What Happens When Fundraisers and CRMs Work as One: The Ednovate Story

Every nonprofit reaches a point where good tools stop being good enough.

For Ednovate—a charter school foundation preparing for a $40M growth campaign—that moment came when Bloomerang and Asana could no longer keep pace. Gift entry, reporting, and reconciliation took hours each week. Campaign data lived in too many places. The team knew they needed a better way to see their donors, dollars, and decisions in one view.

That’s when Ednovate partnered with Mata Consulting. Together, they began with cleanup and clarity: optimizing Bloomerang, documenting workflows, and building consistency between development and finance. But as systems stabilized, a deeper question emerged—were these tools still serving the mission?

Through a collaborative CRM comparative analysis, Mata Consulting and Ednovate reviewed multiple platforms, mapped the team’s workflows, and co-authored a decision memo that led to one clear choice: Salesforce. The new system brought fundraising, finance, and campaign management under a single roof—simplifying data, strengthening collaboration, and setting the stage for long-term growth.

This session tells the full story—from the moment systems began to strain, to the partnership that turned technical questions into strategic clarity. Attendees will see what it takes to not just fix a CRM, but to choose the right one and make it truly work for people.