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Add-On Services
With three service offerings available to help you maximize your annual subscription, you have the opportunity to make an even bigger impact on your mission. We also offer partner-supported help for your onsite events.
GiveSmart Implementation
Get up and running seamlessly with personalized support from an expert Fundraising Technology Advisor. These four 1-hour sessions will guide you through setup, configuration, and help you unlock the full potential of GiveSmart.
GiveSmart Donor CRM Implementation
Get started smoothly with expert guidance from a Fundraising Technology Advisor, helping you unlock the full potential of GiveSmart Donor CRM. Receive up to 8 hours of personalized support for implementation.
Data Import and Conversion
Collaborate with our team to seamlessly transfer your data into GiveSmart Donor CRM, including up to 75,000 records, 3 tables, and 20 fields per table from your existing CRM or database.
Campaign Setup
Receive expert consultation and GiveSmart site configuration for a major fundraising initiative, with up to 8 hours of support per activity during a 90-day period of your choice.
Consultation
Boost your fundraising efforts with 1-hour personalized training sessions designed to help you get more out of your CRM, events, and donation campaigns.
Event Support by a Remote Technician
Need more time to focus on your donors and volunteers? Let GiveSmart’s Remote Technicians handle the tech side of your event. With a dedicated, on-call expert managing your platform, you can leave the behind-the-scenes work to us. Get 6 hours of live platform operation support during your most critical fundraising moments.
Onsite Event Help
Onsite event help is exclusively provided by our certified Smart Partners. The Smart Partners Program provides you with vetted, trusted staff who can help provide best-in-class, onsite GiveSmart support for those organizations that want it.
Smart Partners
All Smart Partners have undergone the Smart Certification process, ensuring a highly qualified team to support your event. They receive expert-level and ongoing product training and must annually demonstrate competency with the GiveSmart platform before becoming a certified Smart Partner.
Your Smart Partner will be in the room with you to execute guest registration, send text messages, manage incoming donations, help with silent auction bids, reconcile the auction, process payments, and more.
“The staff at GiveSmart is great to work with.
The assistance they provide in getting our events set up is valuable. They are responsive to calls and emails.
When we have had in person events, the event manager and staff have always been amazing!”
- Nancy C., Academy of the Holy Angels
