A Free Service for Ministries and Nonprofits
A free health check for your CRM (and everything wired to it)
In 30 minutes, an independent specialist reviews your donor data, integrations, and reporting, then shows you what to fix first.
What you can expect?
- ✓Independent advice. We sell no software, so we recommend what is actually right for you.
- ✓The whole stack. Your CRM plus giving, email, accounting, and the connections between them.
- ✓No cost, no obligation. You walk away with a plan whether or not you work with us.
SUPPORTS EVERY MAJOR CRM, INCLUDING
SAMPLE DIAGNOSTIC READOUT
| Systems Health Check | SAMPLE READOUT |
|---|---|
| Duplicate donor records | 1,240 found |
| Gift and pledge accuracy | Needs review |
| CRM to accounting sync | Disconnected |
| Reporting and dashboards | Manual |
| Active automations | 0 running |
| Data standardization | Inconsistent |
Sample only. Most teams we check have three or more of these. Yours might too.
A clear picture of what to fix first.
No sales pitch and no software demo. Just a specialist looking at your systems with you, and an honest read on where the problems are.
A 30-minute review. A working session over screen share. We look at your real setup together, not a generic checklist.
A written findings summary. Your top issues, ranked by impact, so you know what is urgent and what can wait.
Clear next steps. What to fix now, what can wait, and how much effort each item really takes.
Independent advice. We do not resell any platform, so the recommendation is the one that fits your mission and budget
WHAT WE LOOK AT
Six areas, one connected system.
A CRM never breaks in isolation. We check the whole picture (the database and everything plugged into it).
01 Data health
Duplicates, messy gifts and pledges, and inconsistent records that make reporting unreliable.
02 Configuration
Automations, forms, receipting, queries, and permissions that should be saving you time.
03 Reporting and analytics
Dashboards and analytics in your CRM, plus Power BI (or your preferred reporting tool).
04 Training gaps
Where your team is stuck, working around the system, or doing by hand what the tools can do.
05 Connected systems
Giving, email, volunteer tools, accounting, the integration layer, and the glue between them.
06 Custom and AI
Opportunities for AI and Microsoft Power Platform builds that your vendor does not offer.
No platform to push. We are vendor neutral. The advice is based on your needs, not on what we happen to resell.
One team for the whole stack. Most vendors only support their own product. We support the CRM and everything connected to it.
Trusted by mission-driven teams. We have served 100+ ministries and nonprofits across the country
We do not sell a CRM, so our only job is to make yours work.
REQUEST YOUR CHECK
Tell us a little about your setup.
We will reach out within one business day to schedule your free Systems Health Check.
- ✓Free, with no obligation to buy anything
- ✓No software pitch, just an honest read
- ✓Works for any CRM you use today
Who We Work With
Ministries • Nonprofits • Churches • Christian Schools • Rescue Missions • SMB’s
Our team spans from coast to coast.
- • Walnut Creek, CA - California Office
- • Virginia Beach, VA - East Coast Hub
- • Colorado Springs, CO - Managed IT Hub
- • Kansas - Founding Location & Hub
We love your mission.
Rooted is a team of believers serving the Church and mission-driven organizations. We got into this work to take the technology burden off your team so you can stay focused on the people you serve.