Setup and migration

Help from the team that built the platform.

Many teams configure Simply Foundations themselves. Many more launch faster with help on discovery, data migration, setup, website launch, and training — from the people who built the system, not a reseller.

Discovery

Map the work before building

We sit with how your organization actually runs — the people, forms, handoffs, and reports — and design the system around it before anything gets configured.

Migration

Move your data without losing it

We move donors, gifts, campaigns, and history out of your current CRM or spreadsheets, clean it on the way in, and verify totals with you before launch. Data conversion starts at $500.

Setup

Your system, configured and ready

We configure records, fields, dashboards, permissions, and reports around your organization, so day one feels familiar instead of blank. Full setup starts at $2,500.

Websites

Launch the public side

We build your hosted pages or wire embeds into your existing website — forms, calendars, directories, and the flows your community actually uses.

Integrations

Connect what you keep

Connect accounting, email, and payment tools — or keep a legacy system syncing while you transition at your own pace.

Training

Your team, confident

Working sessions with your real data, not generic videos — plus ongoing support from the same team that built and configured your system.

Bring us the annual appeal. We will make it feel simple.

Show us the donor spreadsheet, the acknowledgment backlog, and the report the board keeps asking for. We will map them to Simply Foundations and show you the calmer version.