Tools for every stage of a switch
Our free tools cover each stage of a nonprofit CRM switch: a personality quiz to choose, a switching cost calculator and a build vs. buy calculator to budget, a readiness checklist to prepare, and an export checker to verify the move, plus trackers for NPSP status and free migration offers. Everything runs in your browser.
Decide
CRM personality quiz
7 questions, a named result, and 2–3 CRMs that fit, with transparent scoring.
Take the quizSwitching cost calculator
Current vs. new CRM per month or year, one-time costs, payback and 3-year savings.
Estimate your costBuild vs. buy calculator
3-year cost of a vibe-coded CRM vs. a subscription, using published prices.
Run the numbersPrepare & verify
Migration readiness checklist
Every prep step, with progress saved in your browser. Print it or export it.
Start checkingExport checker + compare
Find duplicates and gaps, then compare before/after exports. Nothing is uploaded.
Check a fileKeep track
NPSP status tracker
Is Salesforce NPSP going away? What changed, with sources.
Open trackerFree migration offers
Which vendors move your data for free, and the catch in each.
See offersNonprofit database starter schema
A Postgres/Supabase-friendly SQL schema so you don't start from a blank prompt: contacts, households, organizations, gifts, pledges & installments, recurring gift plans, campaigns & funds, soft credits, acknowledgments / receipts, consent & communication preferences, audit log. Includes row-level security for staff roles, an append-only audit log, to-do views for IRS $250 acknowledgments and $75 quid-pro-quo disclosures, and an ER diagram.
We'll send it to newsletter subscribers when it launches.