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Services

We connect the systems your nonprofit relies on — and automate the work that slows your team down.

We start with connected systems, automation and reporting. Then Maxiva Giving, ongoing technology and marketing support, and the builds your organization needs.

Maxiva Giving and Marketing have their own pages: Maxiva Giving Marketing

Connected systems, reliable data and reporting you can use

Systems Integration & Automation

Connect the tools your nonprofit relies on and automate the routine work that slows your team down.

What's included
  • CRM, donation and payment platforms (for example, Stripe)
  • Internet (VoIP) phone systems (for example, RingCentral and Twilio)
  • Email marketing (for example, Mailchimp) and office systems (for example, Microsoft 365)
  • Receipts and thank-you messages, email and SMS follow-up, reminders, onboarding and recurring workflows
Example automationWhen a donor gives online
  1. Gift receivedThrough your payment platform, for example Stripe
  2. Recorded in your CRMAdded to the donor's record, with no re-typing
  3. Receipt emailedSent to the donor automatically
  4. Thank-you sentAn SMS follow-up from your team

Salesforce & CRM

Work from consistent information. We set up, configure and improve Salesforce — including Nonprofit Success Pack (NPSP) and Agentforce for Nonprofits, delivered by an Official Salesforce Partner — and other CRM systems.

What's included
  • Help eligible nonprofits apply for Salesforce's nonprofit program, which includes free licenses
  • Organize donor, sponsor, member, volunteer and program records
  • Client intake and case management for human-service programs
  • Reduce duplicate records and set data-quality rules
  • Support migrations from spreadsheets or older systems
  • Train staff and provide ongoing administration through Expert Hours

Official Salesforce Partner

Administrator, Business Analyst, Developer, Sales Cloud Consultant and Nonprofit Cloud Consultant certifications, alongside experience with other CRM systems.

Reporting & Dashboards

Build up-to-date, mobile-friendly reports and dashboards that help leaders and boards understand operations, fundraising, engagement and marketing performance — and reduce the manual effort behind recurring reports.

What's included
  • Board, grant and funder reporting
  • Fundraising and campaign results
  • Program and operations dashboards
  • Reports your team can open on any device
Sample nonprofit dashboard with fictional data: funds raised, active campaigns, donors, donation trends and recent donationsSample nonprofit dashboard with fictional data: funds raised, active campaigns, donors, donation trends and recent donations

Predictive Analytics

Use your organization's own data to anticipate what comes next, so your team can act earlier.

What's included
  • Which donors are likely to lapse
  • Expected giving by month or campaign
  • Which supporters are most likely to respond

Start with the data you have

We review the quality and history of your data first, then agree which predictions are worth building — for example, a monthly lapse-risk list for your fundraising team.

Ongoing support from one team

Access a coordinated technology and marketing team without building one in-house.

Ongoing Technology & Marketing Support

Ongoing support through Expert Hours packages, with no long-term contract or minimum term. Your project manager keeps a shared list of priorities, brings in the specialists each piece of work needs and reviews progress with you, within an agreed scope and the hours purchased.

See Expert Hours pricing

Maxiva Client Portal

A client workspace at portal.maxiva.tech, live and in use: create projects, onboard team members, submit work requests, create and assign tasks, attach documents, book appointments and chat within each task. The Maxiva team logs its hours in the portal, and you can purchase additional hours there.

Explore the portal

From giving apps to program apps and donor portals

Examples of what we design, build and set up, connected to the systems you already use.

  • Custom Application Development

    Applications designed and built around what your nonprofit needs, connected to your existing systems — for example, a giving app where donors give in seconds and the gift is recorded directly in the CRM, mobile apps for programs and supporters, and donor, sponsor or volunteer portals.

  • Websites & Giving Experiences

    Design and improve websites, landing pages, forms and donation journeys, on your website and in your app, connected to the CRM, payment platforms and follow-up behind them.

  • VoIP Communications

    Internet-based (VoIP) calling and messaging, set up and connected to your CRM, so calls and messages become part of the supporter record.

  • Microsoft 365 for Nonprofits

    We set up Microsoft 365 for your organization, help eligible nonprofits apply for Microsoft's free nonprofit licenses, and train your staff — with recommended security, such as multi-factor sign-in, and clear rules for sharing files.

  • Technology Advisory & Project Delivery

    Assess needs, set priorities, select and coordinate vendors, and deliver improvements through planning, business analysis and implementation.

  • Practical AI

    AI-assisted drafting, summarizing and routing inside the tools you already use — built on clean data, with human review, data-privacy safeguards and a simple responsible-use guideline for staff.

Fixed-scope projects

Every Maxiva service is available as a project with clear deliverables, a fixed quote agreed before work starts, and an agreed finish line.

  • CRM & Data Foundation

    Your donor, member, and contact records in one clean, reliable system. Includes a requirements workshop, set-up, moving your records from spreadsheets or old tools, removing duplicates, a staff training session, and go-live support.

  • Systems Integration & Automation

    Your giving pages, payments, email, VoIP and donor database sharing information, with receipts, thank-yous, reminders, and welcome messages set to run on their own.

  • Donation Operations Improvement

    One giving process connected and tested, from gift to receipt to bank matching, with a clear process for the few cases that need review and a handover to your staff.

  • Reporting & Dashboards

    Up-to-date management and board reports with agreed definitions, viewable on any device.

  • Early Warnings & Forecasts

    After a review of your records, a way to spot donors who may stop giving and to forecast giving by month or campaign.

  • Donor Follow‑up Journey

    A welcome or recurring-gift series with messages for different donor groups, sent automatically and tracked.

  • Website & Giving Pages

    A new or improved website, campaign pages, forms, and donation pages, linked to your donor database, payments, and follow-up.

  • Custom App

    An app built around your needs, such as a giving app, a program app, or a donor, sponsor, or volunteer portal.

  • VoIP Setup

    A VoIP business phone system for calls and messages, with each one saved on the supporter's record.

  • Practical AI Setup

    AI help for drafting, summarizing notes, and sorting requests inside your existing tools, always with a person reviewing and your data kept private.

  • Technology Roadmap

    A clear picture of where you are today, the gaps, and a phased plan with effort and cost estimates that leaders and the board can approve.

  • Custom Projects

    Something else in mind? We'll scope it with you after a Discovery Call.

    Book a Discovery Call

Every project proposal sets out the deliverables, what's included and excluded, your team's part, how we'll agree the work is done, the price, and the timeline.

Start with a clear picture of where your team's time goes.

The free Maxiva Impact Assessment maps your manual work and shows your current baseline. The Maxiva team then reviews it and sends practical recommendations.

Get Your Free Impact Assessment Book a Discovery Call
Get Your Free Impact Assessment