Sound familiar?
The Challenges Nonprofits Face
Grant Tracking Is Manual and Risky
Deliverable deadlines, budget tracking, and funder reporting happen across email threads and spreadsheets. One missed requirement puts funding at risk and strains funder relationships.
Program Data Lives Everywhere
Client intake, service records, outcomes, and referrals are scattered across forms, email, and disconnected apps. Pulling a unified picture for a funder or board takes days of manual work.
Volunteer and Staff Coordination
Onboarding, scheduling, and managing volunteers and part-time staff across multiple programs and locations creates constant coordination overhead with no single system to track it all.
Donor Tracking Without a CRM
Donor history, communication logs, and cultivation notes live in inboxes and spreadsheets. Without a real system, relationships slip, follow-ups get missed, and retention suffers.
Board Reporting Takes Too Long
Preparing board packets and impact dashboards requires pulling data from multiple sources by hand. Leadership spends hours compiling reports that should be available in minutes.
Client and Community Engagement Gaps
Without a consistent intake and follow-up system, clients fall through the cracks, referrals get lost, and the community impact you're creating is hard to track and even harder to prove.
How We Help
What We Build for Nonprofits
Every solution is custom-built around your mission, programs, and funding model, not adapted from a generic template.
Program and Client Tracking Systems
Custom databases that track client intake, service delivery, case notes, referrals, and outcomes. All in one place, accessible by the right staff and volunteers.
Grant and Compliance Management
Track grant deliverables, deadlines, budgets, and funder requirements in a single system. Generate compliance reports automatically so you never scramble before a deadline again.
Real-Time Dashboards and Reporting
Leadership dashboards that surface program performance, attendance, and outcome data in real time, so decisions are made on facts, not instinct, and board reports write themselves.
Volunteer and Staff Operations
Volunteer onboarding, hour tracking, scheduling, and staff task management in one connected system, so everyone knows what to do and leadership can see it all without chasing updates.
Donor CRM and Fundraising Tracking
A custom donor database that tracks giving history, communication touchpoints, cultivation stages, and campaign results, so your team builds stronger relationships and improves retention without expensive CRM subscriptions.
Community and Partner Portals
Branded portals where clients, partners, and community members can submit intake forms, access resources, and communicate with staff. This eliminates paper, email threads, and missed referrals.
The Tools We Use
Platforms We Implement for Nonprofits
We're platform-agnostic and not tied to any specific nonprofit software subscription. We recommend and build on whichever tools fit your mission, budget, and team's comfort level. Then connect them so everything works together.
See All PlatformsCustom databases for client tracking, grant management, donor records, and program data, flexible enough for any nonprofit use case.
Project and task management for staff, volunteer coordination, program timelines, and grant deliverables.
Client and community portals built on your Airtable data, branded, no-code, accessible on any device.
Workflow automation connecting your platforms, so data flows automatically without anyone copy-pasting between systems.
An Airtable alternative with built-in reporting. A strong fit for larger nonprofits or multi-program organizations.
OpenAI, Claude, and others embedded directly into your workflows. For summaries, drafting, data enrichment, and more.
We had a fantastic experience working with Shannon. She brought a deep understanding of Airtable and helped us reorganize our base to be far more streamlined, intuitive, and efficient. Thanks to her expertise, we now have an automated system that saves us valuable time and ensures our programming runs smoothly, allowing us to focus on advancing our youth suicide prevention efforts. Shannon was thoughtful and truly committed to understanding our mission and goals. We highly recommend Shannon.
Our organization hired Shannon at SMV Consulting to build out a custom Airtable CRM, and she went above and beyond, delivering a strong, scalable foundation. She integrated contracts, organizations, workflows, grant tracking, and fundraising systems seamlessly. Her creativity in problem-solving and customizing Airtable made the entire process smooth and highly effective. 10/10 recommend!
We started with a rush buildout of an Airtable database that morphed, at our behest, into adding multiple software integrations like Softr, Fillout, and Twilio. The end result was a very complex database we could not function without. She was integral to our startup and ongoing IT needs and always available and willing to go the extra ten miles to meet our project's needs. Would absolutely work with SMV Virtual Consulting again.
Common Questions