next level then I suggest you speak with Julian…
“Finding Julian was a revelation. He was able to come into our business, review our processes and automated much of the business thus increasing our sales and saving me time too. For instance Julian was not only able to create the email marketing but also set up the CRM and sales pipeline so that the sales team could easily and efficiently manage the sales process right through from initial web or phone enquiry through to the sale and installation, and ultimately asking delighted customers to refer us to friends and family. In the old days sales slipped through our fingers because of lack of follow up, now the system takes care of this and ensures no prospects “fall between the cracks”.He was even able to automate so that following an initial on-site consultation the system produces and sends a quote by email and in via the ‘smail mail’ post and it even creates a detailed Job Sheet for my fitters.What I now have is a CRM/ Automated sales and marketing system that has dramatically improved sales and saves me time too. But that is not all, with the system Julian has created it enables my business to be scaled up. I do not see this system as a cost, rather it is an asset that has increased the value of the business.If you are a UK based water softener dealer and want to take your business to the next level then I suggest you speak with Julian.”
Andy McPhilbin